HWA
Hillcrest Wealth Advisors’s Global Payments GPN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $798K | Sell |
9,974
-12
| -0.1% | -$960 | 0.38% | 29 |
|
|
2025
Q1 | $978K | Hold |
9,986
| – | – | 0.48% | 26 |
|
|
2024
Q4 | $1.12M | Hold |
9,986
| – | – | 0.53% | 26 |
|
|
2024
Q3 | $1.02M | Hold |
9,986
| – | – | 0.51% | 24 |
|
|
2024
Q2 | $966K | Sell |
9,986
-23
| -0.2% | -$2.22K | 0.52% | 23 |
|
|
2024
Q1 | $1.34M | Sell |
10,009
-2,350
| -19% | -$314K | 0.72% | 23 |
|
|
2023
Q4 | $1.57M | Sell |
12,359
-1,819
| -13% | -$231K | 0.87% | 22 |
|
|
2023
Q3 | $1.64M | Sell |
14,178
-2,100
| -13% | -$242K | 0.93% | 24 |
|
|
2023
Q2 | $1.6M | Sell |
16,278
-825
| -5% | -$81.3K | 0.95% | 23 |
|
|
2023
Q1 | $1.8M | Sell |
17,103
-600
| -3% | -$63.1K | 1.07% | 24 |
|
|
2022
Q4 | $1.76M | Buy |
17,703
+26
| +0.1% | +$2.58K | 1.05% | 25 |
|
|
2022
Q3 | $1.91M | Sell |
17,677
-491
| -3% | -$53.1K | 1.21% | 22 |
|
|
2022
Q2 | $2.01M | Hold |
18,168
| – | – | 1.22% | 21 |
|
|
2022
Q1 | $2.49M | Hold |
18,168
| – | – | 1.38% | 20 |
|
|
2021
Q4 | $2.46M | Hold |
18,168
| – | – | 1.32% | 21 |
|
|
2021
Q3 | $2.86M | Hold |
18,168
| – | – | 1.7% | 18 |
|
|
2021
Q2 | $3.41M | Sell |
18,168
-1,500
| -8% | -$281K | 2.06% | 16 |
|
|
2021
Q1 | $3.97M | Sell |
19,668
-3,225
| -14% | -$650K | 2.42% | 16 |
|
|
2020
Q4 | $4.93M | Sell |
22,893
-3,220
| -12% | -$694K | 3.3% | 7 |
|
|
2020
Q3 | $4.64M | Sell |
26,113
-3,625
| -12% | -$644K | 3.3% | 9 |
|
|
2020
Q2 | $5.04M | Sell |
29,738
-2,100
| -7% | -$356K | 4.37% | 7 |
|
|
2020
Q1 | $4.59M | Sell |
31,838
-2,675
| -8% | -$386K | 4.58% | 7 |
|
|
2019
Q4 | $6.3M | Buy |
34,513
+6,720
| +24% | +$1.23M | 5.24% | 7 |
|
|
2019
Q3 | $4.42M | Sell |
27,793
-2,100
| -7% | -$334K | 3.8% | 8 |
|
|
2019
Q2 | $4.79M | Sell |
29,893
-2,100
| -7% | -$336K | 4.03% | 7 |
|
|
2019
Q1 | $4.37M | Sell |
31,993
-9,476
| -23% | -$1.29M | 3.83% | 7 |
|
|
2018
Q4 | $4.28M | Buy |
+41,469
| New | +$4.28M | 3.97% | 8 |
|