HWAM
Hennion & Walsh Asset Management’s Valley National Bancorp VLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Sell |
33,864
-1,441
| -4% | -$12.9K | 0.01% | 810 |
|
|
2025
Q1 | $314K | Sell |
35,305
-295
| -0.8% | -$2.62K | 0.01% | 755 |
|
|
2024
Q4 | $323K | Buy |
35,600
+5,181
| +17% | +$46.9K | 0.01% | 739 |
|
|
2024
Q3 | $276K | Buy |
30,419
+2,154
| +8% | +$19.5K | 0.01% | 759 |
|
|
2024
Q2 | $197K | Buy |
28,265
+15,004
| +113% | +$105K | 0.01% | 809 |
|
|
2024
Q1 | $106K | Sell |
13,261
-12,749
| -49% | -$101K | 0.01% | 830 |
|
|
2023
Q4 | $282K | Sell |
26,010
-15,913
| -38% | -$173K | 0.02% | 698 |
|
|
2023
Q3 | $359K | Sell |
41,923
-2,398
| -5% | -$20.5K | 0.02% | 612 |
|
|
2023
Q2 | $343K | Sell |
44,321
-782
| -2% | -$6.05K | 0.02% | 613 |
|
|
2023
Q1 | $417K | Sell |
45,103
-869
| -2% | -$8.03K | 0.03% | 550 |
|
|
2022
Q4 | $520K | Sell |
45,972
-732
| -2% | -$8.28K | 0.03% | 493 |
|
|
2022
Q3 | $504K | Sell |
46,704
-107
| -0.2% | -$1.16K | 0.03% | 479 |
|
|
2022
Q2 | $487K | Buy |
46,811
+12,668
| +37% | +$132K | 0.03% | 486 |
|
|
2022
Q1 | $445K | Buy |
+34,143
| New | +$445K | 0.02% | 538 |
|
|
2021
Q4 | – | Sell |
-35,567
| Closed | -$473K | – | 789 |
|
|
2021
Q3 | $473K | Sell |
35,567
-12,373
| -26% | -$165K | 0.02% | 523 |
|
|
2021
Q2 | $644K | Sell |
47,940
-1,946
| -4% | -$26.1K | 0.03% | 468 |
|
|
2021
Q1 | $685K | Buy |
+49,886
| New | +$685K | 0.04% | 437 |
|