Carson Wealth (CWM LLC)’s Hillenbrand HI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Buy |
14,571
+4,508
| +45% | +$90.3K | ﹤0.01% | 1886 |
|
|
2025
Q1 | $243K | Buy |
10,063
+608
| +6% | +$14.7K | ﹤0.01% | 1796 |
|
|
2024
Q4 | $291K | Buy |
9,455
+8,808
| +1,361% | +$271K | ﹤0.01% | 1607 |
|
|
2024
Q3 | $18K | Buy |
647
+204
| +46% | +$5.68K | ﹤0.01% | 3429 |
|
|
2024
Q2 | $18K | Buy |
443
+7
| +2% | +$284 | ﹤0.01% | 3178 |
|
|
2024
Q1 | $22K | Hold |
436
| – | – | ﹤0.01% | 2823 |
|
|
2023
Q4 | $21K | Buy |
436
+103
| +31% | +$4.96K | ﹤0.01% | 2741 |
|
|
2023
Q3 | $14K | Sell |
333
-152
| -31% | -$6.39K | ﹤0.01% | 2913 |
|
|
2023
Q2 | $25K | Sell |
485
-115
| -19% | -$5.93K | ﹤0.01% | 2480 |
|
|
2023
Q1 | $29K | Sell |
600
-209
| -26% | -$10.1K | ﹤0.01% | 2243 |
|
|
2022
Q4 | $35K | Buy |
809
+400
| +98% | +$17.3K | ﹤0.01% | 1973 |
|
|
2022
Q3 | $15K | Buy |
409
+8
| +2% | +$293 | ﹤0.01% | 2417 |
|
|
2022
Q2 | $16K | Buy |
401
+83
| +26% | +$3.31K | ﹤0.01% | 2261 |
|
|
2022
Q1 | $14K | Sell |
318
-1
| -0.3% | -$44 | ﹤0.01% | 2294 |
|
|
2021
Q4 | $17K | Buy |
+319
| New | +$17K | ﹤0.01% | 2068 |
|
|
2021
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 2416 |
|
|
2021
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 2416 |
|
|
2020
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 2416 |
|
|
2020
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 2416 |
|
|
2020
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 2416 |
|
|
2020
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 2416 |
|
|
2019
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 2416 |
|
|
2019
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 2416 |
|
|
2019
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 2416 |
|
|
2019
Q1 | $4K | Buy |
100
+25
| +33% | +$1K | ﹤0.01% | 2416 |
|
|
2018
Q4 | $3K | Hold |
75
| – | – | ﹤0.01% | 1652 |
|
|
2018
Q3 | $4K | Hold |
75
| – | – | ﹤0.01% | 1390 |
|
|
2018
Q2 | $4K | Hold |
75
| – | – | ﹤0.01% | 1238 |
|
|
2018
Q1 | $3K | Hold |
75
| – | – | ﹤0.01% | 1098 |
|
|
2017
Q4 | $3K | Hold |
75
| – | – | ﹤0.01% | 1198 |
|
|
2017
Q3 | $3K | Hold |
75
| – | – | ﹤0.01% | 1203 |
|
|
2017
Q2 | $3K | Buy |
75
+61
| +436% | +$2.44K | ﹤0.01% | 957 |
|
|
2017
Q1 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 1058 |
|