Buckingham Strategic Wealth’s Hancock Whitney HWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $485K | Buy |
10,131
+131
| +1% | +$6.27K | 0.01% | 473 |
|
|
2024
Q1 | $460K | Sell |
10,000
-123
| -1% | -$5.66K | ﹤0.01% | 483 |
|
|
2023
Q4 | $492K | Hold |
10,123
| – | – | 0.01% | 446 |
|
|
2023
Q3 | $374K | Hold |
10,123
| – | – | 0.01% | 489 |
|
|
2023
Q2 | $389K | Hold |
10,123
| – | – | 0.01% | 482 |
|
|
2023
Q1 | $490K | Hold |
10,123
| – | – | 0.01% | 379 |
|
|
2022
Q4 | $490K | Hold |
10,123
| – | – | 0.01% | 381 |
|
|
2022
Q3 | $464K | Hold |
10,123
| – | – | 0.01% | 384 |
|
|
2022
Q2 | $449K | Hold |
10,123
| – | – | 0.01% | 388 |
|
|
2022
Q1 | $528K | Sell |
10,123
-4,037
| -29% | -$211K | 0.01% | 355 |
|
|
2021
Q4 | $708K | Buy |
+14,160
| New | +$708K | 0.01% | 307 |
|