Carson Wealth (CWM LLC)’s HomeTrust Bancshares, Inc. HTB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $73K | Buy |
1,959
+643
| +49% | +$24K | ﹤0.01% | 2984 |
|
2025
Q1 | $45K | Buy |
1,316
+402
| +44% | +$13.7K | ﹤0.01% | 3070 |
|
2024
Q4 | $31K | Buy |
914
+95
| +12% | +$3.22K | ﹤0.01% | 3157 |
|
2024
Q3 | $28K | Buy |
819
+435
| +113% | +$14.9K | ﹤0.01% | 3160 |
|
2024
Q2 | $12K | Buy |
384
+377
| +5,386% | +$11.8K | ﹤0.01% | 3459 |
|
2024
Q1 | $0 | Buy |
+7
| New | – | ﹤0.01% | 4806 |
|
2022
Q3 | – | Sell |
-6
| Closed | – | – | 4208 |
|
2022
Q2 | $0 | Buy |
+6
| New | – | ﹤0.01% | 4111 |
|