Creative Planning’s Hancock Whitney HWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.77M | Buy |
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|
2025
Q2 | $812K | Sell |
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|
2025
Q1 | $1.29M | Buy |
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|
2024
Q4 | $854K | Buy |
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|
2024
Q3 | $789K | Sell |
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|
2024
Q2 | $777K | Buy |
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|
2024
Q1 | $570K | Buy |
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|
2023
Q4 | $599K | Buy |
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|
2023
Q3 | $372K | Sell |
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|
2023
Q2 | $400K | Sell |
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|
2023
Q1 | $832K | Buy |
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|
2022
Q4 | $746K | Sell |
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|
2022
Q3 | $727K | Buy |
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|
2022
Q2 | $624K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $34K | Buy |
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|
2017
Q1 | $27K | Hold |
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|
2016
Q4 | $26K | Hold |
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|
2016
Q3 | $20K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $9K | Hold |
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|
2015
Q4 | $10K | Hold |
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|
2015
Q3 | $11K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $12K | Buy |
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|
2014
Q4 | $0 | Hold |
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|
2014
Q3 | $0 | Sell |
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|
2014
Q2 | $5K | Buy |
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|
2014
Q1 | $0 | Hold |
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|
2013
Q4 | $0 | Hold |
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|
2013
Q3 | $0 | Hold |
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|
2013
Q2 | $0 | Buy |
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