MPS Loria Financial Planners’s Hologic HOLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-3,101
| Closed | -$202K | – | 84 |
|
|
2025
Q2 | $202K | Buy |
+3,101
| New | +$186K | 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% | -$70.2K | 0.08% | 72 |
|
|
2023
Q4 | $289K | Sell |
4,045
-947
| -19% | -$65.9K | 0.1% | 64 |
|
|
2023
Q3 | $346K | Buy |
4,992
+1,888
| +61% | +$143K | 0.14% | 47 |
|
|
2023
Q2 | $251K | Hold |
3,104
| – | – | 0.09% | 69 |
|
|
2023
Q1 | $250K | Buy |
3,104
+86
| +3% | +$6.92K | 0.1% | 65 |
|
|
2022
Q4 | $226K | Sell |
3,018
-96
| -3% | -$6.84K | 0.1% | 64 |
|
|
2022
Q3 | $201K | Buy |
3,114
+78
| +3% | +$5.4K | 0.08% | 67 |
|
|
2022
Q2 | $210K | Buy |
3,036
+7
| +0.2% | +$520 | 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% | -$139K | 0.1% | 73 |
|
|
2020
Q3 | $332K | Hold |
5,000
| – | – | 0.17% | 44 |
|
|
2020
Q2 | $285K | Buy |
+5,000
| New | +$245K | 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 | +$202K | 0.13% | 74 |
|
|
2018
Q1 | – | Sell |
-5,000
| Closed | -$214K | – | 71 |
|
|
2017
Q4 | $214K | Buy |
+5,000
| New | +$199K | 0.15% | 72 |
|
|
2017
Q3 | – | Sell |
-5,000
| Closed | -$191K | – | 197 |
|
|
2017
Q2 | $191K | Buy |
+5,000
| New | +$221K | 0.13% | 71 |
|
Other funds holding HOLX
BCIM
MPS Loria Financial Planners's HOLX Position: Q3 2025 in Review
MPS Loria Financial Planners sold out of Hologic (HOLX) in Q3 2025, closing a stake of 3,101 shares — an estimated $202K sold.
MPS Loria Financial Planners first reported a position in HOLX in Q2 2017 and held it in 28 quarters. The position peaked at $346K in Q3 2023. 739 funds tracked by Wall St. Rank hold HOLX as of Q3 2025.
- MPS Loria Financial Planners reported no remaining Hologic position as of Q3 2025 after selling out during the quarter.
- MPS Loria Financial Planners sold 3,101 Hologic shares in Q3 2025, an estimated $202K.
- MPS Loria Financial Planners first reported a position in Hologic in Q2 2017 and held it in 28 quarters.
- MPS Loria Financial Planners's Hologic position peaked at $346K in Q3 2023.
- 739 funds tracked by Wall St. Rank held Hologic as of Q3 2025.
Based on MPS Loria Financial Planners's 13F filing for Q3 2025, filed 17 Oct 2025.