HighMark Wealth Management »

Hldgs shares owned by HighMark Wealth Management

Quarter-by-quarter ownership of Hldgs (UAL) shares owned by HighMark Wealth Management from 13F filings

Historical chart of HighMark Wealth Management investment in Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Hldgs held by HighMark Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Hldgs by HighMark Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $29k 500 57.06
2024-06-30 $24k 500 48.66
2024-03-31 $24k 500 47.88
2023-12-31 $21k 500 41.26
2023-09-30 $21k 500 42.30
2023-06-30 $27k 500 54.87
2023-03-31 $22k 500 44.25
2022-12-31 $19k 500 37.70
2022-09-30 $16k 500 32.00
2022-06-30 $18k 500 36.00
2022-03-31 $23k 500 46.00