Carson Wealth (CWM LLC)’s Li Auto LI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36K | Sell |
1,334
-51
| -4% | -$1.38K | ﹤0.01% | 3508 |
|
|
2025
Q1 | $35K | Sell |
1,385
-21
| -1% | -$531 | ﹤0.01% | 3259 |
|
|
2024
Q4 | $34K | Buy |
1,406
+152
| +12% | +$3.68K | ﹤0.01% | 3082 |
|
|
2024
Q3 | $32K | Sell |
1,254
-214
| -15% | -$5.46K | ﹤0.01% | 3051 |
|
|
2024
Q2 | $26K | Sell |
1,468
-498
| -25% | -$8.82K | ﹤0.01% | 2941 |
|
|
2024
Q1 | $60K | Buy |
1,966
+168
| +9% | +$5.13K | ﹤0.01% | 2178 |
|
|
2023
Q4 | $67K | Sell |
1,798
-14
| -0.8% | -$522 | ﹤0.01% | 2004 |
|
|
2023
Q3 | $65K | Buy |
1,812
+676
| +60% | +$24.2K | ﹤0.01% | 1908 |
|
|
2023
Q2 | $40K | Buy |
1,136
+252
| +29% | +$8.87K | ﹤0.01% | 2134 |
|
|
2023
Q1 | $22K | Buy |
884
+320
| +57% | +$7.96K | ﹤0.01% | 2432 |
|
|
2022
Q4 | $12K | Buy |
564
+176
| +45% | +$3.75K | ﹤0.01% | 2699 |
|
|
2022
Q3 | $9K | Buy |
388
+16
| +4% | +$371 | ﹤0.01% | 2753 |
|
|
2022
Q2 | $14K | Sell |
372
-125
| -25% | -$4.7K | ﹤0.01% | 2370 |
|
|
2022
Q1 | $13K | Buy |
497
+80
| +19% | +$2.09K | ﹤0.01% | 2324 |
|
|
2021
Q4 | $13K | Buy |
+417
| New | +$13K | ﹤0.01% | 2204 |
|
|
2021
Q2 | $37K | Hold |
1,063
| – | – | ﹤0.01% | 1527 |
|
|
2021
Q1 | $37K | Hold |
1,063
| – | – | ﹤0.01% | 1527 |
|
|
2020
Q4 | $37K | Hold |
1,063
| – | – | ﹤0.01% | 1527 |
|
|
2020
Q3 | $37K | Hold |
1,063
| – | – | ﹤0.01% | 1527 |
|
|
2020
Q2 | $37K | Hold |
1,063
| – | – | ﹤0.01% | 1527 |
|
|
2020
Q1 | $37K | Hold |
1,063
| – | – | ﹤0.01% | 1527 |
|
|
2019
Q4 | $37K | Hold |
1,063
| – | – | ﹤0.01% | 1527 |
|
|
2019
Q3 | $37K | Hold |
1,063
| – | – | ﹤0.01% | 1527 |
|
|
2019
Q2 | $37K | Hold |
1,063
| – | – | ﹤0.01% | 1527 |
|
|
2019
Q1 | $37K | Buy |
+1,063
| New | +$37K | ﹤0.01% | 1527 |
|