UBS Group’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 | $15M | Buy |
60,505
+3,469
| +6% | +$862K | ﹤0.01% | 2104 |
|
2025
Q1 | $13.6M | Sell |
57,036
-5,231
| -8% | -$1.24M | ﹤0.01% | 2115 |
|
2024
Q4 | $15.8M | Buy |
62,267
+56,410
| +963% | +$14.3M | ﹤0.01% | 1962 |
|
2024
Q3 | $1.43M | Buy |
5,857
+797
| +16% | +$194K | ﹤0.01% | 3297 |
|
2024
Q2 | $905K | Sell |
5,060
-1,278
| -20% | -$229K | ﹤0.01% | 3471 |
|
2024
Q1 | $1.11M | Buy |
6,338
+60
| +1% | +$10.5K | ﹤0.01% | 3482 |
|
2023
Q4 | $1.22M | Buy |
6,278
+2,670
| +74% | +$519K | ﹤0.01% | 3288 |
|
2023
Q3 | $674K | Buy |
3,608
+1,991
| +123% | +$372K | ﹤0.01% | 3394 |
|
2023
Q2 | $345K | Buy |
1,617
+496
| +44% | +$106K | ﹤0.01% | 4100 |
|
2023
Q1 | $262K | Buy |
1,121
+220
| +24% | +$51.4K | ﹤0.01% | 4159 |
|
2022
Q4 | $249K | Buy |
901
+518
| +135% | +$143K | ﹤0.01% | 4216 |
|
2022
Q3 | $96K | Sell |
383
-51
| -12% | -$12.8K | ﹤0.01% | 4693 |
|
2022
Q2 | $123K | Sell |
434
-574
| -57% | -$163K | ﹤0.01% | 4279 |
|
2022
Q1 | $346K | Sell |
1,008
-66
| -6% | -$22.7K | ﹤0.01% | 4002 |
|
2021
Q4 | $451K | Buy |
1,074
+718
| +202% | +$302K | ﹤0.01% | 4056 |
|
2021
Q3 | $120K | Sell |
356
-108
| -23% | -$36.4K | ﹤0.01% | 4630 |
|
2021
Q2 | $135K | Sell |
464
-93
| -17% | -$27.1K | ﹤0.01% | 4617 |
|
2021
Q1 | $158K | Sell |
557
-13
| -2% | -$3.69K | ﹤0.01% | 4656 |
|
2020
Q4 | $123K | Buy |
570
+176
| +45% | +$38K | ﹤0.01% | 4576 |
|
2020
Q3 | $73K | Sell |
394
-1,900
| -83% | -$352K | ﹤0.01% | 4548 |
|
2020
Q2 | $385K | Sell |
2,294
-1,048
| -31% | -$176K | ﹤0.01% | 3576 |
|
2020
Q1 | $485K | Sell |
3,342
-751
| -18% | -$109K | ﹤0.01% | 3231 |
|
2019
Q4 | $861K | Buy |
4,093
+373
| +10% | +$78.5K | ﹤0.01% | 3462 |
|
2019
Q3 | $703K | Buy |
3,720
+813
| +28% | +$154K | ﹤0.01% | 3459 |
|
2019
Q2 | $575K | Buy |
2,907
+665
| +30% | +$132K | ﹤0.01% | 3447 |
|
2019
Q1 | $385K | Sell |
2,242
-475
| -17% | -$81.6K | ﹤0.01% | 3503 |
|
2018
Q4 | $538K | Buy |
2,717
+25
| +0.9% | +$4.95K | ﹤0.01% | 3459 |
|
2018
Q3 | $592K | Sell |
2,692
-330
| -11% | -$72.6K | ﹤0.01% | 3541 |
|
2018
Q2 | $664K | Sell |
3,022
-4
| -0.1% | -$879 | ﹤0.01% | 3358 |
|
2018
Q1 | $623K | Buy |
3,026
+278
| +10% | +$57.2K | ﹤0.01% | 3338 |
|
2017
Q4 | $569K | Sell |
2,748
-499
| -15% | -$103K | ﹤0.01% | 3382 |
|
2017
Q3 | $618K | Sell |
3,247
-206
| -6% | -$39.2K | ﹤0.01% | 3312 |
|
2017
Q2 | $628K | Buy |
3,453
+739
| +27% | +$134K | ﹤0.01% | 3214 |
|
2017
Q1 | $480K | Buy |
2,714
+378
| +16% | +$66.9K | ﹤0.01% | 3305 |
|
2016
Q4 | $460K | Buy |
2,336
+199
| +9% | +$39.2K | ﹤0.01% | 3378 |
|
2016
Q3 | $296K | Sell |
2,137
-128
| -6% | -$17.7K | ﹤0.01% | 3473 |
|
2016
Q2 | $279K | Sell |
2,265
-1,081
| -32% | -$133K | ﹤0.01% | 3539 |
|
2016
Q1 | $398K | Buy |
3,346
+479
| +17% | +$57K | ﹤0.01% | 3277 |
|
2015
Q4 | $343K | Buy |
2,867
+2,119
| +283% | +$254K | ﹤0.01% | 3407 |
|
2015
Q3 | $87K | Buy |
748
+398
| +114% | +$46.3K | ﹤0.01% | 4308 |
|
2015
Q2 | $40K | Hold |
350
| – | – | ﹤0.01% | 4931 |
|
2015
Q1 | $35K | Sell |
350
-8,172
| -96% | -$817K | ﹤0.01% | 4934 |
|
2014
Q4 | $742K | Buy |
+8,522
| New | +$742K | ﹤0.01% | 2914 |
|