Carson Wealth (CWM LLC)’s Harmonic Inc HLIT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$255K Buy
26,886
+19,767
+278% +$187K ﹤0.01% 1970
2025
Q1
$68K Buy
7,119
+4,058
+133% +$38.8K ﹤0.01% 2719
2024
Q4
$40K Sell
3,061
-5,378
-64% -$70.3K ﹤0.01% 2957
2024
Q3
$123K Buy
8,439
+6,184
+274% +$90.1K ﹤0.01% 2062
2024
Q2
$27K Buy
2,255
+1,999
+781% +$23.9K ﹤0.01% 2913
2024
Q1
$3K Buy
256
+11
+4% +$129 ﹤0.01% 3842
2023
Q4
$3K Sell
245
-1,165
-83% -$14.3K ﹤0.01% 3695
2023
Q3
$14K Buy
1,410
+822
+140% +$8.16K ﹤0.01% 2914
2023
Q2
$10K Buy
588
+9
+2% +$153 ﹤0.01% 3075
2023
Q1
$8K Buy
579
+96
+20% +$1.33K ﹤0.01% 3075
2022
Q4
$6K Buy
483
+78
+19% +$969 ﹤0.01% 3074
2022
Q3
$5K Buy
405
+193
+91% +$2.38K ﹤0.01% 3066
2022
Q2
$2K Sell
212
-294
-58% -$2.77K ﹤0.01% 3338
2022
Q1
$5K Buy
506
+234
+86% +$2.31K ﹤0.01% 2827
2021
Q4
$3K Buy
+272
New +$3K ﹤0.01% 2972