Carson Wealth (CWM LLC)’s La-Z-Boy LZB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$698K Sell
2025
Q2
$795K Sell
2025
Q1
$871K Sell
2024
Q4
$1.1M Sell
2024
Q3
$1.16M Sell
2024
Q2
$1.06M Sell
2024
Q1
$1.21M Sell
2023
Q4
$1.33M Sell
2023
Q3
$1.22M Sell
2023
Q2
$1.23M Sell
2023
Q1
$1.33M Buy
2022
Q4
$1.04M Buy
2022
Q3
$954K Buy
2022
Q2
$975K Buy
2022
Q1
$1.05M Sell
2021
Q4
$1.56M Buy
2021
Q2
$1.65M Hold
2021
Q1
$1.65M Hold
2020
Q4
$1.65M Hold
2020
Q3
$1.65M Hold
2020
Q2
$1.65M Hold
2020
Q1
$1.65M Hold
2019
Q4
$1.65M Hold
2019
Q3
$1.65M Hold
2019
Q2
$1.65M Hold
2019
Q1
$1.65M Buy