Hemington Wealth Management MANAGER DIRECTED PORTFOLIOS Transaction History

Hemington Wealth Management

  • $645 Million
  • Q1 2025
Number of Shares
130,946
Previous 125,663 4.2%
Holding current value
$1.33 Million
Previous $1.27 Million 4.41%
% of portfolio
0.21%
Previous 0.32%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
BUY
N/A
5,283 Added 4.2%
130,946 $1.33 Million
Q4 2024

Jan 29, 2025
SELL
N/A
-4,438 Reduced 3.41%
125,663 $1.27 Million
Q3 2024

Nov 12, 2024
SELL
N/A
-12,952 Reduced 9.05%
130,101 $1.39 Million
Q1 2024

May 03, 2024
BUY
N/A
8,752 Added 6.52%
143,053 $1.4 Million
Q4 2023

Jan 26, 2024
BUY
N/A
134,301 New
134,301 $1.34 Million
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