Hldgs shares owned by GoalVest Advisory
Historical chart of GoalVest Advisory investment in Hldgs
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All positions including Hldgs held by GoalVest Advisory consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Hldgs by GoalVest Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $67k | 692 | 96.50 |
| 2025-06-30 | $55k | 692 | 79.63 |
| 2025-03-31 | $48k | 695 | 69.05 |
| 2024-12-31 | $67k | 692 | 97.10 |
| 2024-09-30 | $40k | 692 | 57.06 |
| 2024-06-30 | $34k | 692 | 48.66 |
| 2024-03-31 | $33k | 692 | 47.88 |
| 2022-03-31 | $1.0k | 14 | 71.43 |
| 2021-06-30 | $12k | 221 | 54.30 |
| 2021-03-31 | $13k | 221 | 58.82 |