Corient Private Wealth’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 | $810K | Buy |
14,111
+3,769
| +36% | +$216K | ﹤0.01% | 1539 |
|
|
2025
Q1 | $542K | Sell |
10,342
-4,572
| -31% | -$240K | ﹤0.01% | 1555 |
|
|
2024
Q4 | $816K | Sell |
14,914
-1,936
| -11% | -$106K | ﹤0.01% | 1394 |
|
|
2024
Q3 | $862K | Sell |
16,850
-24
| -0.1% | -$1.23K | ﹤0.01% | 1450 |
|
|
2024
Q2 | $807K | Buy |
16,874
+1,290
| +8% | +$61.7K | ﹤0.01% | 1407 |
|
|
2024
Q1 | $717K | Sell |
15,584
-157
| -1% | -$7.23K | ﹤0.01% | 1449 |
|
|
2023
Q4 | $765K | Buy |
15,741
+2,293
| +17% | +$111K | ﹤0.01% | 1401 |
|
|
2023
Q3 | $497K | Buy |
13,448
+5,827
| +76% | +$216K | ﹤0.01% | 1497 |
|
|
2023
Q2 | $292K | Buy |
7,621
+5
| +0.1% | +$192 | ﹤0.01% | 1703 |
|
|
2023
Q1 | $277K | Sell |
7,616
-3,204
| -30% | -$117K | ﹤0.01% | 1640 |
|
|
2022
Q4 | $524K | Buy |
+10,820
| New | +$524K | ﹤0.01% | 1123 |
|