Spire Wealth Management’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 | $1.15K | Sell |
20
-481
| -96% | -$27.6K | ﹤0.01% | 2257 |
|
|
2025
Q1 | $26.3K | Buy |
501
+20
| +4% | +$1.05K | ﹤0.01% | 1510 |
|
|
2024
Q4 | $26.3K | Hold |
481
| – | – | ﹤0.01% | 1528 |
|
|
2024
Q3 | $24.6K | Hold |
481
| – | – | ﹤0.01% | 1375 |
|
|
2024
Q2 | $23K | Sell |
481
-829
| -63% | -$39.7K | ﹤0.01% | 1396 |
|
|
2024
Q1 | $60.3K | Buy |
1,310
+115
| +10% | +$5.3K | ﹤0.01% | 1153 |
|
|
2023
Q4 | $54.9K | Buy |
1,195
+67
| +6% | +$3.08K | ﹤0.01% | 1176 |
|
|
2023
Q3 | $41.7K | Buy |
1,128
+1
| +0.1% | +$37 | ﹤0.01% | 1226 |
|
|
2023
Q2 | $43.3K | Buy |
1,127
+115
| +11% | +$4.41K | ﹤0.01% | 1254 |
|
|
2023
Q1 | $36.8K | Buy |
1,012
+31
| +3% | +$1.13K | ﹤0.01% | 1335 |
|
|
2022
Q4 | $47K | Buy |
981
+642
| +189% | +$30.8K | ﹤0.01% | 1009 |
|
|
2022
Q3 | $16K | Sell |
339
-203
| -37% | -$9.58K | ﹤0.01% | 1407 |
|
|
2022
Q2 | $24K | Sell |
542
-338
| -38% | -$15K | ﹤0.01% | 1587 |
|
|
2022
Q1 | $46K | Sell |
880
-6,357
| -88% | -$332K | ﹤0.01% | 1478 |
|
|
2021
Q4 | $362K | Buy |
7,237
+6,571
| +987% | +$329K | 0.01% | 819 |
|
|
2021
Q3 | $31K | Hold |
666
| – | – | ﹤0.01% | 1673 |
|
|
2021
Q2 | $30K | Sell |
666
-6,358
| -91% | -$286K | ﹤0.01% | 1701 |
|
|
2021
Q1 | $298K | Buy |
+7,024
| New | +$298K | 0.01% | 870 |
|