Pinnacle Wealth Planning Services’s Hancock Whitney HWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,722
| Closed | -$242K | – | 470 |
|
|
2024
Q3 | $242K | Buy |
4,722
+26
| +0.6% | +$1.33K | 0.03% | 380 |
|
|
2024
Q2 | $225K | Hold |
4,696
| – | – | 0.03% | 381 |
|
|
2024
Q1 | $216K | Buy |
4,696
+51
| +1% | +$2.35K | 0.03% | 399 |
|
|
2023
Q4 | $226K | Buy |
+4,645
| New | +$226K | 0.04% | 356 |
|
|
2021
Q1 | – | Sell |
-2,651
| Closed | -$90K | – | 1071 |
|
|
2020
Q4 | $90K | Buy |
+2,651
| New | +$90K | 0.02% | 514 |
|