HWA
HCR Wealth Advisors’s Cadiz CDZI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $147K | Sell |
49,000
-562,750
| -92% | -$1.68M | 0.02% | 230 |
|
|
2025
Q1 | $1.79M | Buy |
611,750
+83,750
| +16% | +$245K | 0.23% | 65 |
|
|
2024
Q4 | $2.75M | Buy |
528,000
+72,079
| +16% | +$375K | 0.34% | 50 |
|
|
2024
Q3 | $1.38M | Buy |
455,921
+89,234
| +24% | +$270K | 0.18% | 86 |
|
|
2024
Q2 | $1.13M | Buy |
366,687
+284,766
| +348% | +$880K | 0.16% | 87 |
|
|
2024
Q1 | $238K | Buy |
81,921
+10,762
| +15% | +$31.2K | 0.04% | 195 |
|
|
2023
Q4 | $199K | Hold |
71,159
| – | – | 0.03% | 202 |
|
|
2023
Q3 | $236K | Buy |
71,159
+15,822
| +29% | +$52.4K | 0.05% | 146 |
|
|
2023
Q2 | $225K | Sell |
55,337
-40,613
| -42% | -$165K | 0.04% | 160 |
|
|
2023
Q1 | $388K | Hold |
95,950
| – | – | 0.08% | 126 |
|
|
2022
Q4 | $240K | Buy |
+95,950
| New | +$240K | 0.05% | 151 |
|