Carson Wealth (CWM LLC)’s HarborOne Bancorp HONE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-12,637
| Closed | -$172K | – | 5472 |
|
|
2025
Q3 | $172K | Buy |
12,637
+3,319
| +36% | +$41.5K | ﹤0.01% | 2558 |
|
|
2025
Q2 | $109K | Buy |
9,318
+4,239
| +83% | +$46.3K | ﹤0.01% | 2636 |
|
|
2025
Q1 | $53K | Buy |
5,079
+1,326
| +35% | +$15.2K | ﹤0.01% | 2932 |
|
|
2024
Q4 | $44K | Buy |
3,753
+567
| +18% | +$7.19K | ﹤0.01% | 2895 |
|
|
2024
Q3 | $41K | Buy |
3,186
+384
| +14% | +$4.79K | ﹤0.01% | 2843 |
|
|
2024
Q2 | $31K | Buy |
2,802
+289
| +12% | +$2.97K | ﹤0.01% | 2812 |
|
|
2024
Q1 | $27K | Sell |
2,513
-52
| -2% | -$560 | ﹤0.01% | 2706 |
|
|
2023
Q4 | $31K | Buy |
2,565
+71
| +3% | +$758 | ﹤0.01% | 2489 |
|
|
2023
Q3 | $24K | Hold |
2,494
| – | – | ﹤0.01% | 2563 |
|
|
2023
Q2 | $22K | Buy |
2,494
+2,196
| +737% | +$21K | ﹤0.01% | 2574 |
|
|
2023
Q1 | $4K | Sell |
298
-95
| -24% | -$1.27K | ﹤0.01% | 3390 |
|
|
2022
Q4 | $5K | Buy |
393
+201
| +105% | +$2.86K | ﹤0.01% | 3179 |
|
|
2022
Q3 | $3K | Buy |
192
+61
| +47% | +$860 | ﹤0.01% | 3304 |
|
|
2022
Q2 | $2K | Buy |
+131
| New | +$1.81K | ﹤0.01% | 3349 |
|
Other funds holding HONE
Carson Wealth (CWM LLC)'s HONE Position: Q4 2025 in Review
Carson Wealth (CWM LLC) sold out of HarborOne Bancorp (HONE) in Q4 2025, closing a stake of 12,637 shares — an estimated $172K sold.
Carson Wealth (CWM LLC) first reported a position in HONE in Q2 2022 and held it in 14 quarters. The position peaked at $172K in Q3 2025. 1 fund tracked by Wall St. Rank holds HONE as of Q4 2025.
- Carson Wealth (CWM LLC) reported no remaining HarborOne Bancorp position as of Q4 2025 after selling out during the quarter.
- Carson Wealth (CWM LLC) sold 12,637 HarborOne Bancorp shares in Q4 2025, an estimated $172K.
- Carson Wealth (CWM LLC) first reported a position in HarborOne Bancorp in Q2 2022 and held it in 14 quarters.
- Carson Wealth (CWM LLC)'s HarborOne Bancorp position peaked at $172K in Q3 2025.
- 1 fund tracked by Wall St. Rank held HarborOne Bancorp as of Q4 2025.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.