Carson Wealth (CWM LLC)’s Hingham Institution for Saving HIFS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3K Sell
14
-3
-18% -$643 ﹤0.01% 4765
2025
Q1
$4K Buy
17
+1
+6% +$235 ﹤0.01% 4529
2024
Q4
$4K Buy
16
+1
+7% +$250 ﹤0.01% 4309
2024
Q3
$4K Buy
15
+8
+114% +$2.13K ﹤0.01% 4182
2024
Q2
$1K Buy
+7
New +$1K ﹤0.01% 4389