Carson Wealth (CWM LLC)’s Holley HLLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15K | Buy |
7,726
+2,524
| +49% | +$4.9K | ﹤0.01% | 4079 |
|
|
2025
Q1 | $13K | Sell |
5,202
-357
| -6% | -$892 | ﹤0.01% | 3955 |
|
|
2024
Q4 | $17K | Buy |
5,559
+1,730
| +45% | +$5.29K | ﹤0.01% | 3538 |
|
|
2024
Q3 | $11K | Buy |
3,829
+122
| +3% | +$350 | ﹤0.01% | 3734 |
|
|
2024
Q2 | $13K | Sell |
3,707
-7
| -0.2% | -$25 | ﹤0.01% | 3383 |
|
|
2024
Q1 | $17K | Buy |
3,714
+185
| +5% | +$847 | ﹤0.01% | 3009 |
|
|
2023
Q4 | $17K | Buy |
3,529
+767
| +28% | +$3.7K | ﹤0.01% | 2868 |
|
|
2023
Q3 | $14K | Hold |
2,762
| – | – | ﹤0.01% | 2915 |
|
|
2023
Q2 | $11K | Sell |
2,762
-163
| -6% | -$649 | ﹤0.01% | 3017 |
|
|
2023
Q1 | $8K | Buy |
2,925
+570
| +24% | +$1.56K | ﹤0.01% | 3076 |
|
|
2022
Q4 | $5K | Buy |
+2,355
| New | +$5K | ﹤0.01% | 3175 |
|