Carson Wealth (CWM LLC)’s Hecla Mining HL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $161K | Buy |
26,850
+4,091
| +18% | +$24.5K | ﹤0.01% | 2359 |
|
|
2025
Q1 | $127K | Buy |
22,759
+1,361
| +6% | +$7.6K | ﹤0.01% | 2227 |
|
|
2024
Q4 | $105K | Sell |
21,398
-1,073
| -5% | -$5.27K | ﹤0.01% | 2250 |
|
|
2024
Q3 | $150K | Buy |
22,471
+5,159
| +30% | +$34.4K | ﹤0.01% | 1930 |
|
|
2024
Q2 | $84K | Sell |
17,312
-322
| -2% | -$1.56K | ﹤0.01% | 2089 |
|
|
2024
Q1 | $85K | Buy |
17,634
+1,672
| +10% | +$8.06K | ﹤0.01% | 1969 |
|
|
2023
Q4 | $77K | Buy |
15,962
+875
| +6% | +$4.22K | ﹤0.01% | 1906 |
|
|
2023
Q3 | $59K | Sell |
15,087
-1,322
| -8% | -$5.17K | ﹤0.01% | 1964 |
|
|
2023
Q2 | $85K | Buy |
16,409
+981
| +6% | +$5.08K | ﹤0.01% | 1649 |
|
|
2023
Q1 | $98K | Buy |
15,428
+746
| +5% | +$4.74K | ﹤0.01% | 1497 |
|
|
2022
Q4 | $82K | Buy |
14,682
+12,191
| +489% | +$68.1K | ﹤0.01% | 1470 |
|
|
2022
Q3 | $10K | Buy |
2,491
+817
| +49% | +$3.28K | ﹤0.01% | 2674 |
|
|
2022
Q2 | $7K | Buy |
1,674
+1,057
| +171% | +$4.42K | ﹤0.01% | 2797 |
|
|
2022
Q1 | $4K | Buy |
617
+67
| +12% | +$434 | ﹤0.01% | 2918 |
|
|
2021
Q4 | $3K | Buy |
+550
| New | +$3K | ﹤0.01% | 2971 |
|
|
2021
Q2 | $4K | Hold |
528
| – | – | ﹤0.01% | 2417 |
|
|
2021
Q1 | $4K | Hold |
528
| – | – | ﹤0.01% | 2417 |
|
|
2020
Q4 | $4K | Hold |
528
| – | – | ﹤0.01% | 2417 |
|
|
2020
Q3 | $4K | Hold |
528
| – | – | ﹤0.01% | 2417 |
|
|
2020
Q2 | $4K | Hold |
528
| – | – | ﹤0.01% | 2417 |
|
|
2020
Q1 | $4K | Hold |
528
| – | – | ﹤0.01% | 2417 |
|
|
2019
Q4 | $4K | Hold |
528
| – | – | ﹤0.01% | 2417 |
|
|
2019
Q3 | $4K | Hold |
528
| – | – | ﹤0.01% | 2417 |
|
|
2019
Q2 | $4K | Hold |
528
| – | – | ﹤0.01% | 2417 |
|
|
2019
Q1 | $4K | Sell |
528
-725
| -58% | -$5.49K | ﹤0.01% | 2417 |
|
|
2018
Q4 | $3K | Buy |
+1,253
| New | +$3K | ﹤0.01% | 1653 |
|
|
2017
Q2 | – | Sell |
-284
| Closed | -$2K | – | 1238 |
|
|
2017
Q1 | $2K | Buy |
+284
| New | +$2K | ﹤0.01% | 982 |
|