Number of Shares
729,839
Previous 722,230 1.05%
Holding current value
$21.1 Billion
Previous $21.7 Billion 2.59%
% of portfolio
8.77%
Previous 2.98%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024

BUY
N/A
7,609 Added 1.05%
729,839 $21.1 Billion
Q1 2024

Aug 20, 2024

BUY
N/A
18,812 Added 2.67%
722,230 $21.7 Billion
Q1 2024

May 03, 2024

BUY
N/A
18,812 Added 2.67%
722,230 $21.7 Billion
Q4 2023

Aug 20, 2024

SELL
N/A
-26,421 Reduced 3.62%
703,418 $19 Billion
Q4 2023

Feb 09, 2024

BUY
N/A
56,786 Added 8.78%
703,418 $19 Billion
Q3 2023

Nov 09, 2023

BUY
N/A
23,241 Added 3.73%
646,632 $16 Billion
Q2 2023

Aug 08, 2023

BUY
N/A
623,391 New
623,391 $15.8 Billion
Track This Portfolio

Track Team Hewins, LLC Portfolio

Follow Team Hewins, 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 Team Hewins, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Team Hewins, LLC with notifications on news.