Carson Wealth (CWM LLC)’s Hancock Whitney HWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $449K | Buy |
7,827
+3,724
| +91% | +$214K | ﹤0.01% | 1635 |
|
|
2025
Q1 | $215K | Buy |
4,103
+950
| +30% | +$49.8K | ﹤0.01% | 1875 |
|
|
2024
Q4 | $173K | Buy |
3,153
+491
| +18% | +$26.9K | ﹤0.01% | 1920 |
|
|
2024
Q3 | $136K | Buy |
2,662
+1,677
| +170% | +$85.7K | ﹤0.01% | 1996 |
|
|
2024
Q2 | $47K | Buy |
985
+718
| +269% | +$34.3K | ﹤0.01% | 2506 |
|
|
2024
Q1 | $12K | Buy |
267
+141
| +112% | +$6.34K | ﹤0.01% | 3226 |
|
|
2023
Q4 | $6K | Sell |
126
-220
| -64% | -$10.5K | ﹤0.01% | 3426 |
|
|
2023
Q3 | $13K | Buy |
346
+7
| +2% | +$263 | ﹤0.01% | 2979 |
|
|
2023
Q2 | $13K | Buy |
339
+171
| +102% | +$6.56K | ﹤0.01% | 2917 |
|
|
2023
Q1 | $6K | Sell |
168
-316
| -65% | -$11.3K | ﹤0.01% | 3203 |
|
|
2022
Q4 | $23K | Buy |
484
+185
| +62% | +$8.79K | ﹤0.01% | 2265 |
|
|
2022
Q3 | $14K | Buy |
299
+166
| +125% | +$7.77K | ﹤0.01% | 2465 |
|
|
2022
Q2 | $6K | Sell |
133
-7
| -5% | -$316 | ﹤0.01% | 2886 |
|
|
2022
Q1 | $7K | Buy |
140
+61
| +77% | +$3.05K | ﹤0.01% | 2677 |
|
|
2021
Q4 | $4K | Buy |
+79
| New | +$4K | ﹤0.01% | 2829 |
|
|
2021
Q2 | $4K | Hold |
79
| – | – | ﹤0.01% | 2423 |
|
|
2021
Q1 | $4K | Hold |
79
| – | – | ﹤0.01% | 2423 |
|
|
2020
Q4 | $4K | Hold |
79
| – | – | ﹤0.01% | 2423 |
|
|
2020
Q3 | $4K | Hold |
79
| – | – | ﹤0.01% | 2423 |
|
|
2020
Q2 | $4K | Hold |
79
| – | – | ﹤0.01% | 2423 |
|
|
2020
Q1 | $4K | Hold |
79
| – | – | ﹤0.01% | 2423 |
|
|
2019
Q4 | $4K | Hold |
79
| – | – | ﹤0.01% | 2423 |
|
|
2019
Q3 | $4K | Hold |
79
| – | – | ﹤0.01% | 2423 |
|
|
2019
Q2 | $4K | Hold |
79
| – | – | ﹤0.01% | 2423 |
|
|
2019
Q1 | $4K | Buy |
79
+49
| +163% | +$2.48K | ﹤0.01% | 2423 |
|
|
2018
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 1900 |
|
|
2018
Q3 | $1K | Sell |
30
-20
| -40% | -$667 | ﹤0.01% | 1669 |
|
|
2018
Q2 | $2K | Buy |
50
+20
| +67% | +$800 | ﹤0.01% | 1376 |
|
|
2018
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 1172 |
|
|
2017
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 1357 |
|
|
2017
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 1371 |
|
|
2017
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 1094 |
|
|
2017
Q1 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 1060 |
|