Geneos Wealth Management’s Howmet Aerospace HWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.31M | Sell |
12,418
-12,805
| -51% | -$2.38M | 0.06% | 348 |
|
|
2025
Q1 | $3.27M | Buy |
25,223
+14,263
| +130% | +$1.85M | 0.05% | 372 |
|
|
2024
Q4 | $1.2M | Buy |
10,960
+8,241
| +303% | +$901K | 0.04% | 373 |
|
|
2024
Q3 | $273K | Buy |
2,719
+327
| +14% | +$32.8K | 0.01% | 692 |
|
|
2024
Q2 | $186K | Buy |
2,392
+133
| +6% | +$10.3K | 0.01% | 718 |
|
|
2024
Q1 | $155K | Hold |
2,259
| – | – | 0.01% | 759 |
|
|
2023
Q4 | $122K | Buy |
2,259
+205
| +10% | +$11.1K | 0.01% | 785 |
|
|
2023
Q3 | $95K | Sell |
2,054
-253
| -11% | -$11.7K | ﹤0.01% | 886 |
|
|
2023
Q2 | $114K | Hold |
2,307
| – | – | 0.01% | 843 |
|
|
2023
Q1 | $97.7K | Buy |
2,307
+333
| +17% | +$14.1K | 0.01% | 847 |
|
|
2022
Q4 | $77.8K | Sell |
1,974
-333
| -14% | -$13.1K | ﹤0.01% | 900 |
|
|
2022
Q3 | $71K | Sell |
2,307
-2,770
| -55% | -$85.2K | ﹤0.01% | 911 |
|
|
2022
Q2 | $161K | Sell |
5,077
-244
| -5% | -$7.74K | 0.01% | 831 |
|
|
2022
Q1 | $191K | Sell |
5,321
-266
| -5% | -$9.55K | 0.01% | 826 |
|
|
2021
Q4 | $177K | Hold |
5,587
| – | – | 0.01% | 921 |
|
|
2021
Q3 | $181K | Hold |
5,587
| – | – | 0.01% | 901 |
|
|
2021
Q2 | $192K | Buy |
5,587
+406
| +8% | +$14K | 0.01% | 862 |
|
|
2021
Q1 | $165K | Hold |
5,181
| – | – | ﹤0.01% | 1063 |
|
|
2020
Q4 | $115K | Buy |
5,181
+1,219
| +31% | +$27.1K | ﹤0.01% | 1076 |
|
|
2020
Q3 | $66K | Hold |
3,962
| – | – | ﹤0.01% | 1123 |
|
|
2020
Q2 | $61K | Buy |
+3,962
| New | +$61K | ﹤0.01% | 1131 |
|