Carson Wealth (CWM LLC)’s Honda HMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $109K | Buy |
3,793
+35
| +0.9% | +$1.01K | ﹤0.01% | 2633 |
|
|
2025
Q1 | $102K | Sell |
3,758
-665
| -15% | -$18K | ﹤0.01% | 2411 |
|
|
2024
Q4 | $126K | Sell |
4,423
-416
| -9% | -$11.9K | ﹤0.01% | 2126 |
|
|
2024
Q3 | $154K | Buy |
4,839
+634
| +15% | +$20.2K | ﹤0.01% | 1904 |
|
|
2024
Q2 | $136K | Sell |
4,205
-368
| -8% | -$11.9K | ﹤0.01% | 1787 |
|
|
2024
Q1 | $170K | Buy |
4,573
+1,056
| +30% | +$39.3K | ﹤0.01% | 1589 |
|
|
2023
Q4 | $109K | Buy |
3,517
+1,144
| +48% | +$35.5K | ﹤0.01% | 1703 |
|
|
2023
Q3 | $80K | Buy |
2,373
+627
| +36% | +$21.1K | ﹤0.01% | 1765 |
|
|
2023
Q2 | $53K | Sell |
1,746
-177
| -9% | -$5.37K | ﹤0.01% | 1937 |
|
|
2023
Q1 | $51K | Buy |
1,923
+902
| +88% | +$23.9K | ﹤0.01% | 1858 |
|
|
2022
Q4 | $23K | Sell |
1,021
-946
| -48% | -$21.3K | ﹤0.01% | 2262 |
|
|
2022
Q3 | $42K | Buy |
1,967
+204
| +12% | +$4.36K | ﹤0.01% | 1741 |
|
|
2022
Q2 | $43K | Buy |
1,763
+416
| +31% | +$10.1K | ﹤0.01% | 1690 |
|
|
2022
Q1 | $38K | Buy |
1,347
+735
| +120% | +$20.7K | ﹤0.01% | 1726 |
|
|
2021
Q4 | $17K | Buy |
+612
| New | +$17K | ﹤0.01% | 2069 |
|
|
2021
Q2 | $20K | Hold |
625
| – | – | ﹤0.01% | 1789 |
|
|
2021
Q1 | $20K | Hold |
625
| – | – | ﹤0.01% | 1789 |
|
|
2020
Q4 | $20K | Hold |
625
| – | – | ﹤0.01% | 1789 |
|
|
2020
Q3 | $20K | Hold |
625
| – | – | ﹤0.01% | 1789 |
|
|
2020
Q2 | $20K | Hold |
625
| – | – | ﹤0.01% | 1789 |
|
|
2020
Q1 | $20K | Hold |
625
| – | – | ﹤0.01% | 1789 |
|
|
2019
Q4 | $20K | Hold |
625
| – | – | ﹤0.01% | 1789 |
|
|
2019
Q3 | $20K | Hold |
625
| – | – | ﹤0.01% | 1789 |
|
|
2019
Q2 | $20K | Hold |
625
| – | – | ﹤0.01% | 1789 |
|
|
2019
Q1 | $20K | Buy |
625
+597
| +2,132% | +$19.1K | ﹤0.01% | 1789 |
|
|
2018
Q4 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 1897 |
|
|
2018
Q3 | – | Sell |
-62
| Closed | -$2K | – | 1909 |
|
|
2018
Q2 | $2K | Sell |
62
-26
| -30% | -$839 | ﹤0.01% | 1374 |
|
|
2018
Q1 | $3K | Buy |
88
+8
| +10% | +$273 | ﹤0.01% | 1099 |
|
|
2017
Q4 | $3K | Hold |
80
| – | – | ﹤0.01% | 1199 |
|
|
2017
Q3 | $2K | Buy |
+80
| New | +$2K | ﹤0.01% | 1284 |
|
|
2016
Q4 | – | Sell |
-160
| Closed | -$5K | – | 1130 |
|
|
2016
Q3 | $5K | Buy |
+160
| New | +$5K | ﹤0.01% | 822 |
|