Carson Wealth (CWM LLC)’s Hamilton Beach Brands HBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $972K | Buy |
54,342
+9
| +0% | +$161 | ﹤0.01% | 1250 |
|
|
2025
Q1 | $1.06M | Sell |
54,333
-677
| -1% | -$13.2K | ﹤0.01% | 1094 |
|
|
2024
Q4 | $926K | Buy |
55,010
+32,619
| +146% | +$549K | ﹤0.01% | 1124 |
|
|
2024
Q3 | $681K | Buy |
22,391
+31
| +0.1% | +$943 | ﹤0.01% | 1195 |
|
|
2024
Q2 | $384K | Buy |
22,360
+4
| +0% | +$69 | ﹤0.01% | 1290 |
|
|
2024
Q1 | $545K | Buy |
+22,356
| New | +$545K | ﹤0.01% | 1099 |
|
|
2019
Q1 | – | Sell |
-30
| Closed | -$1K | – | 3042 |
|
|
2018
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 1895 |
|
|
2018
Q3 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 1667 |
|