Carson Wealth (CWM LLC)’s Lear LEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $834K | Buy |
8,779
+2,532
| +41% | +$241K | ﹤0.01% | 1340 |
|
|
2025
Q1 | $551K | Buy |
6,247
+5,077
| +434% | +$448K | ﹤0.01% | 1406 |
|
|
2024
Q4 | $111K | Buy |
1,170
+438
| +60% | +$41.6K | ﹤0.01% | 2214 |
|
|
2024
Q3 | $80K | Sell |
732
-421
| -37% | -$46K | ﹤0.01% | 2344 |
|
|
2024
Q2 | $132K | Buy |
1,153
+27
| +2% | +$3.09K | ﹤0.01% | 1808 |
|
|
2024
Q1 | $163K | Buy |
1,126
+104
| +10% | +$15.1K | ﹤0.01% | 1607 |
|
|
2023
Q4 | $144K | Sell |
1,022
-46
| -4% | -$6.48K | ﹤0.01% | 1567 |
|
|
2023
Q3 | $143K | Buy |
1,068
+201
| +23% | +$26.9K | ﹤0.01% | 1452 |
|
|
2023
Q2 | $124K | Buy |
867
+179
| +26% | +$25.6K | ﹤0.01% | 1455 |
|
|
2023
Q1 | $96K | Hold |
688
| – | – | ﹤0.01% | 1511 |
|
|
2022
Q4 | $85K | Sell |
688
-228
| -25% | -$28.2K | ﹤0.01% | 1450 |
|
|
2022
Q3 | $110K | Sell |
916
-125
| -12% | -$15K | ﹤0.01% | 1296 |
|
|
2022
Q2 | $131K | Buy |
1,041
+349
| +50% | +$43.9K | ﹤0.01% | 1205 |
|
|
2022
Q1 | $99K | Buy |
692
+234
| +51% | +$33.5K | ﹤0.01% | 1326 |
|
|
2021
Q4 | $84K | Buy |
+458
| New | +$84K | ﹤0.01% | 1370 |
|
|
2021
Q2 | $52K | Hold |
298
| – | – | ﹤0.01% | 1385 |
|
|
2021
Q1 | $52K | Hold |
298
| – | – | ﹤0.01% | 1385 |
|
|
2020
Q4 | $52K | Hold |
298
| – | – | ﹤0.01% | 1385 |
|
|
2020
Q3 | $52K | Hold |
298
| – | – | ﹤0.01% | 1385 |
|
|
2020
Q2 | $52K | Hold |
298
| – | – | ﹤0.01% | 1385 |
|
|
2020
Q1 | $52K | Hold |
298
| – | – | ﹤0.01% | 1385 |
|
|
2019
Q4 | $52K | Hold |
298
| – | – | ﹤0.01% | 1385 |
|
|
2019
Q3 | $52K | Hold |
298
| – | – | ﹤0.01% | 1385 |
|
|
2019
Q2 | $52K | Hold |
298
| – | – | ﹤0.01% | 1385 |
|
|
2019
Q1 | $52K | Buy |
298
+283
| +1,887% | +$49.4K | ﹤0.01% | 1385 |
|
|
2018
Q4 | $2K | Sell |
15
-24
| -62% | -$3.2K | ﹤0.01% | 1759 |
|
|
2018
Q3 | $6K | Sell |
39
-46
| -54% | -$7.08K | ﹤0.01% | 1288 |
|
|
2018
Q2 | $16K | Hold |
85
| – | – | ﹤0.01% | 882 |
|
|
2018
Q1 | $16K | Buy |
85
+25
| +42% | +$4.71K | ﹤0.01% | 751 |
|
|
2017
Q4 | $11K | Hold |
60
| – | – | ﹤0.01% | 855 |
|
|
2017
Q3 | $10K | Hold |
60
| – | – | ﹤0.01% | 890 |
|
|
2017
Q2 | $9K | Buy |
+60
| New | +$9K | ﹤0.01% | 793 |
|
|
2014
Q1 | – | Sell |
-129
| Closed | -$10K | – | 306 |
|
|
2013
Q4 | $10K | Hold |
129
| – | – | ﹤0.01% | 408 |
|
|
2013
Q3 | $9K | Buy |
+129
| New | +$9K | ﹤0.01% | 327 |
|