Geneos Wealth Management’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 | $1.32K | Sell |
23
-3
| -12% | -$172 | ﹤0.01% | 2910 |
|
|
2025
Q1 | $3.88K | Buy |
26
+4
| +18% | +$597 | ﹤0.01% | 2818 |
|
|
2024
Q4 | $1.2K | Hold |
22
| – | – | ﹤0.01% | 2732 |
|
|
2024
Q3 | $1.13K | Buy |
+22
| New | +$1.13K | ﹤0.01% | 2424 |
|
|
2021
Q4 | – | Sell |
-2,360
| Closed | -$113K | – | 2815 |
|
|
2021
Q3 | $113K | Sell |
2,360
-1,894
| -45% | -$90.7K | ﹤0.01% | 1118 |
|
|
2021
Q2 | $188K | Buy |
4,254
+9
| +0.2% | +$398 | 0.01% | 873 |
|
|
2021
Q1 | $196K | Hold |
4,245
| – | – | 0.01% | 969 |
|
|
2020
Q4 | $180K | Buy |
4,245
+508
| +14% | +$21.5K | 0.01% | 868 |
|
|
2020
Q3 | $68K | Buy |
3,737
+16
| +0.4% | +$291 | ﹤0.01% | 1106 |
|
|
2020
Q2 | $70K | Buy |
3,721
+14
| +0.4% | +$263 | ﹤0.01% | 1070 |
|
|
2020
Q1 | $73K | Buy |
3,707
+1,180
| +47% | +$23.2K | ﹤0.01% | 958 |
|
|
2019
Q4 | $110K | Hold |
2,527
| – | – | 0.01% | 911 |
|
|
2019
Q3 | $96K | Hold |
2,527
| – | – | 0.01% | 909 |
|
|
2019
Q2 | $101K | Hold |
2,527
| – | – | 0.01% | 903 |
|
|
2019
Q1 | $102K | Hold |
2,527
| – | – | 0.01% | 857 |
|
|
2018
Q4 | $87K | Buy |
2,527
+1,679
| +198% | +$57.8K | 0.01% | 883 |
|
|
2018
Q3 | $40K | Hold |
848
| – | – | ﹤0.01% | 1275 |
|
|
2018
Q2 | $39K | Hold |
848
| – | – | ﹤0.01% | 1159 |
|
|
2018
Q1 | $43K | Hold |
848
| – | – | ﹤0.01% | 1053 |
|
|
2017
Q4 | $41K | Hold |
848
| – | – | ﹤0.01% | 1087 |
|
|
2017
Q3 | $41K | Hold |
848
| – | – | ﹤0.01% | 1047 |
|
|
2017
Q2 | $41K | Sell |
848
-1,023
| -55% | -$49.5K | ﹤0.01% | 1006 |
|
|
2017
Q1 | $85K | Hold |
1,871
| – | – | 0.01% | 710 |
|
|
2016
Q4 | $80K | Sell |
1,871
-6,032
| -76% | -$258K | 0.01% | 674 |
|
|
2016
Q3 | $256K | Buy |
7,903
+23
| +0.3% | +$745 | 0.03% | 393 |
|
|
2016
Q2 | $202K | Hold |
7,880
| – | – | 0.03% | 438 |
|
|
2016
Q1 | $178K | Buy |
+7,880
| New | +$178K | 0.03% | 458 |
|