YHB Investment Advisors’s ING ING Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $282K | Hold |
12,889
| – | – | 0.02% | 260 |
|
|
2025
Q1 | $252K | Sell |
12,889
-500
| -4% | -$9.8K | 0.02% | 257 |
|
|
2024
Q4 | $210K | Hold |
13,389
| – | – | 0.02% | 272 |
|
|
2024
Q3 | $243K | Hold |
13,389
| – | – | 0.02% | 258 |
|
|
2024
Q2 | $229K | Sell |
13,389
-5,914
| -31% | -$101K | 0.02% | 262 |
|
|
2024
Q1 | $318K | Hold |
19,303
| – | – | 0.03% | 227 |
|
|
2023
Q4 | $290K | Hold |
19,303
| – | – | 0.03% | 229 |
|
|
2023
Q3 | $254K | Buy |
19,303
+500
| +3% | +$6.59K | 0.02% | 241 |
|
|
2023
Q2 | $253K | Hold |
18,803
| – | – | 0.02% | 247 |
|
|
2023
Q1 | $223K | Hold |
18,803
| – | – | 0.02% | 267 |
|
|
2022
Q4 | $229K | Buy |
18,803
+2,889
| +18% | +$35.2K | 0.02% | 265 |
|
|
2022
Q3 | $135K | Hold |
15,914
| – | – | 0.02% | 280 |
|
|
2022
Q2 | $158K | Hold |
15,914
| – | – | 0.02% | 278 |
|
|
2022
Q1 | $166K | Hold |
15,914
| – | – | 0.01% | 296 |
|
|
2021
Q4 | $222K | Hold |
15,914
| – | – | 0.02% | 302 |
|
|
2021
Q3 | $231K | Hold |
15,914
| – | – | 0.02% | 288 |
|
|
2021
Q2 | $211K | Hold |
15,914
| – | – | 0.02% | 286 |
|
|
2021
Q1 | $201K | Sell |
15,914
-14,000
| -47% | -$177K | 0.02% | 291 |
|
|
2020
Q4 | $282K | Hold |
29,914
| – | – | 0.03% | 237 |
|
|
2020
Q3 | $212K | Hold |
29,914
| – | – | 0.02% | 247 |
|
|
2020
Q2 | $206K | Hold |
29,914
| – | – | 0.03% | 173 |
|
|
2020
Q1 | $154K | Hold |
29,914
| – | – | 0.03% | 164 |
|
|
2019
Q4 | $360K | Hold |
29,914
| – | – | 0.05% | 143 |
|
|
2019
Q3 | $313K | Hold |
29,914
| – | – | 0.05% | 155 |
|
|
2019
Q2 | $346K | Hold |
29,914
| – | – | 0.05% | 151 |
|
|
2019
Q1 | $363K | Hold |
29,914
| – | – | 0.06% | 148 |
|
|
2018
Q4 | $319K | Hold |
29,914
| – | – | 0.06% | 146 |
|
|
2018
Q3 | $388K | Hold |
29,914
| – | – | 0.06% | 146 |
|
|
2018
Q2 | $428K | Hold |
29,914
| – | – | 0.07% | 138 |
|
|
2018
Q1 | $506K | Hold |
29,914
| – | – | 0.09% | 133 |
|
|
2017
Q4 | $552K | Buy |
+29,914
| New | +$552K | 0.09% | 129 |
|