Carson Wealth (CWM LLC)’s First Hawaiian FHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Buy |
16,079
+3,310
| +26% | +$82.5K | ﹤0.01% | 1693 |
|
|
2025
Q1 | $312K | Buy |
12,769
+894
| +8% | +$21.8K | ﹤0.01% | 1646 |
|
|
2024
Q4 | $308K | Buy |
11,875
+263
| +2% | +$6.82K | ﹤0.01% | 1575 |
|
|
2024
Q3 | $269K | Buy |
11,612
+761
| +7% | +$17.6K | ﹤0.01% | 1604 |
|
|
2024
Q2 | $225K | Buy |
10,851
+9,954
| +1,110% | +$206K | ﹤0.01% | 1531 |
|
|
2024
Q1 | $20K | Sell |
897
-57
| -6% | -$1.27K | ﹤0.01% | 2905 |
|
|
2023
Q4 | $22K | Sell |
954
-132
| -12% | -$3.04K | ﹤0.01% | 2714 |
|
|
2023
Q3 | $20K | Buy |
1,086
+75
| +7% | +$1.38K | ﹤0.01% | 2679 |
|
|
2023
Q2 | $18K | Buy |
1,011
+625
| +162% | +$11.1K | ﹤0.01% | 2704 |
|
|
2023
Q1 | $8K | Sell |
386
-660
| -63% | -$13.7K | ﹤0.01% | 3070 |
|
|
2022
Q4 | $27K | Buy |
1,046
+40
| +4% | +$1.03K | ﹤0.01% | 2148 |
|
|
2022
Q3 | $25K | Buy |
1,006
+785
| +355% | +$19.5K | ﹤0.01% | 2081 |
|
|
2022
Q2 | $5K | Sell |
221
-250
| -53% | -$5.66K | ﹤0.01% | 2958 |
|
|
2022
Q1 | $13K | Buy |
471
+52
| +12% | +$1.44K | ﹤0.01% | 2318 |
|
|
2021
Q4 | $11K | Buy |
+419
| New | +$11K | ﹤0.01% | 2293 |
|
|
2021
Q2 | $7K | Hold |
244
| – | – | ﹤0.01% | 2231 |
|
|
2021
Q1 | $7K | Hold |
244
| – | – | ﹤0.01% | 2231 |
|
|
2020
Q4 | $7K | Hold |
244
| – | – | ﹤0.01% | 2231 |
|
|
2020
Q3 | $7K | Hold |
244
| – | – | ﹤0.01% | 2231 |
|
|
2020
Q2 | $7K | Hold |
244
| – | – | ﹤0.01% | 2231 |
|
|
2020
Q1 | $7K | Hold |
244
| – | – | ﹤0.01% | 2231 |
|
|
2019
Q4 | $7K | Hold |
244
| – | – | ﹤0.01% | 2231 |
|
|
2019
Q3 | $7K | Hold |
244
| – | – | ﹤0.01% | 2231 |
|
|
2019
Q2 | $7K | Hold |
244
| – | – | ﹤0.01% | 2231 |
|
|
2019
Q1 | $7K | Buy |
+244
| New | +$7K | ﹤0.01% | 2231 |
|