Hldgs shares owned by Act Wealth Management
Historical chart of Act Wealth Management investment in Hldgs
Tip: Access up to 7 years of quarterly data
All positions including Hldgs held by Act Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Hldgs by Act Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $258k | 2.7k | 96.50 |
| 2025-06-30 | $296k | 3.7k | 79.63 |
| 2025-03-31 | $219k | 3.2k | 69.05 |
| 2024-12-31 | $405k | 4.2k | 97.10 |
| 2024-09-30 | $238k | 4.2k | 57.06 |
| 2024-06-30 | $203k | 4.2k | 48.66 |
| 2024-03-31 | $246k | 5.1k | 47.88 |
| 2023-12-31 | $212k | 5.1k | 41.26 |
| 2023-06-30 | $208k | 3.8k | 54.87 |
| 2021-09-30 | $220k | 4.2k | 52.24 |
| 2021-06-30 | $220k | 4.2k | 52.24 |
| 2021-03-31 | $216k | 3.8k | 57.43 |