Carson Wealth (CWM LLC)’s Heritage Commerce HTBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Buy |
20,287
+6,896
| +51% | +$68.3K | ﹤0.01% | 2164 |
|
|
2025
Q1 | $127K | Buy |
13,391
+222
| +2% | +$2.11K | ﹤0.01% | 2228 |
|
|
2024
Q4 | $124K | Sell |
13,169
-1,367
| -9% | -$12.9K | ﹤0.01% | 2140 |
|
|
2024
Q3 | $144K | Buy |
14,536
+4,600
| +46% | +$45.6K | ﹤0.01% | 1949 |
|
|
2024
Q2 | $86K | Buy |
9,936
+5,929
| +148% | +$51.3K | ﹤0.01% | 2069 |
|
|
2024
Q1 | $34K | Buy |
4,007
+2,796
| +231% | +$23.7K | ﹤0.01% | 2555 |
|
|
2023
Q4 | $12K | Buy |
1,211
+364
| +43% | +$3.61K | ﹤0.01% | 3077 |
|
|
2023
Q3 | $7K | Buy |
847
+65
| +8% | +$537 | ﹤0.01% | 3296 |
|
|
2023
Q2 | $6K | Buy |
782
+727
| +1,322% | +$5.58K | ﹤0.01% | 3346 |
|
|
2023
Q1 | $0 | Sell |
55
-152
| -73% | – | ﹤0.01% | 4163 |
|
|
2022
Q4 | $3K | Hold |
207
| – | – | ﹤0.01% | 3412 |
|
|
2022
Q3 | $2K | Buy |
+207
| New | +$2K | ﹤0.01% | 3464 |
|