HWAM
Hennion & Walsh Asset Management’s Gates Industrial GTES Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $408K | Sell |
17,713
-12,298
| -41% | -$283K | 0.02% | 736 |
|
2025
Q1 | $553K | Sell |
30,011
-3,186
| -10% | -$58.7K | 0.02% | 608 |
|
2024
Q4 | $683K | Sell |
33,197
-12
| -0% | -$247 | 0.03% | 556 |
|
2024
Q3 | $583K | Sell |
33,209
-1,072
| -3% | -$18.8K | 0.03% | 578 |
|
2024
Q2 | $542K | Buy |
34,281
+6,667
| +24% | +$105K | 0.03% | 571 |
|
2024
Q1 | $489K | Buy |
27,614
+8,693
| +46% | +$154K | 0.03% | 572 |
|
2023
Q4 | $254K | Buy |
18,921
+8,867
| +88% | +$119K | 0.01% | 720 |
|
2023
Q3 | $117K | Buy |
+10,054
| New | +$117K | 0.01% | 779 |
|