SAG
SageView Advisory Group’s Howmet Aerospace HWM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.2M | Sell |
6,403
-959
| -13% | -$180K | 0.05% | 218 |
|
2025
Q1 | $955K | Buy |
7,362
+957
| +15% | +$124K | 0.04% | 234 |
|
2024
Q4 | $701K | Buy |
6,405
+2,745
| +75% | +$300K | 0.03% | 279 |
|
2024
Q3 | $367K | Sell |
3,660
-21
| -0.6% | -$2.11K | 0.02% | 349 |
|
2024
Q2 | $286K | Buy |
+3,681
| New | +$286K | 0.01% | 450 |
|
2024
Q1 | – | Sell |
-3,654
| Closed | -$205K | – | 625 |
|
2023
Q4 | $205K | Buy |
+3,654
| New | +$205K | 0.01% | 609 |
|