Number of Shares
24,573
Previous 22,285 10.27%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
N/A
2,288 Added 10.27%
24,573 $0
Q2 2024

Jul 26, 2024

BUY
N/A
8,037 Added 56.41%
22,285 $0
Q1 2024

Apr 30, 2024

BUY
N/A
88 Added 0.62%
14,248 $0
Q4 2023

Jan 16, 2024

SELL
N/A
-770 Reduced 5.16%
14,160 $0
Q3 2023

Oct 13, 2023

BUY
N/A
3,154 Added 26.78%
14,930 $0
Q2 2023

Jul 13, 2023

BUY
N/A
44 Added 0.38%
11,776 $0
Q1 2023

Apr 13, 2023

BUY
N/A
145 Added 1.25%
11,732 $0
Q4 2022

Jan 20, 2023

BUY
N/A
11,587 New
11,587 $0
Track This Portfolio

Track Hb Wealth Management, LLC Portfolio

Follow Hb Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hb Wealth Management, LLC with notifications on news.