Carson Wealth (CWM LLC)’s Janus Henderson JHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86M | Buy |
47,935
+24,040
| +101% | +$934K | 0.01% | 980 |
|
|
2025
Q1 | $864K | Buy |
23,895
+3,875
| +19% | +$140K | ﹤0.01% | 1211 |
|
|
2024
Q4 | $851K | Buy |
20,020
+15,536
| +346% | +$660K | ﹤0.01% | 1168 |
|
|
2024
Q3 | $171K | Buy |
4,484
+2,748
| +158% | +$105K | ﹤0.01% | 1840 |
|
|
2024
Q2 | $59K | Buy |
1,736
+137
| +9% | +$4.66K | ﹤0.01% | 2352 |
|
|
2024
Q1 | $53K | Buy |
1,599
+24
| +2% | +$795 | ﹤0.01% | 2256 |
|
|
2023
Q4 | $47K | Buy |
1,575
+58
| +4% | +$1.73K | ﹤0.01% | 2215 |
|
|
2023
Q3 | $39K | Sell |
1,517
-2,000
| -57% | -$51.4K | ﹤0.01% | 2222 |
|
|
2023
Q2 | $96K | Sell |
3,517
-28
| -0.8% | -$764 | ﹤0.01% | 1590 |
|
|
2023
Q1 | $94K | Buy |
3,545
+6
| +0.2% | +$159 | ﹤0.01% | 1518 |
|
|
2022
Q4 | $83K | Sell |
3,539
-128
| -3% | -$3K | ﹤0.01% | 1464 |
|
|
2022
Q3 | $74K | Buy |
3,667
+161
| +5% | +$3.25K | ﹤0.01% | 1476 |
|
|
2022
Q2 | $82K | Buy |
3,506
+4
| +0.1% | +$94 | ﹤0.01% | 1392 |
|
|
2022
Q1 | $123K | Sell |
3,502
-902
| -20% | -$31.7K | ﹤0.01% | 1247 |
|
|
2021
Q4 | $185K | Buy |
+4,404
| New | +$185K | ﹤0.01% | 1057 |
|
|
2021
Q2 | $173K | Hold |
4,450
| – | – | ﹤0.01% | 949 |
|
|
2021
Q1 | $173K | Hold |
4,450
| – | – | ﹤0.01% | 949 |
|
|
2020
Q4 | $173K | Hold |
4,450
| – | – | ﹤0.01% | 949 |
|
|
2020
Q3 | $173K | Hold |
4,450
| – | – | ﹤0.01% | 949 |
|
|
2020
Q2 | $173K | Hold |
4,450
| – | – | ﹤0.01% | 949 |
|
|
2020
Q1 | $173K | Hold |
4,450
| – | – | ﹤0.01% | 949 |
|
|
2019
Q4 | $173K | Hold |
4,450
| – | – | ﹤0.01% | 949 |
|
|
2019
Q3 | $173K | Hold |
4,450
| – | – | ﹤0.01% | 949 |
|
|
2019
Q2 | $173K | Hold |
4,450
| – | – | ﹤0.01% | 949 |
|
|
2019
Q1 | $173K | Buy |
+4,450
| New | +$173K | ﹤0.01% | 949 |
|
|
2018
Q4 | – | Sell |
-14
| Closed | – | – | 2171 |
|
|
2018
Q3 | $0 | Hold |
14
| – | – | ﹤0.01% | 1916 |
|
|
2018
Q2 | $0 | Sell |
14
-50
| -78% | – | ﹤0.01% | 1726 |
|
|
2018
Q1 | $2K | Hold |
64
| – | – | ﹤0.01% | 1181 |
|
|
2017
Q4 | $2K | Sell |
64
-29
| -31% | -$906 | ﹤0.01% | 1278 |
|
|
2017
Q3 | $3K | Hold |
93
| – | – | ﹤0.01% | 1206 |
|
|
2017
Q2 | $3K | Buy |
+93
| New | +$3K | ﹤0.01% | 960 |
|