Hldgs shares owned by HCR Wealth Advisors
Historical chart of HCR Wealth Advisors investment in Hldgs
Tip: Access up to 7 years of quarterly data
All positions including Hldgs held by HCR Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Hldgs by HCR Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $206k | 5.0k | 41.26 |
2023-09-30 | $212k | 5.0k | 42.30 |
2023-06-30 | $274k | 5.0k | 54.87 |
2023-03-31 | $221k | 5.0k | 44.25 |
2022-03-31 | $232k | 5.0k | 46.40 |
2021-12-31 | $219k | 5.0k | 43.80 |