TD Private Client Wealth’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 | $218K | Buy |
3,805
+382
| +11% | +$21.9K | 0.01% | 611 |
|
|
2025
Q1 | $180K | Buy |
3,423
+482
| +16% | +$25.3K | ﹤0.01% | 625 |
|
|
2024
Q4 | $161K | Hold |
2,941
| – | – | ﹤0.01% | 643 |
|
|
2024
Q3 | $150K | Buy |
2,941
+691
| +31% | +$35.4K | ﹤0.01% | 663 |
|
|
2024
Q2 | $108K | Hold |
2,250
| – | – | ﹤0.01% | 679 |
|
|
2024
Q1 | $104K | Buy |
2,250
+661
| +42% | +$30.4K | ﹤0.01% | 682 |
|
|
2023
Q4 | $77.2K | Sell |
1,589
-519
| -25% | -$25.2K | ﹤0.01% | 729 |
|
|
2023
Q3 | $78K | Hold |
2,108
| – | – | ﹤0.01% | 694 |
|
|
2023
Q2 | $80.9K | Buy |
2,108
+573
| +37% | +$22K | ﹤0.01% | 700 |
|
|
2023
Q1 | $55.9K | Buy |
1,535
+211
| +16% | +$7.68K | ﹤0.01% | 748 |
|
|
2022
Q4 | $64.1K | Buy |
+1,324
| New | +$64.1K | ﹤0.01% | 697 |
|