Carson Wealth (CWM LLC)’s HP HPQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $865K | Sell |
35,351
-15,295
| -30% | -$374K | ﹤0.01% | 1321 |
|
|
2025
Q1 | $1.4M | Buy |
50,646
+14,435
| +40% | +$400K | 0.01% | 975 |
|
|
2024
Q4 | $1.18M | Sell |
36,211
-4,803
| -12% | -$157K | ﹤0.01% | 1000 |
|
|
2024
Q3 | $1.47M | Buy |
41,014
+3,513
| +9% | +$126K | 0.01% | 834 |
|
|
2024
Q2 | $1.31M | Buy |
37,501
+2,195
| +6% | +$76.9K | 0.01% | 770 |
|
|
2024
Q1 | $1.07M | Buy |
35,306
+5,561
| +19% | +$168K | 0.01% | 822 |
|
|
2023
Q4 | $895K | Buy |
29,745
+2,417
| +9% | +$72.7K | ﹤0.01% | 855 |
|
|
2023
Q3 | $702K | Buy |
27,328
+1,129
| +4% | +$29K | ﹤0.01% | 865 |
|
|
2023
Q2 | $805K | Buy |
26,199
+6,557
| +33% | +$201K | 0.01% | 784 |
|
|
2023
Q1 | $576K | Buy |
19,642
+1,360
| +7% | +$39.9K | ﹤0.01% | 846 |
|
|
2022
Q4 | $491K | Buy |
18,282
+3,551
| +24% | +$95.4K | ﹤0.01% | 817 |
|
|
2022
Q3 | $367K | Buy |
14,731
+668
| +5% | +$16.6K | ﹤0.01% | 842 |
|
|
2022
Q2 | $461K | Buy |
14,063
+424
| +3% | +$13.9K | ﹤0.01% | 759 |
|
|
2022
Q1 | $495K | Buy |
13,639
+5,468
| +67% | +$198K | ﹤0.01% | 734 |
|
|
2021
Q4 | $308K | Buy |
+8,171
| New | +$308K | ﹤0.01% | 858 |
|
|
2021
Q2 | $161K | Hold |
5,327
| – | – | ﹤0.01% | 971 |
|
|
2021
Q1 | $161K | Hold |
5,327
| – | – | ﹤0.01% | 971 |
|
|
2020
Q4 | $161K | Hold |
5,327
| – | – | ﹤0.01% | 971 |
|
|
2020
Q3 | $161K | Hold |
5,327
| – | – | ﹤0.01% | 971 |
|
|
2020
Q2 | $161K | Hold |
5,327
| – | – | ﹤0.01% | 971 |
|
|
2020
Q1 | $161K | Hold |
5,327
| – | – | ﹤0.01% | 971 |
|
|
2019
Q4 | $161K | Hold |
5,327
| – | – | ﹤0.01% | 971 |
|
|
2019
Q3 | $161K | Hold |
5,327
| – | – | ﹤0.01% | 971 |
|
|
2019
Q2 | $161K | Hold |
5,327
| – | – | ﹤0.01% | 971 |
|
|
2019
Q1 | $161K | Sell |
5,327
-6,819
| -56% | -$206K | ﹤0.01% | 971 |
|
|
2018
Q4 | $249K | Buy |
12,146
+7,418
| +157% | +$152K | 0.01% | 555 |
|
|
2018
Q3 | $122K | Buy |
4,728
+506
| +12% | +$13.1K | ﹤0.01% | 586 |
|
|
2018
Q2 | $96K | Sell |
4,222
-1,335
| -24% | -$30.4K | ﹤0.01% | 524 |
|
|
2018
Q1 | $122K | Buy |
5,557
+424
| +8% | +$9.31K | ﹤0.01% | 422 |
|
|
2017
Q4 | $108K | Sell |
5,133
-894
| -15% | -$18.8K | ﹤0.01% | 418 |
|
|
2017
Q3 | $120K | Buy |
6,027
+269
| +5% | +$5.36K | 0.01% | 390 |
|
|
2017
Q2 | $101K | Sell |
5,758
-661
| -10% | -$11.6K | 0.01% | 381 |
|
|
2017
Q1 | $115K | Buy |
6,419
+20
| +0.3% | +$358 | 0.01% | 351 |
|
|
2016
Q4 | $95K | Sell |
6,399
-2,111
| -25% | -$31.3K | 0.01% | 354 |
|
|
2016
Q3 | $132K | Sell |
8,510
-485
| -5% | -$7.52K | 0.01% | 305 |
|
|
2016
Q2 | $113K | Buy |
8,995
+2,644
| +42% | +$33.2K | 0.01% | 294 |
|
|
2016
Q1 | $78K | Buy |
6,351
+1,337
| +27% | +$16.4K | 0.01% | 299 |
|
|
2015
Q4 | $59K | Buy |
5,014
+462
| +10% | +$5.44K | 0.01% | 303 |
|
|
2015
Q3 | $53K | Buy |
+4,552
| New | +$53K | 0.01% | 280 |
|
|
2014
Q1 | – | Sell |
-7,412
| Closed | -$94K | – | 278 |
|
|
2013
Q4 | $94K | Buy |
7,412
+3,422
| +86% | +$43.4K | 0.01% | 192 |
|
|
2013
Q3 | $38K | Buy |
+3,990
| New | +$38K | 0.01% | 207 |
|