Carson Wealth (CWM LLC)’s Hims & Hers Health HIMS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$450K Sell
9,024
-532
-6% -$26.5K ﹤0.01% 1634
2025
Q1
$282K Buy
9,556
+2,633
+38% +$77.7K ﹤0.01% 1702
2024
Q4
$167K Buy
6,923
+941
+16% +$22.7K ﹤0.01% 1947
2024
Q3
$110K Buy
5,982
+1,054
+21% +$19.4K ﹤0.01% 2143
2024
Q2
$99K Buy
4,928
+246
+5% +$4.94K ﹤0.01% 1981
2024
Q1
$72K Buy
4,682
+24
+0.5% +$369 ﹤0.01% 2075
2023
Q4
$41K Hold
4,658
﹤0.01% 2302
2023
Q3
$29K Sell
4,658
-2,517
-35% -$15.7K ﹤0.01% 2426
2023
Q2
$67K Buy
7,175
+3,000
+72% +$28K ﹤0.01% 1794
2023
Q1
$41K Buy
+4,175
New +$41K ﹤0.01% 2010