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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.92M | Buy |
93,033
+31,883
| +52% | +$2.14M | ﹤0.01% | 1066 |
|
|
2025
Q4 | $3.89M | Buy |
61,150
+32,883
| +116% | +$2M | ﹤0.01% | 1184 |
|
|
2025
Q3 | $1.77M | Buy |
28,267
+14,117
| +100% | +$865K | ﹤0.01% | 1640 |
|
|
2025
Q2 | $812K | Sell |
14,150
-10,525
| -43% | -$560K | ﹤0.01% | 2036 |
|
|
2025
Q1 | $1.29M | Buy |
24,675
+9,063
| +58% | +$510K | ﹤0.01% | 1516 |
|
|
2024
Q4 | $854K | Buy |
15,612
+191
| +1% | +$10.6K | ﹤0.01% | 1763 |
|
|
2024
Q3 | $789K | Sell |
15,421
-820
| -5% | -$41.7K | ﹤0.01% | 1713 |
|
|
2024
Q2 | $777K | Buy |
16,241
+3,865
| +31% | +$177K | ﹤0.01% | 1601 |
|
|
2024
Q1 | $570K | Buy |
12,376
+54
| +0.4% | +$2.4K | ﹤0.01% | 1764 |
|
|
2023
Q4 | $599K | Buy |
12,322
+2,259
| +22% | +$90.3K | ﹤0.01% | 1579 |
|
|
2023
Q3 | $372K | Sell |
10,063
-348
| -3% | -$14.2K | ﹤0.01% | 1768 |
|
|
2023
Q2 | $400K | Sell |
10,411
-12,440
| -54% | -$462K | ﹤0.01% | 1705 |
|
|
2023
Q1 | $832K | Buy |
22,851
+7,440
| +48% | +$347K | ﹤0.01% | 1168 |
|
|
2022
Q4 | $746K | Sell |
15,411
-465
| -3% | -$24K | ﹤0.01% | 1188 |
|
|
2022
Q3 | $727K | Buy |
15,876
+1,805
| +13% | +$86.8K | ﹤0.01% | 1117 |
|
|
2022
Q2 | $624K | Buy |
+14,071
| New | +$669K | ﹤0.01% | 1196 |
|
|
2017
Q3 | – | Sell |
-692
| Closed | -$34K | – | 2714 |
|
|
2017
Q2 | $34K | Buy |
692
+89
| +15% | +$4.19K | ﹤0.01% | 2810 |
|
|
2017
Q1 | $27K | Hold |
603
| – | – | ﹤0.01% | 2914 |
|
|
2016
Q4 | $26K | Hold |
603
| – | – | ﹤0.01% | 2894 |
|
|
2016
Q3 | $20K | Buy |
+603
| New | +$18.2K | ﹤0.01% | 3061 |
|
|
2016
Q2 | – | Sell |
-400
| Closed | -$9K | – | 4423 |
|
|
2016
Q1 | $9K | Hold |
400
| – | – | ﹤0.01% | 3281 |
|
|
2015
Q4 | $10K | Hold |
400
| – | – | ﹤0.01% | 3299 |
|
|
2015
Q3 | $11K | Buy |
+400
| New | +$11.4K | ﹤0.01% | 3142 |
|
|
2015
Q2 | – | Sell |
-402
| Closed | -$12K | – | 1937 |
|
|
2015
Q1 | $12K | Buy |
402
+400
| +20,000% | +$11.4K | ﹤0.01% | 3078 |
|
|
2014
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 4237 |
|
|
2014
Q3 | $0 | Sell |
2
-149
| -99% | -$4.97K | ﹤0.01% | 4071 |
|
|
2014
Q2 | $5K | Buy |
151
+149
| +7,450% | +$5.14K | ﹤0.01% | 3216 |
|
|
2014
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 3687 |
|
|
2013
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 3378 |
|
|
2013
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 3271 |
|
|
2013
Q2 | $0 | Buy |
+2
| New | +$57 | ﹤0.01% | 3091 |
|
Other funds holding HWC
VPM
VCM
