Hennion & Walsh Asset Management’s Hancock Whitney HWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,868
| Closed | -$300K | – | 881 |
|
|
2024
Q3 | $300K | Sell |
5,868
-570
| -9% | -$29.2K | 0.01% | 736 |
|
|
2024
Q2 | $308K | Sell |
6,438
-3,494
| -35% | -$167K | 0.02% | 717 |
|
|
2024
Q1 | $457K | Sell |
9,932
-85
| -0.8% | -$3.91K | 0.02% | 590 |
|
|
2023
Q4 | $487K | Buy |
10,017
+510
| +5% | +$24.8K | 0.03% | 555 |
|
|
2023
Q3 | $352K | Buy |
9,507
+504
| +6% | +$18.6K | 0.02% | 616 |
|
|
2023
Q2 | $346K | Buy |
+9,003
| New | +$346K | 0.02% | 611 |
|
|
2023
Q1 | – | Sell |
-4,174
| Closed | -$202K | – | 789 |
|
|
2022
Q4 | $202K | Buy |
+4,174
| New | +$202K | 0.01% | 730 |
|