HWAM
Hennion & Walsh Asset Management’s Peoples Bancorp PEBO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $620K | Buy |
20,288
+1,402
| +7% | +$42.8K | 0.03% | 612 |
|
|
2025
Q1 | $560K | Buy |
18,886
+3,250
| +21% | +$96.4K | 0.02% | 603 |
|
|
2024
Q4 | $496K | Buy |
15,636
+3,593
| +30% | +$114K | 0.02% | 624 |
|
|
2024
Q3 | $362K | Buy |
12,043
+381
| +3% | +$11.5K | 0.02% | 701 |
|
|
2024
Q2 | $350K | Sell |
11,662
-990
| -8% | -$29.7K | 0.02% | 691 |
|
|
2024
Q1 | $375K | Buy |
12,652
+1,900
| +18% | +$56.3K | 0.02% | 641 |
|
|
2023
Q4 | $363K | Sell |
10,752
-1,246
| -10% | -$42.1K | 0.02% | 630 |
|
|
2023
Q3 | $305K | Buy |
11,998
+590
| +5% | +$15K | 0.02% | 642 |
|
|
2023
Q2 | $303K | Sell |
11,408
-6,261
| -35% | -$166K | 0.02% | 645 |
|
|
2023
Q1 | $455K | Sell |
17,669
-213
| -1% | -$5.49K | 0.03% | 521 |
|
|
2022
Q4 | $505K | Buy |
17,882
+768
| +4% | +$21.7K | 0.03% | 502 |
|
|
2022
Q3 | $495K | Buy |
17,114
+5,166
| +43% | +$149K | 0.03% | 485 |
|
|
2022
Q2 | $318K | Buy |
11,948
+123
| +1% | +$3.27K | 0.02% | 614 |
|
|
2022
Q1 | $370K | Buy |
11,825
+868
| +8% | +$27.2K | 0.02% | 590 |
|
|
2021
Q4 | $349K | Buy |
10,957
+3,722
| +51% | +$119K | 0.02% | 614 |
|
|
2021
Q3 | $229K | Buy |
+7,235
| New | +$229K | 0.01% | 683 |
|