Client 1st Advisory Group’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 | $286K | Hold |
4,976
| – | – | 0.1% | 100 |
|
|
2025
Q1 | $261K | Hold |
4,976
| – | – | 0.1% | 107 |
|
|
2024
Q4 | $272K | Hold |
4,976
| – | – | 0.1% | 108 |
|
|
2024
Q3 | $255K | Hold |
4,976
| – | – | 0.1% | 106 |
|
|
2024
Q2 | $238K | Hold |
4,976
| – | – | 0.1% | 102 |
|
|
2024
Q1 | $229K | Hold |
4,976
| – | – | 0.1% | 105 |
|
|
2023
Q4 | $242K | Buy |
+4,976
| New | +$242K | 0.12% | 96 |
|
|
2023
Q1 | – | Sell |
-4,976
| Closed | -$241K | – | 93 |
|
|
2022
Q4 | $241K | Hold |
4,976
| – | – | 0.14% | 78 |
|
|
2022
Q3 | $228K | Buy |
+4,976
| New | +$228K | 0.14% | 73 |
|