Ken Fisher’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 | $15.9M | Sell |
276,560
-9,234
| -3% | -$530K | 0.01% | 350 |
|
2025
Q1 | $15M | Buy |
+285,794
| New | +$15M | 0.01% | 357 |
|
2023
Q4 | – | Sell |
-5,643
| Closed | -$209K | – | 1048 |
|
2023
Q3 | $209K | Buy |
5,643
+2,468
| +78% | +$91.3K | ﹤0.01% | 1011 |
|
2023
Q2 | $122K | Sell |
3,175
-391
| -11% | -$15K | ﹤0.01% | 1054 |
|
2023
Q1 | $130K | Buy |
+3,566
| New | +$130K | ﹤0.01% | 1000 |
|
2022
Q4 | – | Sell |
-4,387
| Closed | -$201K | – | 1040 |
|
2022
Q3 | $201K | Buy |
+4,387
| New | +$201K | ﹤0.01% | 889 |
|
2022
Q2 | – | Sell |
-4,749
| Closed | -$248K | – | 955 |
|
2022
Q1 | $248K | Buy |
+4,749
| New | +$248K | ﹤0.01% | 849 |
|
2020
Q1 | – | Sell |
-7,106
| Closed | -$312K | – | 816 |
|
2019
Q4 | $312K | Sell |
7,106
-177,206
| -96% | -$7.78M | ﹤0.01% | 716 |
|
2019
Q3 | $7.06M | Buy |
184,312
+785
| +0.4% | +$30.1K | 0.01% | 399 |
|
2019
Q2 | $7.35M | Sell |
183,527
-9,838
| -5% | -$394K | 0.01% | 393 |
|
2019
Q1 | $7.81M | Sell |
193,365
-4,193
| -2% | -$169K | 0.01% | 379 |
|
2018
Q4 | $6.85M | Hold |
197,558
| – | – | 0.01% | 380 |
|
2018
Q3 | $9.39M | Sell |
197,558
-7,017
| -3% | -$334K | 0.01% | 356 |
|
2018
Q2 | $9.54M | Sell |
204,575
-2,558
| -1% | -$119K | 0.01% | 353 |
|
2018
Q1 | $10.7M | Buy |
207,133
+33
| +0% | +$1.71K | 0.01% | 337 |
|
2017
Q4 | $10.3M | Sell |
207,100
-12,394
| -6% | -$613K | 0.01% | 340 |
|
2017
Q3 | $10.6M | Buy |
219,494
+2,406
| +1% | +$117K | 0.01% | 323 |
|
2017
Q2 | $10.6M | Sell |
217,088
-239,112
| -52% | -$11.7M | 0.02% | 318 |
|
2017
Q1 | $20.8M | Sell |
456,200
-45,015
| -9% | -$2.05M | 0.03% | 245 |
|
2016
Q4 | $21.6M | Sell |
501,215
-15,034
| -3% | -$648K | 0.04% | 239 |
|
2016
Q3 | $16.7M | Sell |
516,249
-6,363
| -1% | -$206K | 0.03% | 261 |
|
2016
Q2 | $13.9M | Buy |
522,612
+23,028
| +5% | +$614K | 0.03% | 270 |
|
2016
Q1 | $12.3M | Sell |
499,584
-7,557
| -1% | -$186K | 0.02% | 279 |
|
2015
Q4 | $12.8M | Sell |
507,141
-12,939
| -2% | -$326K | 0.02% | 271 |
|
2015
Q3 | $14.1M | Buy |
520,080
+61,424
| +13% | +$1.66M | 0.03% | 261 |
|
2015
Q2 | $14.6M | Buy |
458,656
+9,450
| +2% | +$302K | 0.03% | 263 |
|
2015
Q1 | $13.4M | Buy |
449,206
+14,650
| +3% | +$437K | 0.03% | 265 |
|
2014
Q4 | $13.3M | Sell |
434,556
-4,366
| -1% | -$134K | 0.03% | 262 |
|
2014
Q3 | $14.1M | Buy |
438,922
+35,707
| +9% | +$1.14M | 0.03% | 244 |
|
2014
Q2 | $14.2M | Sell |
403,215
-17,575
| -4% | -$621K | 0.03% | 243 |
|
2014
Q1 | $15.4M | Sell |
420,790
-16,755
| -4% | -$614K | 0.03% | 223 |
|
2013
Q4 | $16M | Buy |
437,545
+106,735
| +32% | +$3.92M | 0.04% | 226 |
|
2013
Q3 | $10.4M | Buy |
+330,810
| New | +$10.4M | 0.03% | 249 |
|