Private Wealth Management Group’s Hawaiian Electric Industries HE Stock Holding History

Private Wealth Management Group’s Portfolio HE Stock Details HE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$619	Hold
2025 Q2	$596	Hold
2025 Q1	$614	Hold
2024 Q4	$545	Buy
2024 Q2	–	Sell
2024 Q1	$7.27K	Hold
2023 Q4	$9.15K	Buy