HWA
HCR Wealth Advisors’s AutoNation AN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.91M | Buy |
24,712
+94
| +0.4% | +$18.7K | 0.58% | 27 |
|
|
2025
Q1 | $3.99M | Sell |
24,618
-224
| -0.9% | -$36.3K | 0.52% | 30 |
|
|
2024
Q4 | $4.22M | Buy |
24,842
+185
| +0.8% | +$31.4K | 0.53% | 28 |
|
|
2024
Q3 | $4.41M | Sell |
24,657
-227
| -0.9% | -$40.6K | 0.58% | 26 |
|
|
2024
Q2 | $3.97M | Buy |
24,884
+229
| +0.9% | +$36.5K | 0.57% | 28 |
|
|
2024
Q1 | $4.08M | Sell |
24,655
-297
| -1% | -$49.2K | 0.62% | 25 |
|
|
2023
Q4 | $3.75M | Buy |
24,952
+2,579
| +12% | +$387K | 0.59% | 28 |
|
|
2023
Q3 | $3.39M | Sell |
22,373
-15,765
| -41% | -$2.39M | 0.74% | 24 |
|
|
2023
Q2 | $6.28M | Buy |
38,138
+31
| +0.1% | +$5.1K | 1.16% | 15 |
|
|
2023
Q1 | $5.12M | Sell |
38,107
-1,362
| -3% | -$183K | 1.01% | 15 |
|
|
2022
Q4 | $4.23M | Sell |
39,469
-3,378
| -8% | -$362K | 0.89% | 18 |
|
|
2022
Q3 | $4.37M | Sell |
42,847
-8,109
| -16% | -$826K | 0.93% | 16 |
|
|
2022
Q2 | $5.7M | Sell |
50,956
-5,487
| -10% | -$613K | 1.14% | 14 |
|
|
2022
Q1 | $5.62M | Sell |
56,443
-3,436
| -6% | -$342K | 0.92% | 17 |
|
|
2021
Q4 | $7M | Sell |
59,879
-3,498
| -6% | -$409K | 1.08% | 11 |
|
|
2021
Q3 | $7.72M | Sell |
63,377
-1,103
| -2% | -$134K | 1.29% | 11 |
|
|
2021
Q2 | $6.11M | Sell |
64,480
-1,242
| -2% | -$118K | 1.06% | 17 |
|
|
2021
Q1 | $6.13M | Sell |
65,722
-4,893
| -7% | -$456K | 1.21% | 11 |
|
|
2020
Q4 | $4.93M | Buy |
70,615
+3,587
| +5% | +$250K | 1.03% | 16 |
|
|
2020
Q3 | $3.57M | Buy |
+67,028
| New | +$3.57M | 0.82% | 20 |
|