Carson Wealth (CWM LLC)’s CNH Industrial CNH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.96M Sell
228,452
-6,466
-3% -$83.8K 0.01% 793
2025
Q1
$2.89M Sell
234,918
-375
-0.2% -$4.61K 0.01% 703
2024
Q4
$2.67M Buy
235,293
+128,836
+121% +$1.46M 0.01% 675
2024
Q3
$1.18M Buy
106,457
+45,517
+75% +$505K 0.01% 930
2024
Q2
$617K Buy
60,940
+46,892
+334% +$475K ﹤0.01% 1107
2024
Q1
$182K Buy
14,048
+7,540
+116% +$97.7K ﹤0.01% 1557
2023
Q4
$79K Buy
6,508
+1,125
+21% +$13.7K ﹤0.01% 1894
2023
Q3
$65K Buy
5,383
+1,220
+29% +$14.7K ﹤0.01% 1911
2023
Q2
$60K Buy
4,163
+556
+15% +$8.01K ﹤0.01% 1861
2023
Q1
$55K Sell
3,607
-40
-1% -$610 ﹤0.01% 1815
2022
Q4
$59K Sell
3,647
-60
-2% -$971 ﹤0.01% 1642
2022
Q3
$41K Buy
3,707
+3,463
+1,419% +$38.3K ﹤0.01% 1759
2022
Q2
$3K Buy
244
+127
+109% +$1.56K ﹤0.01% 3254
2022
Q1
$2K Sell
117
-60
-34% -$1.03K ﹤0.01% 3238
2021
Q4
$3K Buy
+177
New +$3K ﹤0.01% 3044
2021
Q2
$2K Hold
134
﹤0.01% 2692
2021
Q1
$2K Hold
134
﹤0.01% 2692
2020
Q4
$2K Hold
134
﹤0.01% 2692
2020
Q3
$2K Hold
134
﹤0.01% 2692
2020
Q2
$2K Hold
134
﹤0.01% 2692
2020
Q1
$2K Hold
134
﹤0.01% 2692
2019
Q4
$2K Hold
134
﹤0.01% 2692
2019
Q3
$2K Hold
134
﹤0.01% 2692
2019
Q2
$2K Hold
134
﹤0.01% 2692
2019
Q1
$2K Buy
+134
New +$2K ﹤0.01% 2692
2018
Q2
Sell
-31
Closed 1789
2018
Q1
$0 Buy
+31
New ﹤0.01% 1554