Carson Wealth (CWM LLC)’s Hilton Grand Vacations HGV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$53K Buy
1,277
+525
+70% +$21.8K ﹤0.01% 3231
2025
Q1
$28K Buy
752
+143
+23% +$5.32K ﹤0.01% 3438
2024
Q4
$24K Buy
609
+107
+21% +$4.22K ﹤0.01% 3314
2024
Q3
$18K Buy
502
+83
+20% +$2.98K ﹤0.01% 3428
2024
Q2
$17K Sell
419
-16
-4% -$649 ﹤0.01% 3216
2024
Q1
$21K Buy
435
+37
+9% +$1.79K ﹤0.01% 2871
2023
Q4
$16K Sell
398
-83
-17% -$3.34K ﹤0.01% 2904
2023
Q3
$20K Sell
481
-54
-10% -$2.25K ﹤0.01% 2683
2023
Q2
$24K Buy
535
+2
+0.4% +$90 ﹤0.01% 2509
2023
Q1
$24K Buy
533
+138
+35% +$6.21K ﹤0.01% 2368
2022
Q4
$15K Sell
395
-17
-4% -$646 ﹤0.01% 2557
2022
Q3
$14K Buy
412
+43
+12% +$1.46K ﹤0.01% 2464
2022
Q2
$13K Buy
369
+100
+37% +$3.52K ﹤0.01% 2415
2022
Q1
$14K Buy
269
+214
+389% +$11.1K ﹤0.01% 2293
2021
Q4
$3K Buy
+55
New +$3K ﹤0.01% 2970