Carson Wealth (CWM LLC)’s Lear LEA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.22M | Buy |
18,340
+6,381
| +53% | +$795K | 0.01% | 1157 |
|
|
2025
Q4 | $1.37M | Sell |
11,959
-487
| -4% | -$52K | ﹤0.01% | 1327 |
|
|
2025
Q3 | $1.25M | Buy |
12,446
+3,667
| +42% | +$381K | ﹤0.01% | 1290 |
|
|
2025
Q2 | $834K | Buy |
8,779
+2,532
| +41% | +$223K | ﹤0.01% | 1341 |
|
|
2025
Q1 | $551K | Buy |
6,247
+5,077
| +434% | +$482K | ﹤0.01% | 1408 |
|
|
2024
Q4 | $111K | Buy |
1,170
+438
| +60% | +$43.6K | ﹤0.01% | 2216 |
|
|
2024
Q3 | $80K | Sell |
732
-421
| -37% | -$47.9K | ﹤0.01% | 2346 |
|
|
2024
Q2 | $132K | Buy |
1,153
+27
| +2% | +$3.46K | ﹤0.01% | 1810 |
|
|
2024
Q1 | $163K | Buy |
1,126
+104
| +10% | +$14.2K | ﹤0.01% | 1609 |
|
|
2023
Q4 | $144K | Sell |
1,022
-46
| -4% | -$6.17K | ﹤0.01% | 1569 |
|
|
2023
Q3 | $143K | Buy |
1,068
+201
| +23% | +$29.1K | ﹤0.01% | 1453 |
|
|
2023
Q2 | $124K | Buy |
867
+179
| +26% | +$23.6K | ﹤0.01% | 1457 |
|
|
2023
Q1 | $96K | Hold |
688
| – | – | ﹤0.01% | 1514 |
|
|
2022
Q4 | $85K | Sell |
688
-228
| -25% | -$30.2K | ﹤0.01% | 1452 |
|
|
2022
Q3 | $110K | Sell |
916
-125
| -12% | -$17.3K | ﹤0.01% | 1298 |
|
|
2022
Q2 | $131K | Buy |
1,041
+349
| +50% | +$46K | ﹤0.01% | 1207 |
|
|
2022
Q1 | $99K | Buy |
692
+234
| +51% | +$38K | ﹤0.01% | 1328 |
|
|
2021
Q4 | $84K | Buy |
+458
| New | +$80.4K | ﹤0.01% | 1372 |
|
|
2021
Q2 | $52K | Hold |
298
| – | – | ﹤0.01% | 1387 |
|
|
2021
Q1 | $52K | Hold |
298
| – | – | ﹤0.01% | 1387 |
|
|
2020
Q4 | $52K | Hold |
298
| – | – | ﹤0.01% | 1387 |
|
|
2020
Q3 | $52K | Hold |
298
| – | – | ﹤0.01% | 1387 |
|
|
2020
Q2 | $52K | Hold |
298
| – | – | ﹤0.01% | 1387 |
|
|
2020
Q1 | $52K | Hold |
298
| – | – | ﹤0.01% | 1387 |
|
|
2019
Q4 | $52K | Hold |
298
| – | – | ﹤0.01% | 1387 |
|
|
2019
Q3 | $52K | Hold |
298
| – | – | ﹤0.01% | 1387 |
|
|
2019
Q2 | $52K | Hold |
298
| – | – | ﹤0.01% | 1387 |
|
|
2019
Q1 | $52K | Buy |
298
+283
| +1,887% | +$41.5K | ﹤0.01% | 1387 |
|
|
2018
Q4 | $2K | Sell |
15
-24
| -62% | -$3.21K | ﹤0.01% | 1765 |
|
|
2018
Q3 | $6K | Sell |
39
-46
| -54% | -$7.88K | ﹤0.01% | 1291 |
|
|
2018
Q2 | $16K | Hold |
85
| – | – | ﹤0.01% | 886 |
|
|
2018
Q1 | $16K | Buy |
85
+25
| +42% | +$4.71K | ﹤0.01% | 752 |
|
|
2017
Q4 | $11K | Hold |
60
| – | – | ﹤0.01% | 856 |
|
|
2017
Q3 | $10K | Hold |
60
| – | – | ﹤0.01% | 891 |
|
|
2017
Q2 | $9K | Buy |
+60
| New | +$8.5K | ﹤0.01% | 794 |
|
|
2014
Q1 | – | Sell |
-129
| Closed | -$10K | – | 335 |
|
|
2013
Q4 | $10K | Hold |
129
| – | – | ﹤0.01% | 445 |
|
|
2013
Q3 | $9K | Buy |
+129
| New | +$8.88K | ﹤0.01% | 327 |
|
Other funds holding LEA
VPM
VCM
GA
