Carson Wealth (CWM LLC)’s Home BancShares HOMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $479K | Buy |
16,815
+2,826
| +20% | +$80.5K | ﹤0.01% | 1616 |
|
|
2025
Q1 | $395K | Sell |
13,989
-47,715
| -77% | -$1.35M | ﹤0.01% | 1551 |
|
|
2024
Q4 | $1.75M | Sell |
61,704
-1,917
| -3% | -$54.2K | 0.01% | 834 |
|
|
2024
Q3 | $1.72M | Sell |
63,621
-83,316
| -57% | -$2.26M | 0.01% | 765 |
|
|
2024
Q2 | $3.52M | Sell |
146,937
-3,481
| -2% | -$83.4K | 0.02% | 498 |
|
|
2024
Q1 | $3.7M | Buy |
150,418
+19,334
| +15% | +$475K | 0.02% | 474 |
|
|
2023
Q4 | $3.32M | Sell |
131,084
-334
| -0.3% | -$8.46K | 0.02% | 471 |
|
|
2023
Q3 | $2.75M | Sell |
131,418
-51,036
| -28% | -$1.07M | 0.02% | 475 |
|
|
2023
Q2 | $4.16M | Sell |
182,454
-26,384
| -13% | -$602K | 0.03% | 377 |
|
|
2023
Q1 | $4.53M | Sell |
208,838
-10,993
| -5% | -$239K | 0.03% | 337 |
|
|
2022
Q4 | $5.01M | Buy |
219,831
+5,750
| +3% | +$131K | 0.04% | 300 |
|
|
2022
Q3 | $4.82M | Buy |
214,081
+143,975
| +205% | +$3.24M | 0.04% | 287 |
|
|
2022
Q2 | $1.46M | Buy |
70,106
+69,914
| +36,414% | +$1.45M | 0.01% | 462 |
|
|
2022
Q1 | $4K | Hold |
192
| – | – | ﹤0.01% | 2919 |
|
|
2021
Q4 | $5K | Buy |
+192
| New | +$5K | ﹤0.01% | 2715 |
|
|
2021
Q2 | $4K | Hold |
181
| – | – | ﹤0.01% | 2418 |
|
|
2021
Q1 | $4K | Hold |
181
| – | – | ﹤0.01% | 2418 |
|
|
2020
Q4 | $4K | Hold |
181
| – | – | ﹤0.01% | 2418 |
|
|
2020
Q3 | $4K | Hold |
181
| – | – | ﹤0.01% | 2418 |
|
|
2020
Q2 | $4K | Hold |
181
| – | – | ﹤0.01% | 2418 |
|
|
2020
Q1 | $4K | Hold |
181
| – | – | ﹤0.01% | 2418 |
|
|
2019
Q4 | $4K | Hold |
181
| – | – | ﹤0.01% | 2418 |
|
|
2019
Q3 | $4K | Hold |
181
| – | – | ﹤0.01% | 2418 |
|
|
2019
Q2 | $4K | Hold |
181
| – | – | ﹤0.01% | 2418 |
|
|
2019
Q1 | $4K | Buy |
+181
| New | +$4K | ﹤0.01% | 2418 |
|