Schwartz Investment Counsel’s Hingham Institution for Saving HIFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.1M | Hold |
81,087
| – | – | 0.66% | 52 |
|
|
2025
Q1 | $19.3M | Hold |
81,087
| – | – | 0.66% | 48 |
|
|
2024
Q4 | $20.6M | Hold |
81,087
| – | – | 0.74% | 46 |
|
|
2024
Q3 | $19.7M | Hold |
81,087
| – | – | 0.7% | 45 |
|
|
2024
Q2 | $14.5M | Hold |
81,087
| – | – | 0.54% | 54 |
|
|
2024
Q1 | $14.1M | Hold |
81,087
| – | – | 0.52% | 55 |
|
|
2023
Q4 | $15.8M | Buy |
81,087
+19,000
| +31% | +$3.69M | 0.62% | 49 |
|
|
2023
Q3 | $11.6M | Hold |
62,087
| – | – | 0.5% | 61 |
|
|
2023
Q2 | $13.2M | Buy |
62,087
+12,087
| +24% | +$2.58M | 0.56% | 52 |
|
|
2023
Q1 | $11.7M | Buy |
50,000
+16,000
| +47% | +$3.74M | 0.51% | 54 |
|
|
2022
Q4 | $9.38M | Buy |
34,000
+6,500
| +24% | +$1.79M | 0.43% | 57 |
|
|
2022
Q3 | $6.91M | Hold |
27,500
| – | – | 0.35% | 58 |
|
|
2022
Q2 | $7.8M | Buy |
27,500
+8,663
| +46% | +$2.46M | 0.38% | 58 |
|
|
2022
Q1 | $6.47M | Buy |
18,837
+6,750
| +56% | +$2.32M | 0.27% | 66 |
|
|
2021
Q4 | $5.08M | Hold |
12,087
| – | – | 0.2% | 71 |
|
|
2021
Q3 | $4.07M | Hold |
12,087
| – | – | 0.17% | 75 |
|
|
2021
Q2 | $3.51M | Buy |
12,087
+500
| +4% | +$145K | 0.14% | 78 |
|
|
2021
Q1 | $3.29M | Buy |
11,587
+5,523
| +91% | +$1.57M | 0.14% | 76 |
|
|
2020
Q4 | $1.31M | Buy |
+6,064
| New | +$1.31M | 0.06% | 94 |
|