HWAM
Hennion & Walsh Asset Management’s International Bancshares IBOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $417K | Buy |
6,259
+39
| +0.6% | +$2.6K | 0.02% | 731 |
|
|
2025
Q1 | $392K | Sell |
6,220
-54
| -0.9% | -$3.41K | 0.02% | 704 |
|
|
2024
Q4 | $396K | Buy |
6,274
+649
| +12% | +$41K | 0.02% | 695 |
|
|
2024
Q3 | $336K | Buy |
5,625
+208
| +4% | +$12.4K | 0.02% | 716 |
|
|
2024
Q2 | $310K | Buy |
+5,417
| New | +$310K | 0.02% | 715 |
|
|
2023
Q4 | – | Sell |
-7,276
| Closed | -$315K | – | 836 |
|
|
2023
Q3 | $315K | Sell |
7,276
-758
| -9% | -$32.9K | 0.02% | 636 |
|
|
2023
Q2 | $355K | Sell |
8,034
-151
| -2% | -$6.67K | 0.02% | 608 |
|
|
2023
Q1 | $350K | Sell |
8,185
-166
| -2% | -$7.1K | 0.02% | 597 |
|
|
2022
Q4 | $382K | Sell |
8,351
-134
| -2% | -$6.13K | 0.02% | 558 |
|
|
2022
Q3 | $361K | Sell |
8,485
-266
| -3% | -$11.3K | 0.02% | 554 |
|
|
2022
Q2 | $351K | Buy |
8,751
+769
| +10% | +$30.8K | 0.02% | 584 |
|
|
2022
Q1 | $337K | Buy |
+7,982
| New | +$337K | 0.02% | 615 |
|