Mount Yale Investment Advisors’s Hillman Solutions HLMN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$278K Buy
2024
Q4
$235K Sell
2024
Q3
$299K Buy
2024
Q2
$250K Sell
2024
Q1
$354K Buy
2023
Q4
$142K Sell
2023
Q3
$199K Buy