Carson Wealth (CWM LLC)’s Haemonetics HAE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $575K | Sell |
10,206
-2,523
| -20% | -$164K | ﹤0.01% | 1912 |
|
|
2025
Q4 | $1.02M | Buy |
12,729
+7,996
| +169% | +$537K | ﹤0.01% | 1487 |
|
|
2025
Q3 | $231K | Buy |
4,733
+2,906
| +159% | +$180K | ﹤0.01% | 2337 |
|
|
2025
Q2 | $136K | Buy |
1,827
+637
| +54% | +$42.2K | ﹤0.01% | 2467 |
|
|
2025
Q1 | $76K | Sell |
1,190
-27,363
| -96% | -$1.86M | ﹤0.01% | 2643 |
|
|
2024
Q4 | $2.23M | Sell |
28,553
-3,318
| -10% | -$267K | 0.01% | 747 |
|
|
2024
Q3 | $2.56M | Sell |
31,871
-4,655
| -13% | -$376K | 0.01% | 625 |
|
|
2024
Q2 | $3.02M | Buy |
36,526
+10,537
| +41% | +$927K | 0.01% | 533 |
|
|
2024
Q1 | $2.22M | Sell |
25,989
-7,879
| -23% | -$618K | 0.01% | 597 |
|
|
2023
Q4 | $2.9M | Sell |
33,868
-1,767
| -5% | -$153K | 0.02% | 509 |
|
|
2023
Q3 | $3.19M | Sell |
35,635
-1,208
| -3% | -$108K | 0.02% | 450 |
|
|
2023
Q2 | $3.14M | Sell |
36,843
-940
| -2% | -$79.5K | 0.02% | 436 |
|
|
2023
Q1 | $3.13M | Sell |
37,783
-22,881
| -38% | -$1.85M | 0.02% | 409 |
|
|
2022
Q4 | $4.77M | Sell |
60,664
-10,498
| -15% | -$844K | 0.04% | 311 |
|
|
2022
Q3 | $5.27M | Sell |
71,162
-3,317
| -4% | -$238K | 0.04% | 271 |
|
|
2022
Q2 | $4.86M | Sell |
74,479
-11,091
| -13% | -$656K | 0.04% | 295 |
|
|
2022
Q1 | $5.41M | Sell |
85,570
-10,683
| -11% | -$581K | 0.04% | 289 |
|
|
2021
Q4 | $5.11M | Buy |
+96,253
| New | +$5.86M | 0.04% | 293 |
|
|
2021
Q2 | $4K | Hold |
60
| – | – | ﹤0.01% | 2434 |
|
|
2021
Q1 | $4K | Hold |
60
| – | – | ﹤0.01% | 2434 |
|
|
2020
Q4 | $4K | Hold |
60
| – | – | ﹤0.01% | 2433 |
|
|
2020
Q3 | $4K | Hold |
60
| – | – | ﹤0.01% | 2433 |
|
|
2020
Q2 | $4K | Hold |
60
| – | – | ﹤0.01% | 2433 |
|
|
2020
Q1 | $4K | Hold |
60
| – | – | ﹤0.01% | 2433 |
|
|
2019
Q4 | $4K | Hold |
60
| – | – | ﹤0.01% | 2432 |
|
|
2019
Q3 | $4K | Hold |
60
| – | – | ﹤0.01% | 2432 |
|
|
2019
Q2 | $4K | Hold |
60
| – | – | ﹤0.01% | 2432 |
|
|
2019
Q1 | $4K | Buy |
60
+35
| +140% | +$3.18K | ﹤0.01% | 2431 |
|
|
2018
Q4 | $3K | Hold |
25
| – | – | ﹤0.01% | 1657 |
|
|
2018
Q3 | $3K | Hold |
25
| – | – | ﹤0.01% | 1456 |
|
|
2018
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 1377 |
|
|
2018
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 1168 |
|
|
2017
Q4 | $1K | Buy |
+25
| New | +$1.32K | ﹤0.01% | 1353 |
|
Other funds holding HAE
VPM
VCM
RRAM
Carson Wealth (CWM LLC)'s HAE Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Haemonetics (HAE) stake by 20% in Q1 2026, selling an estimated $164K and leaving 10,206 shares worth $575K. The position accounts for ﹤0.01% of the portfolio, ranked #1912.
Carson Wealth (CWM LLC) first reported a position in HAE in Q4 2017 and has held it in 33 quarters since. The position peaked at $5.41M in Q1 2022. 324 funds tracked by Wall St. Rank hold HAE as of Q1 2026.
- Carson Wealth (CWM LLC) held 10,206 shares of Haemonetics worth $575K as of Q1 2026.
- Carson Wealth (CWM LLC) sold 2,523 Haemonetics shares in Q1 2026, an estimated $164K.
- Haemonetics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1912 holding.
- Carson Wealth (CWM LLC) first reported a position in Haemonetics in Q4 2017 and has held it in 33 quarters since.
- Carson Wealth (CWM LLC)'s Haemonetics position peaked at $5.41M in Q1 2022.
- 324 funds tracked by Wall St. Rank held Haemonetics as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.