Optimum Investment Advisors’s Hologic HOLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.6K | Hold |
500
| – | – | 0.01% | 389 |
|
|
2025
Q1 | $30.9K | Hold |
500
| – | – | 0.01% | 389 |
|
|
2024
Q4 | $36K | Hold |
500
| – | – | 0.02% | 371 |
|
|
2024
Q3 | $40.7K | Hold |
500
| – | – | 0.02% | 374 |
|
|
2024
Q2 | $37.1K | Hold |
500
| – | – | 0.02% | 383 |
|
|
2024
Q1 | $39K | Hold |
500
| – | – | 0.02% | 390 |
|
|
2023
Q4 | $35.7K | Hold |
500
| – | – | 0.02% | 385 |
|
|
2023
Q3 | $34.7K | Sell |
500
-500
| -50% | -$34.7K | 0.02% | 409 |
|
|
2023
Q2 | $81K | Hold |
1,000
| – | – | 0.04% | 310 |
|
|
2023
Q1 | $80.7K | Hold |
1,000
| – | – | 0.04% | 309 |
|
|
2022
Q4 | $74.8K | Sell |
1,000
-4,800
| -83% | -$359K | 0.04% | 317 |
|
|
2022
Q3 | $374K | Hold |
5,800
| – | – | 0.2% | 115 |
|
|
2022
Q2 | $402K | Hold |
5,800
| – | – | 0.2% | 116 |
|
|
2022
Q1 | $446K | Sell |
5,800
-250
| -4% | -$19.2K | 0.19% | 118 |
|
|
2021
Q4 | $463K | Hold |
6,050
| – | – | 0.18% | 121 |
|
|
2021
Q3 | $447K | Sell |
6,050
-2,800
| -32% | -$207K | 0.19% | 119 |
|
|
2021
Q2 | $590K | Sell |
8,850
-1,950
| -18% | -$130K | 0.18% | 119 |
|
|
2021
Q1 | $803K | Hold |
10,800
| – | – | 0.24% | 95 |
|
|
2020
Q4 | $787K | Hold |
10,800
| – | – | 0.24% | 98 |
|
|
2020
Q3 | $718K | Sell |
10,800
-1,112
| -9% | -$73.9K | 0.24% | 94 |
|
|
2020
Q2 | $679K | Sell |
11,912
-175
| -1% | -$9.98K | 0.24% | 92 |
|
|
2020
Q1 | $424K | Sell |
12,087
-3,800
| -24% | -$133K | 0.17% | 137 |
|
|
2019
Q4 | $829K | Sell |
15,887
-400
| -2% | -$20.9K | 0.25% | 103 |
|
|
2019
Q3 | $822K | Sell |
16,287
-225
| -1% | -$11.4K | 0.26% | 102 |
|
|
2019
Q2 | $793K | Hold |
16,512
| – | – | 0.26% | 96 |
|
|
2019
Q1 | $799K | Sell |
16,512
-1,470
| -8% | -$71.1K | 0.26% | 94 |
|
|
2018
Q4 | $739K | Sell |
17,982
-100
| -0.6% | -$4.11K | 0.25% | 100 |
|
|
2018
Q3 | $741K | Sell |
18,082
-300
| -2% | -$12.3K | 0.2% | 124 |
|
|
2018
Q2 | $731K | Sell |
18,382
-2,000
| -10% | -$79.5K | 0.21% | 119 |
|
|
2018
Q1 | $761K | Sell |
20,382
-5,700
| -22% | -$213K | 0.22% | 119 |
|
|
2017
Q4 | $1.12M | Sell |
26,082
-200
| -0.8% | -$8.55K | 0.35% | 86 |
|
|
2017
Q3 | $964K | Sell |
26,282
-7,750
| -23% | -$284K | 0.32% | 94 |
|
|
2017
Q2 | $1.54M | Sell |
34,032
-6,250
| -16% | -$284K | 0.53% | 46 |
|
|
2017
Q1 | $1.71M | Hold |
40,282
| – | – | 0.61% | 41 |
|
|
2016
Q4 | $1.62M | Hold |
40,282
| – | – | 0.61% | 42 |
|
|
2016
Q3 | $1.56M | Sell |
40,282
-550
| -1% | -$21.4K | 0.59% | 45 |
|
|
2016
Q2 | $1.41M | Hold |
40,832
| – | – | 0.55% | 47 |
|
|
2016
Q1 | $1.41M | Sell |
40,832
-100
| -0.2% | -$3.45K | 0.55% | 48 |
|
|
2015
Q4 | $1.58M | Sell |
40,932
-400
| -1% | -$15.5K | 0.61% | 38 |
|
|
2015
Q3 | $1.62M | Buy |
+41,332
| New | +$1.62M | 0.65% | 34 |
|
|
2015
Q1 | $1.39M | Buy |
41,932
+2,350
| +6% | +$77.6K | 0.44% | 53 |
|
|
2014
Q4 | $1.06M | Buy |
39,582
+6,170
| +18% | +$165K | 0.34% | 79 |
|
|
2014
Q3 | $813K | Buy |
33,412
+2,150
| +7% | +$52.3K | 0.27% | 106 |
|
|
2014
Q2 | $792K | Buy |
31,262
+30,950
| +9,920% | +$784K | 0.26% | 111 |
|
|
2014
Q1 | $7K | Hold |
312
| – | – | ﹤0.01% | 635 |
|
|
2013
Q4 | $7K | Hold |
312
| – | – | ﹤0.01% | 635 |
|
|
2013
Q3 | $6K | Buy |
+312
| New | +$6K | ﹤0.01% | 621 |
|