Carson Wealth (CWM LLC)’s Employers Holdings EIG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$568K	Sell	13,812 -1,047	-7%	-$44.3K	﹤0.01%	1921
2025 Q4	$641K	Sell	14,859 -3,620	-20%	-$148K	﹤0.01%	1770
2025 Q3	$785K	Sell	18,479 -951	-5%	-$41.4K	﹤0.01%	1537
2025 Q2	$917K	Sell	19,430 -834	-4%	-$40.2K	﹤0.01%	1283
2025 Q1	$1.03M	Sell	20,264 -1,989	-9%	-$98.7K	﹤0.01%	1112
2024 Q4	$1.14M	Sell	22,253 -744	-3%	-$37.8K	﹤0.01%	1012
2024 Q3	$1.1M	Buy	22,997 +2	+0%	+$93	﹤0.01%	970
2024 Q2	$980K	Sell	22,995 -588	-2%	-$25.1K	﹤0.01%	901
2024 Q1	$1.07M	Sell	23,583 -1,368	-5%	-$58.5K	0.01%	822
2023 Q4	$983K	Sell	24,951 -1,631	-6%	-$63.4K	0.01%	817
2023 Q3	$1.06M	Sell	26,582 -799	-3%	-$30.9K	0.01%	727
2023 Q2	$1.02M	Buy	27,381 +27,341	+68,353%	+$1.07M	0.01%	707
2023 Q1	$2K	Buy	40 +5	+14%	+$214	﹤0.01%	3638
2022 Q4	$2K	Buy	35 +16	+84%	+$659	﹤0.01%	3531
2022 Q3	$1K	Sell	19 -50	-72%	-$1.96K	﹤0.01%	3639
2022 Q2	$3K	Buy	69 +48	+229%	+$1.96K	﹤0.01%	3184
2022 Q1	$1K	Buy	+21	New	+$840	﹤0.01%	3332