HCR Wealth Advisors’s CVB Financial CVBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $198K | Hold |
10,000
| – | – | 0.02% | 229 |
|
|
2025
Q1 | $185K | Hold |
10,000
| – | – | 0.02% | 225 |
|
|
2024
Q4 | $214K | Hold |
10,000
| – | – | 0.03% | 219 |
|
|
2024
Q3 | $178K | Hold |
10,000
| – | – | 0.02% | 225 |
|
|
2024
Q2 | $172K | Hold |
10,000
| – | – | 0.02% | 217 |
|
|
2024
Q1 | $178K | Hold |
10,000
| – | – | 0.03% | 215 |
|
|
2023
Q4 | $202K | Hold |
10,000
| – | – | 0.03% | 198 |
|
|
2023
Q3 | $166K | Hold |
10,000
| – | – | 0.04% | 166 |
|
|
2023
Q2 | $133K | Hold |
10,000
| – | – | 0.02% | 170 |
|
|
2023
Q1 | $167K | Hold |
10,000
| – | – | 0.03% | 166 |
|
|
2022
Q4 | $260K | Hold |
10,000
| – | – | 0.05% | 145 |
|
|
2022
Q3 | $253K | Hold |
10,000
| – | – | 0.05% | 146 |
|
|
2022
Q2 | $250K | Hold |
10,000
| – | – | 0.05% | 150 |
|
|
2022
Q1 | $232K | Buy |
+10,000
| New | +$232K | 0.04% | 170 |
|