HCR Wealth Advisors’s Cognizant CTSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,830
| Closed | -$300K | – | 239 |
|
|
2019
Q4 | $300K | Sell |
4,830
-825
| -15% | -$51.2K | 0.07% | 130 |
|
|
2019
Q3 | $341K | Sell |
5,655
-1,100
| -16% | -$66.3K | 0.11% | 115 |
|
|
2019
Q2 | $428K | Sell |
6,755
-1,045
| -13% | -$66.2K | 0.12% | 109 |
|
|
2019
Q1 | $565K | Sell |
7,800
-5,785
| -43% | -$419K | 0.16% | 98 |
|
|
2018
Q4 | $862K | Sell |
13,585
-400
| -3% | -$25.4K | 0.28% | 74 |
|
|
2018
Q3 | $1.03M | Sell |
13,985
-580
| -4% | -$42.6K | 0.33% | 68 |
|
|
2018
Q2 | $1.15M | Hold |
14,565
| – | – | 0.38% | 65 |
|
|
2018
Q1 | $1.17M | Sell |
14,565
-525
| -3% | -$42.2K | 0.41% | 59 |
|
|
2017
Q4 | $1.07M | Hold |
15,090
| – | – | 0.37% | 64 |
|
|
2017
Q3 | $1.1M | Buy |
15,090
+4,675
| +45% | +$339K | 0.46% | 55 |
|
|
2017
Q2 | $692K | Hold |
10,415
| – | – | 0.34% | 70 |
|
|
2017
Q1 | $620K | Buy |
10,415
+178
| +2% | +$10.6K | 0.32% | 77 |
|
|
2016
Q4 | $574K | Buy |
+10,237
| New | +$574K | 0.3% | 74 |
|