JFS Wealth Advisors’s Hancock Whitney HWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.96K | Buy |
69
+1
| +1% | +$57 | ﹤0.01% | 1163 |
|
|
2025
Q1 | $3.57K | Buy |
68
+14
| +26% | +$734 | ﹤0.01% | 1259 |
|
|
2024
Q4 | $2.96K | Hold |
54
| – | – | ﹤0.01% | 1323 |
|
|
2024
Q3 | $2.76K | Buy |
54
+2
| +4% | +$102 | ﹤0.01% | 1350 |
|
|
2024
Q2 | $2.49K | Hold |
52
| – | – | ﹤0.01% | 1353 |
|
|
2024
Q1 | $2.4K | Hold |
52
| – | – | ﹤0.01% | 1379 |
|
|
2023
Q4 | $2.53K | Sell |
52
-10
| -16% | -$486 | ﹤0.01% | 1331 |
|
|
2023
Q3 | $2.29K | Buy |
62
+12
| +24% | +$444 | ﹤0.01% | 1310 |
|
|
2023
Q2 | $1.92K | Buy |
50
+33
| +194% | +$1.27K | ﹤0.01% | 1396 |
|
|
2023
Q1 | $619 | Sell |
17
-56
| -77% | -$2.04K | ﹤0.01% | 1688 |
|
|
2022
Q4 | $3.53K | Buy |
73
+2
| +3% | +$97 | ﹤0.01% | 1137 |
|
|
2022
Q3 | $3K | Buy |
71
+24
| +51% | +$1.01K | ﹤0.01% | 1181 |
|
|
2022
Q2 | $2K | Sell |
47
-13
| -22% | -$553 | ﹤0.01% | 1330 |
|
|
2022
Q1 | $3K | Buy |
60
+37
| +161% | +$1.85K | ﹤0.01% | 1255 |
|
|
2021
Q4 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 1400 |
|