Montag & Associates’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 | $1.74K | Hold |
30
| – | – | ﹤0.01% | 859 |
|
|
2025
Q1 | $1.59K | Hold |
30
| – | – | ﹤0.01% | 910 |
|
|
2024
Q4 | $1.65K | Buy |
30
+2
| +7% | +$110 | ﹤0.01% | 906 |
|
|
2024
Q3 | $1.44K | Hold |
28
| – | – | ﹤0.01% | 944 |
|
|
2024
Q2 | $1.34K | Hold |
28
| – | – | ﹤0.01% | 904 |
|
|
2024
Q1 | $1.29K | Buy |
+28
| New | +$1.29K | ﹤0.01% | 901 |
|
|
2022
Q1 | – | Sell |
-77
| Closed | -$4K | – | 860 |
|
|
2021
Q4 | $4K | Hold |
77
| – | – | ﹤0.01% | 777 |
|
|
2021
Q3 | $4K | Hold |
77
| – | – | ﹤0.01% | 772 |
|
|
2021
Q2 | $3K | Hold |
77
| – | – | ﹤0.01% | 775 |
|
|
2021
Q1 | $3K | Hold |
77
| – | – | ﹤0.01% | 778 |
|
|
2020
Q4 | $3K | Buy |
+77
| New | +$3K | ﹤0.01% | 757 |
|