Carson Wealth (CWM LLC)’s Bank of Hawaii BOH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $143K | Buy |
2,111
+468
| +28% | +$31.7K | ﹤0.01% | 2429 |
|
|
2025
Q1 | $113K | Buy |
1,643
+397
| +32% | +$27.3K | ﹤0.01% | 2332 |
|
|
2024
Q4 | $89K | Buy |
1,246
+14
| +1% | +$1K | ﹤0.01% | 2358 |
|
|
2024
Q3 | $77K | Sell |
1,232
-83
| -6% | -$5.19K | ﹤0.01% | 2356 |
|
|
2024
Q2 | $75K | Buy |
1,315
+58
| +5% | +$3.31K | ﹤0.01% | 2177 |
|
|
2024
Q1 | $78K | Sell |
1,257
-24
| -2% | -$1.49K | ﹤0.01% | 2018 |
|
|
2023
Q4 | $93K | Buy |
1,281
+30
| +2% | +$2.18K | ﹤0.01% | 1808 |
|
|
2023
Q3 | $62K | Sell |
1,251
-21
| -2% | -$1.04K | ﹤0.01% | 1934 |
|
|
2023
Q2 | $52K | Buy |
1,272
+677
| +114% | +$27.7K | ﹤0.01% | 1952 |
|
|
2023
Q1 | $31K | Buy |
595
+146
| +33% | +$7.61K | ﹤0.01% | 2198 |
|
|
2022
Q4 | $35K | Buy |
449
+24
| +6% | +$1.87K | ﹤0.01% | 1969 |
|
|
2022
Q3 | $32K | Sell |
425
-109
| -20% | -$8.21K | ﹤0.01% | 1902 |
|
|
2022
Q2 | $40K | Buy |
534
+71
| +15% | +$5.32K | ﹤0.01% | 1719 |
|
|
2022
Q1 | $39K | Buy |
463
+27
| +6% | +$2.27K | ﹤0.01% | 1710 |
|
|
2021
Q4 | $37K | Buy |
+436
| New | +$37K | ﹤0.01% | 1691 |
|
|
2021
Q2 | $38K | Hold |
449
| – | – | ﹤0.01% | 1506 |
|
|
2021
Q1 | $38K | Hold |
449
| – | – | ﹤0.01% | 1506 |
|
|
2020
Q4 | $38K | Hold |
449
| – | – | ﹤0.01% | 1506 |
|
|
2020
Q3 | $38K | Hold |
449
| – | – | ﹤0.01% | 1506 |
|
|
2020
Q2 | $38K | Hold |
449
| – | – | ﹤0.01% | 1506 |
|
|
2020
Q1 | $38K | Hold |
449
| – | – | ﹤0.01% | 1506 |
|
|
2019
Q4 | $38K | Hold |
449
| – | – | ﹤0.01% | 1506 |
|
|
2019
Q3 | $38K | Hold |
449
| – | – | ﹤0.01% | 1506 |
|
|
2019
Q2 | $38K | Hold |
449
| – | – | ﹤0.01% | 1506 |
|
|
2019
Q1 | $38K | Buy |
449
+437
| +3,642% | +$37K | ﹤0.01% | 1506 |
|
|
2018
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 1840 |
|
|
2018
Q3 | $1K | Sell |
12
-11
| -48% | -$917 | ﹤0.01% | 1618 |
|
|
2018
Q2 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 1350 |
|