Carson Wealth (CWM LLC)’s El Pollo Loco LOCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47K | Buy |
4,229
+1,008
| +31% | +$11.2K | ﹤0.01% | 3327 |
|
|
2025
Q1 | $33K | Sell |
3,221
-408
| -11% | -$4.18K | ﹤0.01% | 3313 |
|
|
2024
Q4 | $42K | Sell |
3,629
-575
| -14% | -$6.66K | ﹤0.01% | 2929 |
|
|
2024
Q3 | $58K | Buy |
4,204
+396
| +10% | +$5.46K | ﹤0.01% | 2576 |
|
|
2024
Q2 | $43K | Buy |
3,808
+969
| +34% | +$10.9K | ﹤0.01% | 2583 |
|
|
2024
Q1 | $28K | Buy |
2,839
+268
| +10% | +$2.64K | ﹤0.01% | 2674 |
|
|
2023
Q4 | $23K | Buy |
2,571
+2,182
| +561% | +$19.5K | ﹤0.01% | 2688 |
|
|
2023
Q3 | $3K | Buy |
389
+299
| +332% | +$2.31K | ﹤0.01% | 3680 |
|
|
2023
Q2 | $1K | Buy |
90
+10
| +13% | +$111 | ﹤0.01% | 3983 |
|
|
2023
Q1 | $1K | Hold |
80
| – | – | ﹤0.01% | 3854 |
|
|
2022
Q4 | $1K | Hold |
80
| – | – | ﹤0.01% | 3770 |
|
|
2022
Q3 | $1K | Buy |
80
+36
| +82% | +$450 | ﹤0.01% | 3677 |
|
|
2022
Q2 | $0 | Buy |
44
+15
| +52% | – | ﹤0.01% | 3947 |
|
|
2022
Q1 | $0 | Hold |
29
| – | – | ﹤0.01% | 3699 |
|
|
2021
Q4 | $0 | Buy |
+29
| New | – | ﹤0.01% | 3563 |
|