SWA
SOA Wealth Advisors’s Hologic HOLX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $195 | Hold |
3
| – | – | ﹤0.01% | 821 |
|
2025
Q1 | $185 | Hold |
3
| – | – | ﹤0.01% | 829 |
|
2024
Q4 | $216 | Hold |
3
| – | – | ﹤0.01% | 816 |
|
2024
Q3 | $244 | Hold |
3
| – | – | ﹤0.01% | 782 |
|
2024
Q2 | $223 | Sell |
3
-2
| -40% | -$149 | ﹤0.01% | 797 |
|
2024
Q1 | $390 | Hold |
5
| – | – | ﹤0.01% | 818 |
|
2023
Q4 | $357 | Hold |
5
| – | – | ﹤0.01% | 817 |
|
2023
Q3 | $347 | Hold |
5
| – | – | ﹤0.01% | 846 |
|
2023
Q2 | $405 | Hold |
5
| – | – | ﹤0.01% | 843 |
|
2023
Q1 | $404 | Hold |
5
| – | – | ﹤0.01% | 860 |
|
2022
Q4 | $374 | Sell |
5
-1
| -17% | -$75 | ﹤0.01% | 866 |
|
2022
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 887 |
|
2022
Q2 | $0 | Sell |
6
-124
| -95% | – | ﹤0.01% | 901 |
|
2022
Q1 | $9K | Hold |
130
| – | – | ﹤0.01% | 606 |
|
2021
Q4 | $9K | Hold |
130
| – | – | ﹤0.01% | 587 |
|
2021
Q3 | $9K | Buy |
130
+1
| +0.8% | +$69 | ﹤0.01% | 609 |
|
2021
Q2 | $8K | Buy |
129
+72
| +126% | +$4.47K | ﹤0.01% | 608 |
|
2021
Q1 | $4K | Buy |
57
+28
| +97% | +$1.97K | ﹤0.01% | 649 |
|
2020
Q4 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 690 |
|