Carson Wealth (CWM LLC)’s Healthcare Services Group HCSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $370K | Buy |
24,634
+8,185
| +50% | +$123K | ﹤0.01% | 1738 |
|
|
2025
Q1 | $166K | Sell |
16,449
-1,515
| -8% | -$15.3K | ﹤0.01% | 2049 |
|
|
2024
Q4 | $209K | Sell |
17,964
-1,188
| -6% | -$13.8K | ﹤0.01% | 1796 |
|
|
2024
Q3 | $214K | Buy |
19,152
+3,511
| +22% | +$39.2K | ﹤0.01% | 1721 |
|
|
2024
Q2 | $165K | Buy |
15,641
+3,284
| +27% | +$34.6K | ﹤0.01% | 1687 |
|
|
2024
Q1 | $154K | Buy |
12,357
+1,411
| +13% | +$17.6K | ﹤0.01% | 1640 |
|
|
2023
Q4 | $114K | Buy |
10,946
+737
| +7% | +$7.68K | ﹤0.01% | 1676 |
|
|
2023
Q3 | $106K | Buy |
10,209
+6,475
| +173% | +$67.2K | ﹤0.01% | 1588 |
|
|
2023
Q2 | $56K | Buy |
3,734
+70
| +2% | +$1.05K | ﹤0.01% | 1888 |
|
|
2023
Q1 | $51K | Buy |
3,664
+532
| +17% | +$7.41K | ﹤0.01% | 1857 |
|
|
2022
Q4 | $38K | Buy |
3,132
+1,793
| +134% | +$21.8K | ﹤0.01% | 1909 |
|
|
2022
Q3 | $16K | Buy |
1,339
+870
| +186% | +$10.4K | ﹤0.01% | 2374 |
|
|
2022
Q2 | $8K | Buy |
469
+4
| +0.9% | +$68 | ﹤0.01% | 2697 |
|
|
2022
Q1 | $9K | Buy |
465
+144
| +45% | +$2.79K | ﹤0.01% | 2534 |
|
|
2021
Q4 | $6K | Buy |
+321
| New | +$6K | ﹤0.01% | 2630 |
|
|
2021
Q2 | $17K | Hold |
534
| – | – | ﹤0.01% | 1861 |
|
|
2021
Q1 | $17K | Hold |
534
| – | – | ﹤0.01% | 1861 |
|
|
2020
Q4 | $17K | Hold |
534
| – | – | ﹤0.01% | 1861 |
|
|
2020
Q3 | $17K | Hold |
534
| – | – | ﹤0.01% | 1861 |
|
|
2020
Q2 | $17K | Hold |
534
| – | – | ﹤0.01% | 1861 |
|
|
2020
Q1 | $17K | Hold |
534
| – | – | ﹤0.01% | 1861 |
|
|
2019
Q4 | $17K | Hold |
534
| – | – | ﹤0.01% | 1861 |
|
|
2019
Q3 | $17K | Hold |
534
| – | – | ﹤0.01% | 1861 |
|
|
2019
Q2 | $17K | Hold |
534
| – | – | ﹤0.01% | 1861 |
|
|
2019
Q1 | $17K | Buy |
534
+47
| +10% | +$1.5K | ﹤0.01% | 1861 |
|
|
2018
Q4 | $20K | Buy |
487
+302
| +163% | +$12.4K | ﹤0.01% | 1135 |
|
|
2018
Q3 | $8K | Sell |
185
-27
| -13% | -$1.17K | ﹤0.01% | 1220 |
|
|
2018
Q2 | $9K | Buy |
+212
| New | +$9K | ﹤0.01% | 1028 |
|