MPS Loria Financial Planners’s Hologic HOLX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $202K | Buy |
+3,101
| New | +$202K | 0.06% | 80 |
|
2025
Q1 | – | Sell |
-3,101
| Closed | -$224K | – | 81 |
|
2024
Q4 | $224K | Hold |
3,101
| – | – | 0.07% | 78 |
|
2024
Q3 | $253K | Hold |
3,101
| – | – | 0.08% | 72 |
|
2024
Q2 | $230K | Hold |
3,101
| – | – | 0.07% | 75 |
|
2024
Q1 | $242K | Sell |
3,101
-944
| -23% | -$73.6K | 0.08% | 72 |
|
2023
Q4 | $289K | Sell |
4,045
-947
| -19% | -$67.7K | 0.1% | 64 |
|
2023
Q3 | $346K | Buy |
4,992
+1,888
| +61% | +$131K | 0.14% | 47 |
|
2023
Q2 | $251K | Hold |
3,104
| – | – | 0.09% | 69 |
|
2023
Q1 | $250K | Buy |
3,104
+86
| +3% | +$6.94K | 0.1% | 65 |
|
2022
Q4 | $226K | Sell |
3,018
-96
| -3% | -$7.18K | 0.1% | 64 |
|
2022
Q3 | $201K | Buy |
3,114
+78
| +3% | +$5.04K | 0.08% | 67 |
|
2022
Q2 | $210K | Buy |
3,036
+7
| +0.2% | +$484 | 0.09% | 69 |
|
2022
Q1 | $232K | Hold |
3,029
| – | – | 0.1% | 73 |
|
2021
Q4 | $231K | Hold |
3,029
| – | – | 0.09% | 74 |
|
2021
Q3 | $223K | Hold |
3,029
| – | – | 0.1% | 75 |
|
2021
Q2 | $202K | Hold |
3,029
| – | – | 0.09% | 82 |
|
2021
Q1 | $225K | Hold |
3,029
| – | – | 0.1% | 73 |
|
2020
Q4 | $221K | Sell |
3,029
-1,971
| -39% | -$144K | 0.1% | 73 |
|
2020
Q3 | $332K | Hold |
5,000
| – | – | 0.17% | 44 |
|
2020
Q2 | $285K | Buy |
+5,000
| New | +$285K | 0.15% | 50 |
|
2020
Q1 | – | Sell |
-5,000
| Closed | -$261K | – | 68 |
|
2019
Q4 | $261K | Hold |
5,000
| – | – | 0.15% | 62 |
|
2019
Q3 | $252K | Hold |
5,000
| – | – | 0.16% | 58 |
|
2019
Q2 | $240K | Hold |
5,000
| – | – | 0.15% | 58 |
|
2019
Q1 | $242K | Hold |
5,000
| – | – | 0.16% | 59 |
|
2018
Q4 | $205K | Hold |
5,000
| – | – | 0.15% | 69 |
|
2018
Q3 | $205K | Buy |
+5,000
| New | +$205K | 0.13% | 74 |
|
2018
Q1 | – | Sell |
-5,000
| Closed | -$214K | – | 71 |
|
2017
Q4 | $214K | Buy |
+5,000
| New | +$214K | 0.15% | 72 |
|
2017
Q3 | – | Sell |
-5,000
| Closed | -$191K | – | 197 |
|
2017
Q2 | $191K | Buy |
+5,000
| New | +$191K | 0.13% | 71 |
|