Valeo Financial 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 | $579K | Buy |
3,112
+144
| +5% | +$26.8K | 0.01% | 416 |
|
|
2025
Q1 | $385K | Buy |
2,968
+184
| +7% | +$23.9K | 0.01% | 470 |
|
|
2024
Q4 | $305K | Buy |
2,784
+241
| +9% | +$26.4K | 0.01% | 527 |
|
|
2024
Q3 | $255K | Sell |
2,543
-610
| -19% | -$61.2K | 0.01% | 575 |
|
|
2024
Q2 | $245K | Sell |
3,153
-49
| -2% | -$3.8K | 0.01% | 556 |
|
|
2024
Q1 | $207K | Sell |
3,202
-1,369
| -30% | -$88.6K | 0.01% | 601 |
|
|
2023
Q4 | $247K | Buy |
4,571
+200
| +5% | +$10.8K | 0.01% | 550 |
|
|
2023
Q3 | $202K | Buy |
4,371
+274
| +7% | +$12.7K | 0.01% | 566 |
|
|
2023
Q2 | $203K | Sell |
4,097
-979
| -19% | -$48.5K | 0.01% | 545 |
|
|
2023
Q1 | $215K | Buy |
+5,076
| New | +$215K | 0.01% | 533 |
|
|
2021
Q2 | – | Sell |
-22
| Closed | -$1K | – | 1019 |
|
|
2021
Q1 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 1794 |
|
|
2020
Q2 | – | Sell |
-957
| Closed | -$10K | – | 2002 |
|
|
2020
Q1 | $10K | Buy |
+957
| New | +$10K | ﹤0.01% | 1049 |
|
|
2018
Q4 | – | Sell |
-522
| Closed | -$8K | – | 1587 |
|
|
2018
Q3 | $8K | Hold |
522
| – | – | ﹤0.01% | 1028 |
|
|
2018
Q2 | $8K | Buy |
+522
| New | +$8K | ﹤0.01% | 1002 |
|
|
2018
Q1 | – | Sell |
-167
| Closed | -$3K | – | 1581 |
|
|
2017
Q4 | $3K | Buy |
167
+1
| +0.6% | +$18 | ﹤0.01% | 1112 |
|
|
2017
Q3 | $3K | Buy |
+166
| New | +$3K | ﹤0.01% | 955 |
|