Mount Yale Investment Advisors’s Howmet Aerospace HWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $462K | Buy |
2,482
+500
| +25% | +$93.1K | 0.04% | 360 |
|
|
2025
Q1 | $257K | Sell |
1,982
-439
| -18% | -$57K | 0.02% | 471 |
|
|
2024
Q4 | $265K | Buy |
2,421
+67
| +3% | +$7.33K | 0.02% | 469 |
|
|
2024
Q3 | $236K | Sell |
2,354
-3,612
| -61% | -$362K | 0.02% | 494 |
|
|
2024
Q2 | $463K | Sell |
5,966
-1,417
| -19% | -$110K | 0.04% | 355 |
|
|
2024
Q1 | $505K | Sell |
7,383
-1,166
| -14% | -$79.8K | 0.04% | 347 |
|
|
2023
Q4 | $463K | Sell |
8,549
-120
| -1% | -$6.49K | 0.04% | 332 |
|
|
2023
Q3 | $401K | Sell |
8,669
-1,507
| -15% | -$69.7K | 0.04% | 339 |
|
|
2023
Q2 | $504K | Sell |
10,176
-167
| -2% | -$8.28K | 0.05% | 305 |
|
|
2023
Q1 | $438K | Sell |
10,343
-2,032
| -16% | -$86.1K | 0.05% | 316 |
|
|
2022
Q4 | $488K | Buy |
12,375
+217
| +2% | +$8.55K | 0.06% | 280 |
|
|
2022
Q3 | $376K | Buy |
12,158
+48
| +0.4% | +$1.48K | 0.05% | 308 |
|
|
2022
Q2 | $381K | Buy |
12,110
+1,169
| +11% | +$36.8K | 0.05% | 315 |
|
|
2022
Q1 | $393K | Buy |
10,941
+41
| +0.4% | +$1.47K | 0.04% | 326 |
|
|
2021
Q4 | $347K | Buy |
10,900
+1,153
| +12% | +$36.7K | 0.04% | 336 |
|
|
2021
Q3 | $304K | Buy |
9,747
+1,069
| +12% | +$33.3K | 0.04% | 347 |
|
|
2021
Q2 | $299K | Buy |
8,678
+99
| +1% | +$3.41K | 0.04% | 320 |
|
|
2021
Q1 | $276K | Sell |
8,579
-271
| -3% | -$8.72K | 0.04% | 332 |
|
|
2020
Q4 | $253K | Buy |
+8,850
| New | +$253K | 0.04% | 334 |
|
|
2018
Q2 | – | Sell |
-6,583
| Closed | -$116K | – | 960 |
|
|
2018
Q1 | $116K | Buy |
+6,583
| New | +$116K | 0.02% | 407 |
|