HWA
HCR Wealth Advisors’s Rocket Companies RKT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $939K | Sell |
66,249
-120
| -0.2% | -$1.7K | 0.11% | 105 |
|
|
2025
Q1 | $801K | Sell |
66,369
-9,935
| -13% | -$120K | 0.1% | 112 |
|
|
2024
Q4 | $859K | Sell |
76,304
-1,903
| -2% | -$21.4K | 0.11% | 108 |
|
|
2024
Q3 | $1.5M | Sell |
78,207
-156
| -0.2% | -$2.99K | 0.2% | 80 |
|
|
2024
Q2 | $1.07M | Sell |
78,363
-369
| -0.5% | -$5.06K | 0.15% | 92 |
|
|
2024
Q1 | $1.15M | Buy |
78,732
+2,437
| +3% | +$35.5K | 0.17% | 84 |
|
|
2023
Q4 | $1.1M | Buy |
76,295
+6,423
| +9% | +$93K | 0.17% | 83 |
|
|
2023
Q3 | $572K | Sell |
69,872
-7,377
| -10% | -$60.3K | 0.13% | 98 |
|
|
2023
Q2 | $692K | Sell |
77,249
-1,960
| -2% | -$17.6K | 0.13% | 96 |
|
|
2023
Q1 | $718K | Sell |
79,209
-1,120
| -1% | -$10.1K | 0.14% | 92 |
|
|
2022
Q4 | $562K | Sell |
80,329
-10,048
| -11% | -$70.3K | 0.12% | 104 |
|
|
2022
Q3 | $571K | Sell |
90,377
-10,209
| -10% | -$64.5K | 0.12% | 103 |
|
|
2022
Q2 | $740K | Sell |
100,586
-44,060
| -30% | -$324K | 0.15% | 95 |
|
|
2022
Q1 | $1.61M | Sell |
144,646
-7,612
| -5% | -$84.6K | 0.26% | 69 |
|
|
2021
Q4 | $2.13M | Sell |
152,258
-37,967
| -20% | -$532K | 0.33% | 69 |
|
|
2021
Q3 | $3.05M | Sell |
190,225
-1,671
| -0.9% | -$26.8K | 0.51% | 45 |
|
|
2021
Q2 | $3.71M | Buy |
191,896
+5,262
| +3% | +$102K | 0.64% | 28 |
|
|
2021
Q1 | $4.31M | Buy |
186,634
+129,229
| +225% | +$2.98M | 0.85% | 21 |
|
|
2020
Q4 | $1.16M | Buy |
+57,405
| New | +$1.16M | 0.24% | 82 |
|