HCR WEALTH ADVISORS – Transaction History
HCR WEALTH ADVISORS portfolio value:
$2.58M
portfolio value
HCR WEALTH ADVISORS quarter portfolio value change:
-3.76%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.53% | 243 shares | -87K | $55.81 | 46.23K |
| Q2 2022 | share | Increase | +0.01% | 4 shares | -774K | $57.99 | 45.99K |
| Q1 2022 | share | Decrease | -1.14% | -531 shares | -368K | $74.82 | 45.98K |
| Q4 2021 | share | Increase | +0.06% | 13 shares | 366K | $165.03 | 23.26K |
| Q3 2021 | share | Decrease | -0.42% | -97 shares | 36K | $148.09 | 23.24K |
| Q2 2021 | share | Decrease | -0.38% | -90 shares | 366K | $145.82 | 23.34K |
| Q1 2021 | share | Decrease | -18.78% | -5.41K shares | -664K | $129.53 | 23.43K |
| Q4 2020 | share | Increase | +0.66% | 188 shares | 404K | $128.03 | 28.85K |
| Q3 2020 | share | Decrease | -0.52% | -150 shares | 338K | $114.67 | 28.66K |
| Q2 2020 | share | Decrease | -6.64% | -2.05K shares | 505K | $100.94 | 28.81K |
| Q1 2020 | share | Decrease | -4.58% | -1.48K shares | -547K | $79.05 | 30.86K |
| Q4 2019 | share | Increase | 0.00% | 32.34K shares | 3.00M | $92.01 | 32.34K |
| Q2 2019 | share | Decrease | -100.00% | -34.60K shares | -2.73M | $82.02 | 0 |
| Q1 2019 | share | Increase | +7.11% | 2.29K shares | 513K | $78.11 | 34.60K |
| Q4 2018 | share | Decrease | -1.60% | -525 shares | -274K | $67.65 | 32.30K |
| Q3 2018 | share | Increase | +383.72% | 26.04K shares | 1.97M | $80.25 | 32.83K |
| Q2 2018 | share | Increase | 0.00% | 6.78K shares | 515K | $74 | 6.78K |