Creative Planning’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 | $812K | Sell |
14,150
-10,525
| -43% | -$604K | ﹤0.01% | 2031 |
|
|
2025
Q1 | $1.29M | Buy |
24,675
+9,063
| +58% | +$475K | ﹤0.01% | 1512 |
|
|
2024
Q4 | $854K | Buy |
15,612
+191
| +1% | +$10.5K | ﹤0.01% | 1759 |
|
|
2024
Q3 | $789K | Sell |
15,421
-820
| -5% | -$42K | ﹤0.01% | 1713 |
|
|
2024
Q2 | $777K | Buy |
16,241
+3,865
| +31% | +$185K | ﹤0.01% | 1596 |
|
|
2024
Q1 | $570K | Buy |
12,376
+54
| +0.4% | +$2.49K | ﹤0.01% | 1758 |
|
|
2023
Q4 | $599K | Buy |
12,322
+2,259
| +22% | +$110K | ﹤0.01% | 1575 |
|
|
2023
Q3 | $372K | Sell |
10,063
-348
| -3% | -$12.9K | ﹤0.01% | 1764 |
|
|
2023
Q2 | $400K | Sell |
10,411
-12,440
| -54% | -$477K | ﹤0.01% | 1698 |
|
|
2023
Q1 | $832K | Buy |
22,851
+7,440
| +48% | +$271K | ﹤0.01% | 1164 |
|
|
2022
Q4 | $746K | Sell |
15,411
-465
| -3% | -$22.5K | ﹤0.01% | 1184 |
|
|
2022
Q3 | $727K | Buy |
15,876
+1,805
| +13% | +$82.7K | ﹤0.01% | 1111 |
|
|
2022
Q2 | $624K | Buy |
+14,071
| New | +$624K | ﹤0.01% | 1192 |
|
|
2017
Q3 | – | Sell |
-692
| Closed | -$34K | – | 2651 |
|
|
2017
Q2 | $34K | Buy |
692
+89
| +15% | +$4.37K | ﹤0.01% | 2787 |
|
|
2017
Q1 | $27K | Hold |
603
| – | – | ﹤0.01% | 2885 |
|
|
2016
Q4 | $26K | Hold |
603
| – | – | ﹤0.01% | 2860 |
|
|
2016
Q3 | $20K | Buy |
+603
| New | +$20K | ﹤0.01% | 3028 |
|
|
2016
Q2 | – | Sell |
-400
| Closed | -$9K | – | 4259 |
|
|
2016
Q1 | $9K | Hold |
400
| – | – | ﹤0.01% | 3245 |
|
|
2015
Q4 | $10K | Hold |
400
| – | – | ﹤0.01% | 3251 |
|
|
2015
Q3 | $11K | Buy |
+400
| New | +$11K | ﹤0.01% | 3112 |
|
|
2015
Q2 | – | Sell |
-402
| Closed | -$12K | – | 1854 |
|
|
2015
Q1 | $12K | Buy |
402
+400
| +20,000% | +$11.9K | ﹤0.01% | 3040 |
|
|
2014
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 4079 |
|
|
2014
Q3 | $0 | Sell |
2
-149
| -99% | – | ﹤0.01% | 3918 |
|
|
2014
Q2 | $5K | Buy |
151
+149
| +7,450% | +$4.93K | ﹤0.01% | 3131 |
|
|
2014
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 3572 |
|
|
2013
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 3378 |
|
|
2013
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 3271 |
|
|
2013
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 3091 |
|