STA
Summit Trail Advisors’s Hims & Hers Health HIMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.9M | Buy |
+559,749
| New | +$27.9M | 0.48% | 32 |
|
|
2024
Q4 | – | Sell |
-358,652
| Closed | -$6.61M | – | 537 |
|
|
2024
Q3 | $6.61M | Sell |
358,652
-6,411
| -2% | -$118K | 0.16% | 63 |
|
|
2024
Q2 | $7.37M | Buy |
365,063
+94,279
| +35% | +$1.9M | 0.19% | 50 |
|
|
2024
Q1 | $4.19M | Buy |
270,784
+176,612
| +188% | +$2.73M | 0.11% | 76 |
|
|
2023
Q4 | $838K | Buy |
94,172
+164
| +0.2% | +$1.46K | 0.03% | 203 |
|
|
2023
Q3 | $591K | Sell |
94,008
-205
| -0.2% | -$1.29K | 0.02% | 244 |
|
|
2023
Q2 | $886K | Hold |
94,213
| – | – | 0.03% | 186 |
|
|
2023
Q1 | $935K | Buy |
94,213
+74,566
| +380% | +$740K | 0.04% | 135 |
|
|
2022
Q4 | $126K | Hold |
19,647
| – | – | 0.01% | 385 |
|
|
2022
Q3 | $110K | Hold |
19,647
| – | – | 0.01% | 353 |
|
|
2022
Q2 | $89K | Hold |
19,647
| – | – | 0.01% | 367 |
|
|
2022
Q1 | $105K | Hold |
19,647
| – | – | 0.01% | 316 |
|
|
2021
Q4 | $129K | Hold |
19,647
| – | – | 0.01% | 283 |
|
|
2021
Q3 | $148K | Buy |
+19,647
| New | +$148K | 0.01% | 249 |
|