Cerity Partners’s Hancock Whitney HWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Buy |
23,184
+5,996
| +35% | +$344K | ﹤0.01% | 1397 |
|
|
2025
Q1 | $902K | Buy |
17,188
+1,130
| +7% | +$59.3K | ﹤0.01% | 1473 |
|
|
2024
Q4 | $861K | Sell |
16,058
-1,905
| -11% | -$102K | ﹤0.01% | 1487 |
|
|
2024
Q3 | $919K | Buy |
17,963
+12,229
| +213% | +$626K | ﹤0.01% | 1442 |
|
|
2024
Q2 | $274K | Sell |
5,734
-1,608
| -22% | -$76.9K | ﹤0.01% | 1869 |
|
|
2024
Q1 | $338K | Buy |
+7,342
| New | +$338K | ﹤0.01% | 1800 |
|
|
2023
Q2 | – | Sell |
-1,713
| Closed | -$4.08M | – | 1788 |
|
|
2023
Q1 | $4.08M | Buy |
+1,713
| New | +$4.08M | 0.01% | 535 |
|