Carson Wealth (CWM LLC)’s Robinhood HOOD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.81M | Sell |
83,412
-5,212
| -6% | -$488K | 0.03% | 457 |
|
|
2025
Q1 | $3.69M | Sell |
88,624
-9,265
| -9% | -$386K | 0.01% | 615 |
|
|
2024
Q4 | $3.65M | Buy |
97,889
+59,143
| +153% | +$2.2M | 0.02% | 549 |
|
|
2024
Q3 | $907K | Buy |
38,746
+15,524
| +67% | +$363K | ﹤0.01% | 1094 |
|
|
2024
Q2 | $527K | Buy |
23,222
+12,701
| +121% | +$288K | ﹤0.01% | 1172 |
|
|
2024
Q1 | $212K | Buy |
10,521
+5,141
| +96% | +$104K | ﹤0.01% | 1496 |
|
|
2023
Q4 | $69K | Sell |
5,380
-3,108
| -37% | -$39.9K | ﹤0.01% | 1981 |
|
|
2023
Q3 | $83K | Buy |
8,488
+3,219
| +61% | +$31.5K | ﹤0.01% | 1743 |
|
|
2023
Q2 | $53K | Buy |
5,269
+284
| +6% | +$2.86K | ﹤0.01% | 1938 |
|
|
2023
Q1 | $48K | Buy |
4,985
+797
| +19% | +$7.67K | ﹤0.01% | 1898 |
|
|
2022
Q4 | $34K | Sell |
4,188
-691
| -14% | -$5.61K | ﹤0.01% | 1996 |
|
|
2022
Q3 | $49K | Buy |
4,879
+906
| +23% | +$9.1K | ﹤0.01% | 1658 |
|
|
2022
Q2 | $33K | Buy |
+3,973
| New | +$33K | ﹤0.01% | 1834 |
|
|
2022
Q1 | – | Sell |
-2,445
| Closed | -$43K | – | 3641 |
|
|
2021
Q4 | $43K | Buy |
+2,445
| New | +$43K | ﹤0.01% | 1636 |
|