Carson Wealth (CWM LLC)’s Equitable Holdings EQH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $835K | Sell |
14,887
-3,741
| -20% | -$210K | ﹤0.01% | 1339 |
|
|
2025
Q1 | $970K | Buy |
18,628
+9,936
| +114% | +$517K | ﹤0.01% | 1140 |
|
|
2024
Q4 | $410K | Buy |
8,692
+2,694
| +45% | +$127K | ﹤0.01% | 1464 |
|
|
2024
Q3 | $252K | Buy |
5,998
+1,823
| +44% | +$76.6K | ﹤0.01% | 1635 |
|
|
2024
Q2 | $171K | Buy |
4,175
+1,246
| +43% | +$51K | ﹤0.01% | 1663 |
|
|
2024
Q1 | $111K | Buy |
2,929
+513
| +21% | +$19.4K | ﹤0.01% | 1814 |
|
|
2023
Q4 | $80K | Sell |
2,416
-231
| -9% | -$7.65K | ﹤0.01% | 1884 |
|
|
2023
Q3 | $75K | Buy |
2,647
+506
| +24% | +$14.3K | ﹤0.01% | 1809 |
|
|
2023
Q2 | $58K | Sell |
2,141
-507
| -19% | -$13.7K | ﹤0.01% | 1871 |
|
|
2023
Q1 | $67K | Buy |
2,648
+83
| +3% | +$2.1K | ﹤0.01% | 1710 |
|
|
2022
Q4 | $74K | Buy |
2,565
+1,064
| +71% | +$30.7K | ﹤0.01% | 1511 |
|
|
2022
Q3 | $40K | Buy |
1,501
+343
| +30% | +$9.14K | ﹤0.01% | 1765 |
|
|
2022
Q2 | $30K | Sell |
1,158
-586
| -34% | -$15.2K | ﹤0.01% | 1882 |
|
|
2022
Q1 | $54K | Buy |
1,744
+985
| +130% | +$30.5K | ﹤0.01% | 1570 |
|
|
2021
Q4 | $25K | Buy |
+759
| New | +$25K | ﹤0.01% | 1864 |
|
|
2021
Q2 | $30K | Hold |
990
| – | – | ﹤0.01% | 1611 |
|
|
2021
Q1 | $30K | Hold |
990
| – | – | ﹤0.01% | 1611 |
|
|
2020
Q4 | $30K | Hold |
990
| – | – | ﹤0.01% | 1611 |
|
|
2020
Q3 | $30K | Hold |
990
| – | – | ﹤0.01% | 1611 |
|
|
2020
Q2 | $30K | Hold |
990
| – | – | ﹤0.01% | 1611 |
|
|
2020
Q1 | $30K | Hold |
990
| – | – | ﹤0.01% | 1611 |
|
|
2019
Q4 | $30K | Hold |
990
| – | – | ﹤0.01% | 1611 |
|
|
2019
Q3 | $30K | Hold |
990
| – | – | ﹤0.01% | 1611 |
|
|
2019
Q2 | $30K | Hold |
990
| – | – | ﹤0.01% | 1611 |
|
|
2019
Q1 | $30K | Buy |
990
+980
| +9,800% | +$29.7K | ﹤0.01% | 1611 |
|
|
2018
Q4 | $0 | Buy |
+10
| New | – | ﹤0.01% | 2118 |
|