Carson Wealth (CWM LLC)’s HNI Corp HNI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $467K | Buy |
9,487
+186
| +2% | +$9.16K | ﹤0.01% | 1626 |
|
|
2025
Q1 | $412K | Sell |
9,301
-84
| -0.9% | -$3.72K | ﹤0.01% | 1530 |
|
|
2024
Q4 | $473K | Buy |
9,385
+2,053
| +28% | +$103K | ﹤0.01% | 1398 |
|
|
2024
Q3 | $395K | Buy |
7,332
+225
| +3% | +$12.1K | ﹤0.01% | 1413 |
|
|
2024
Q2 | $320K | Buy |
7,107
+28
| +0.4% | +$1.26K | ﹤0.01% | 1362 |
|
|
2024
Q1 | $319K | Hold |
7,079
| – | – | ﹤0.01% | 1303 |
|
|
2023
Q4 | $296K | Sell |
7,079
-36
| -0.5% | -$1.51K | ﹤0.01% | 1253 |
|
|
2023
Q3 | $246K | Hold |
7,115
| – | – | ﹤0.01% | 1225 |
|
|
2023
Q2 | $201K | Buy |
7,115
+6,703
| +1,627% | +$189K | ﹤0.01% | 1245 |
|
|
2023
Q1 | $11K | Buy |
412
+40
| +11% | +$1.07K | ﹤0.01% | 2889 |
|
|
2022
Q4 | $11K | Buy |
372
+116
| +45% | +$3.43K | ﹤0.01% | 2748 |
|
|
2022
Q3 | $7K | Buy |
+256
| New | +$7K | ﹤0.01% | 2893 |
|
|
2022
Q2 | – | Sell |
-79
| Closed | -$3K | – | 3898 |
|
|
2022
Q1 | $3K | Sell |
79
-315
| -80% | -$12K | ﹤0.01% | 3024 |
|
|
2021
Q4 | $17K | Buy |
+394
| New | +$17K | ﹤0.01% | 2070 |
|
|
2021
Q2 | $13K | Hold |
297
| – | – | ﹤0.01% | 1985 |
|
|
2021
Q1 | $13K | Hold |
297
| – | – | ﹤0.01% | 1985 |
|
|
2020
Q4 | $13K | Hold |
297
| – | – | ﹤0.01% | 1985 |
|
|
2020
Q3 | $13K | Hold |
297
| – | – | ﹤0.01% | 1985 |
|
|
2020
Q2 | $13K | Hold |
297
| – | – | ﹤0.01% | 1985 |
|
|
2020
Q1 | $13K | Hold |
297
| – | – | ﹤0.01% | 1985 |
|
|
2019
Q4 | $13K | Hold |
297
| – | – | ﹤0.01% | 1985 |
|
|
2019
Q3 | $13K | Hold |
297
| – | – | ﹤0.01% | 1985 |
|
|
2019
Q2 | $13K | Hold |
297
| – | – | ﹤0.01% | 1985 |
|
|
2019
Q1 | $13K | Buy |
297
+285
| +2,375% | +$12.5K | ﹤0.01% | 1985 |
|
|
2018
Q4 | $0 | Buy |
+12
| New | – | ﹤0.01% | 2155 |
|