Carson Wealth (CWM LLC)’s Hawaiian Electric Industries HE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19K | Sell |
1,763
-482
| -21% | -$5.2K | ﹤0.01% | 3941 |
|
|
2025
Q1 | $25K | Sell |
2,245
-3,267
| -59% | -$36.4K | ﹤0.01% | 3513 |
|
|
2024
Q4 | $54K | Sell |
5,512
-8,545
| -61% | -$83.7K | ﹤0.01% | 2740 |
|
|
2024
Q3 | $136K | Sell |
14,057
-9,483
| -40% | -$91.7K | ﹤0.01% | 1995 |
|
|
2024
Q2 | $212K | Buy |
23,540
+14,240
| +153% | +$128K | ﹤0.01% | 1556 |
|
|
2024
Q1 | $105K | Sell |
9,300
-1,160
| -11% | -$13.1K | ﹤0.01% | 1851 |
|
|
2023
Q4 | $148K | Buy |
10,460
+2,990
| +40% | +$42.3K | ﹤0.01% | 1557 |
|
|
2023
Q3 | $92K | Buy |
7,470
+2,488
| +50% | +$30.6K | ﹤0.01% | 1685 |
|
|
2023
Q2 | $180K | Buy |
4,982
+404
| +9% | +$14.6K | ﹤0.01% | 1291 |
|
|
2023
Q1 | $176K | Buy |
4,578
+18
| +0.4% | +$692 | ﹤0.01% | 1243 |
|
|
2022
Q4 | $191K | Buy |
4,560
+44
| +1% | +$1.84K | ﹤0.01% | 1112 |
|
|
2022
Q3 | $157K | Buy |
4,516
+221
| +5% | +$7.68K | ﹤0.01% | 1143 |
|
|
2022
Q2 | $176K | Buy |
4,295
+216
| +5% | +$8.85K | ﹤0.01% | 1088 |
|
|
2022
Q1 | $173K | Sell |
4,079
-245
| -6% | -$10.4K | ﹤0.01% | 1098 |
|
|
2021
Q4 | $179K | Buy |
+4,324
| New | +$179K | ﹤0.01% | 1067 |
|
|
2021
Q2 | $183K | Hold |
4,324
| – | – | ﹤0.01% | 931 |
|
|
2021
Q1 | $183K | Hold |
4,324
| – | – | ﹤0.01% | 931 |
|
|
2020
Q4 | $183K | Hold |
4,324
| – | – | ﹤0.01% | 931 |
|
|
2020
Q3 | $183K | Hold |
4,324
| – | – | ﹤0.01% | 931 |
|
|
2020
Q2 | $183K | Hold |
4,324
| – | – | ﹤0.01% | 931 |
|
|
2020
Q1 | $183K | Hold |
4,324
| – | – | ﹤0.01% | 931 |
|
|
2019
Q4 | $183K | Hold |
4,324
| – | – | ﹤0.01% | 931 |
|
|
2019
Q3 | $183K | Hold |
4,324
| – | – | ﹤0.01% | 931 |
|
|
2019
Q2 | $183K | Hold |
4,324
| – | – | ﹤0.01% | 931 |
|
|
2019
Q1 | $183K | Buy |
4,324
+3,374
| +355% | +$143K | ﹤0.01% | 931 |
|
|
2018
Q4 | $35K | Hold |
950
| – | – | ﹤0.01% | 968 |
|
|
2018
Q3 | $34K | Sell |
950
-21
| -2% | -$752 | ﹤0.01% | 828 |
|
|
2018
Q2 | $33K | Buy |
971
+912
| +1,546% | +$31K | ﹤0.01% | 717 |
|
|
2018
Q1 | $2K | Sell |
59
-615
| -91% | -$20.8K | ﹤0.01% | 1169 |
|
|
2017
Q4 | $24K | Buy |
+674
| New | +$24K | ﹤0.01% | 666 |
|