Carson Wealth (CWM LLC)’s Heartland Express HTLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $143K | Buy |
16,579
+11,872
| +252% | +$102K | ﹤0.01% | 2432 |
|
|
2025
Q1 | $43K | Sell |
4,707
-186
| -4% | -$1.7K | ﹤0.01% | 3095 |
|
|
2024
Q4 | $55K | Sell |
4,893
-176
| -3% | -$1.98K | ﹤0.01% | 2726 |
|
|
2024
Q3 | $62K | Buy |
5,069
+2,340
| +86% | +$28.6K | ﹤0.01% | 2533 |
|
|
2024
Q2 | $34K | Buy |
2,729
+1,984
| +266% | +$24.7K | ﹤0.01% | 2752 |
|
|
2024
Q1 | $9K | Sell |
745
-1,427
| -66% | -$17.2K | ﹤0.01% | 3395 |
|
|
2023
Q4 | $31K | Sell |
2,172
-1,038
| -32% | -$14.8K | ﹤0.01% | 2488 |
|
|
2023
Q3 | $47K | Sell |
3,210
-1,030
| -24% | -$15.1K | ﹤0.01% | 2102 |
|
|
2023
Q2 | $70K | Buy |
4,240
+517
| +14% | +$8.54K | ﹤0.01% | 1768 |
|
|
2023
Q1 | $59K | Buy |
3,723
+450
| +14% | +$7.13K | ﹤0.01% | 1772 |
|
|
2022
Q4 | $50K | Buy |
3,273
+510
| +18% | +$7.79K | ﹤0.01% | 1731 |
|
|
2022
Q3 | $40K | Buy |
2,763
+150
| +6% | +$2.17K | ﹤0.01% | 1768 |
|
|
2022
Q2 | $36K | Buy |
2,613
+754
| +41% | +$10.4K | ﹤0.01% | 1779 |
|
|
2022
Q1 | $26K | Buy |
1,859
+1,112
| +149% | +$15.6K | ﹤0.01% | 1916 |
|
|
2021
Q4 | $13K | Buy |
+747
| New | +$13K | ﹤0.01% | 2199 |
|
|
2019
Q1 | – | Sell |
-701
| Closed | -$13K | – | 3049 |
|
|
2018
Q4 | $13K | Hold |
701
| – | – | ﹤0.01% | 1243 |
|
|
2018
Q3 | $14K | Buy |
701
+655
| +1,424% | +$13.1K | ﹤0.01% | 1052 |
|
|
2018
Q2 | $1K | Hold |
46
| – | – | ﹤0.01% | 1524 |
|
|
2018
Q1 | $1K | Hold |
46
| – | – | ﹤0.01% | 1276 |
|
|
2017
Q4 | $1K | Buy |
+46
| New | +$1K | ﹤0.01% | 1356 |
|