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HCR Wealth Advisors CDZIP Position History
Cadiz Inc. • Utilities
Quarters held
4
Latest value
$345K
Q3 2026
Peak value
$678K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $457K |
| Q1 2026 | $678K |
| Q2 2026 | $368K |
| Q3 2026 | $345K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $345K | 88.0K | — | — |
| Q2 2026 | $368K | 88.0K | — | — |
| Q1 2026 | $678K | 138.0K | — | — |
| Q4 2025 | $457K | 81.4K | — | — |