Valeo Financial Advisors’s Hillenbrand HI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Buy |
75,549
+3,002
| +4% | +$60.3K | 0.04% | 206 |
|
|
2025
Q1 | $1.75M | Buy |
72,547
+260
| +0.4% | +$6.28K | 0.05% | 178 |
|
|
2024
Q4 | $2.22M | Sell |
72,287
-16
| -0% | -$492 | 0.06% | 138 |
|
|
2024
Q3 | $2.01M | Sell |
72,303
-3
| -0% | -$83 | 0.06% | 155 |
|
|
2024
Q2 | $2.89M | Buy |
72,306
+780
| +1% | +$31.2K | 0.09% | 110 |
|
|
2024
Q1 | $3.5M | Buy |
71,526
+11
| +0% | +$538 | 0.13% | 92 |
|
|
2023
Q4 | $3.42M | Sell |
71,515
-6,948
| -9% | -$332K | 0.14% | 88 |
|
|
2023
Q3 | $3.32M | Buy |
78,463
+8,120
| +12% | +$344K | 0.15% | 80 |
|
|
2023
Q2 | $3.61M | Sell |
70,343
-2,995
| -4% | -$154K | 0.16% | 82 |
|
|
2023
Q1 | $3.49M | Buy |
73,338
+3,023
| +4% | +$144K | 0.17% | 83 |
|
|
2022
Q4 | $3M | Buy |
70,315
+117
| +0.2% | +$4.99K | 0.16% | 79 |
|
|
2022
Q3 | $2.58M | Sell |
70,198
-163
| -0.2% | -$5.99K | 0.16% | 83 |
|
|
2022
Q2 | $2.88M | Sell |
70,361
-3,000
| -4% | -$123K | 0.18% | 76 |
|
|
2022
Q1 | $3.24M | Buy |
73,361
+2,975
| +4% | +$131K | 0.16% | 82 |
|
|
2021
Q4 | $3.66M | Buy |
70,386
+163
| +0.2% | +$8.47K | 0.2% | 71 |
|
|
2021
Q3 | $3M | Hold |
70,223
| – | – | 0.17% | 80 |
|
|
2021
Q2 | $3.1M | Hold |
70,223
| – | – | 0.19% | 76 |
|
|
2021
Q1 | $3.35M | Hold |
70,223
| – | – | 0.16% | 78 |
|
|
2020
Q4 | $2.8M | Hold |
70,223
| – | – | 0.14% | 80 |
|
|
2020
Q3 | $1.99M | Sell |
70,223
-3,000
| -4% | -$85.1K | 0.17% | 83 |
|
|
2020
Q2 | $1.98M | Buy |
73,223
+3,100
| +4% | +$83.9K | 0.18% | 79 |
|
|
2020
Q1 | $1.44M | Sell |
70,123
-100
| -0.1% | -$2.06K | 0.15% | 94 |
|
|
2019
Q4 | $2.34M | Sell |
70,223
-101
| -0.1% | -$3.36K | 0.23% | 70 |
|
|
2019
Q3 | $2.17M | Sell |
70,324
-137
| -0.2% | -$4.23K | 0.24% | 67 |
|
|
2019
Q2 | $2.79M | Buy |
70,461
+138
| +0.2% | +$5.46K | 0.32% | 50 |
|
|
2019
Q1 | $2.92M | Hold |
70,323
| – | – | 0.35% | 49 |
|
|
2018
Q4 | $2.67M | Sell |
70,323
-42
| -0.1% | -$1.59K | 0.37% | 47 |
|
|
2018
Q3 | $3.37M | Buy |
70,365
+69,565
| +8,696% | +$3.33M | 0.46% | 44 |
|
|
2018
Q2 | $41K | Buy |
800
+100
| +14% | +$5.13K | 0.01% | 574 |
|
|
2018
Q1 | $32K | Hold |
700
| – | – | 0.01% | 590 |
|
|
2017
Q4 | $31K | Hold |
700
| – | – | 0.01% | 573 |
|
|
2017
Q3 | $27K | Buy |
+700
| New | +$27K | 0.01% | 513 |
|