Carson Wealth (CWM LLC)’s Heritage Insurance Holdings HRTG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $359K | Buy |
14,404
+4,453
| +45% | +$111K | ﹤0.01% | 1756 |
|
|
2025
Q1 | $143K | Buy |
9,951
+4,535
| +84% | +$65.2K | ﹤0.01% | 2135 |
|
|
2024
Q4 | $66K | Buy |
5,416
+909
| +20% | +$11.1K | ﹤0.01% | 2585 |
|
|
2024
Q3 | $55K | Buy |
+4,507
| New | +$55K | ﹤0.01% | 2615 |
|
|
2022
Q2 | – | Sell |
-1,851
| Closed | -$13K | – | 3902 |
|
|
2022
Q1 | $13K | Buy |
1,851
+1,092
| +144% | +$7.67K | ﹤0.01% | 2321 |
|
|
2021
Q4 | $4K | Buy |
+759
| New | +$4K | ﹤0.01% | 2825 |
|