Carson Wealth (CWM LLC)’s Harley-Davidson HOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Sell |
9,824
-5,693
| -37% | -$134K | ﹤0.01% | 2046 |
|
|
2025
Q1 | $392K | Sell |
15,517
-2,259
| -13% | -$57.1K | ﹤0.01% | 1556 |
|
|
2024
Q4 | $536K | Buy |
17,776
+75
| +0.4% | +$2.26K | ﹤0.01% | 1348 |
|
|
2024
Q3 | $682K | Sell |
17,701
-404
| -2% | -$15.6K | ﹤0.01% | 1194 |
|
|
2024
Q2 | $607K | Buy |
18,105
+3,866
| +27% | +$130K | ﹤0.01% | 1114 |
|
|
2024
Q1 | $623K | Sell |
14,239
-128
| -0.9% | -$5.6K | ﹤0.01% | 1050 |
|
|
2023
Q4 | $529K | Buy |
14,367
+130
| +0.9% | +$4.79K | ﹤0.01% | 1040 |
|
|
2023
Q3 | $471K | Buy |
14,237
+104
| +0.7% | +$3.44K | ﹤0.01% | 995 |
|
|
2023
Q2 | $498K | Sell |
14,133
-3,691
| -21% | -$130K | ﹤0.01% | 935 |
|
|
2023
Q1 | $677K | Sell |
17,824
-1,372
| -7% | -$52.1K | ﹤0.01% | 785 |
|
|
2022
Q4 | $799K | Sell |
19,196
-1,663
| -8% | -$69.2K | 0.01% | 674 |
|
|
2022
Q3 | $728K | Sell |
20,859
-2,315
| -10% | -$80.8K | 0.01% | 637 |
|
|
2022
Q2 | $734K | Buy |
23,174
+1,364
| +6% | +$43.2K | 0.01% | 636 |
|
|
2022
Q1 | $859K | Buy |
21,810
+168
| +0.8% | +$6.62K | 0.01% | 597 |
|
|
2021
Q4 | $816K | Buy |
+21,642
| New | +$816K | 0.01% | 620 |
|
|
2021
Q2 | $934K | Hold |
20,387
| – | – | 0.01% | 571 |
|
|
2021
Q1 | $934K | Hold |
20,387
| – | – | 0.01% | 571 |
|
|
2020
Q4 | $934K | Hold |
20,387
| – | – | 0.01% | 571 |
|
|
2020
Q3 | $934K | Hold |
20,387
| – | – | 0.01% | 571 |
|
|
2020
Q2 | $934K | Hold |
20,387
| – | – | 0.01% | 571 |
|
|
2020
Q1 | $934K | Hold |
20,387
| – | – | 0.01% | 571 |
|
|
2019
Q4 | $934K | Hold |
20,387
| – | – | 0.01% | 571 |
|
|
2019
Q3 | $934K | Hold |
20,387
| – | – | 0.01% | 571 |
|
|
2019
Q2 | $934K | Hold |
20,387
| – | – | 0.01% | 571 |
|
|
2019
Q1 | $934K | Buy |
20,387
+19,805
| +3,403% | +$907K | 0.01% | 571 |
|
|
2018
Q4 | $20K | Sell |
582
-291
| -33% | -$10K | ﹤0.01% | 1136 |
|
|
2018
Q3 | $40K | Buy |
873
+373
| +75% | +$17.1K | ﹤0.01% | 784 |
|
|
2018
Q2 | $21K | Hold |
500
| – | – | ﹤0.01% | 825 |
|
|
2018
Q1 | $21K | Hold |
500
| – | – | ﹤0.01% | 695 |
|
|
2017
Q4 | $25K | Sell |
500
-205
| -29% | -$10.3K | ﹤0.01% | 655 |
|
|
2017
Q3 | $34K | Sell |
705
-24
| -3% | -$1.16K | ﹤0.01% | 592 |
|
|
2017
Q2 | $39K | Buy |
729
+502
| +221% | +$26.9K | ﹤0.01% | 509 |
|
|
2017
Q1 | $14K | Sell |
227
-39
| -15% | -$2.41K | ﹤0.01% | 679 |
|
|
2016
Q4 | $16K | Buy |
266
+170
| +177% | +$10.2K | ﹤0.01% | 628 |
|
|
2016
Q3 | $5K | Buy |
96
+71
| +284% | +$3.7K | ﹤0.01% | 823 |
|
|
2016
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 741 |
|
|
2016
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 708 |
|
|
2015
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 640 |
|
|
2015
Q3 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 605 |
|
|
2014
Q1 | – | Sell |
-98
| Closed | -$7K | – | 275 |
|
|
2013
Q4 | $7K | Hold |
98
| – | – | ﹤0.01% | 441 |
|
|
2013
Q3 | $6K | Buy |
+98
| New | +$6K | ﹤0.01% | 363 |
|