Carson Wealth (CWM LLC)
HGTY icon

Carson Wealth (CWM LLC)’s Hagerty HGTY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HGTY Stock Details HGTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.32K Buy
315
+43
+16% +$502 ﹤0.01% 5156
2025
Q4 		$4K Buy
+272
New +$3.4K ﹤0.01% 4891
2023
Q3 		– Sell
-1,970
Closed -$18K – 4311
2023
Q2 		$18K Sell
1,970
-310
-14% -$2.86K ﹤0.01% 2710
2023
Q1 		$20K Buy
2,280
+310
+16% +$2.83K ﹤0.01% 2507
2022
Q4 		$17K Hold
1,970
– – ﹤0.01% 2476
2022
Q3 		$18K Hold
1,970
– – ﹤0.01% 2290
2022
Q2 		$23K Buy
+1,970
New +$19.9K ﹤0.01% 2031
2022
Q1 		– Sell
-1,970
Closed -$28K – 3653
2021
Q4 		$28K Buy
+1,970
New +$30.8K ﹤0.01% 1808

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LC
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