Carson Wealth (CWM LLC)’s La-Z-Boy LZB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $795K | Sell |
21,391
-880
| -4% | -$32.7K | ﹤0.01% | 1373 |
|
|
2025
Q1 | $871K | Sell |
22,271
-3,062
| -12% | -$120K | ﹤0.01% | 1205 |
|
|
2024
Q4 | $1.1M | Sell |
25,333
-1,626
| -6% | -$70.9K | ﹤0.01% | 1028 |
|
|
2024
Q3 | $1.16M | Sell |
26,959
-1,474
| -5% | -$63.3K | 0.01% | 941 |
|
|
2024
Q2 | $1.06M | Sell |
28,433
-3,743
| -12% | -$140K | 0.01% | 859 |
|
|
2024
Q1 | $1.21M | Sell |
32,176
-3,784
| -11% | -$142K | 0.01% | 787 |
|
|
2023
Q4 | $1.33M | Sell |
35,960
-3,685
| -9% | -$136K | 0.01% | 694 |
|
|
2023
Q3 | $1.22M | Sell |
39,645
-3,390
| -8% | -$105K | 0.01% | 666 |
|
|
2023
Q2 | $1.23M | Sell |
43,035
-2,881
| -6% | -$82.5K | 0.01% | 633 |
|
|
2023
Q1 | $1.34M | Buy |
45,916
+461
| +1% | +$13.4K | 0.01% | 571 |
|
|
2022
Q4 | $1.04M | Buy |
45,455
+3,186
| +8% | +$72.7K | 0.01% | 602 |
|
|
2022
Q3 | $954K | Buy |
42,269
+1,144
| +3% | +$25.8K | 0.01% | 574 |
|
|
2022
Q2 | $975K | Buy |
41,125
+1,379
| +3% | +$32.7K | 0.01% | 567 |
|
|
2022
Q1 | $1.05M | Sell |
39,746
-3,356
| -8% | -$88.5K | 0.01% | 550 |
|
|
2021
Q4 | $1.57M | Buy |
+43,102
| New | +$1.57M | 0.01% | 488 |
|
|
2021
Q2 | $1.65M | Hold |
44,574
| – | – | 0.01% | 482 |
|
|
2021
Q1 | $1.65M | Hold |
44,574
| – | – | 0.01% | 482 |
|
|
2020
Q4 | $1.65M | Hold |
44,574
| – | – | 0.01% | 482 |
|
|
2020
Q3 | $1.65M | Hold |
44,574
| – | – | 0.01% | 482 |
|
|
2020
Q2 | $1.65M | Hold |
44,574
| – | – | 0.01% | 482 |
|
|
2020
Q1 | $1.65M | Hold |
44,574
| – | – | 0.01% | 482 |
|
|
2019
Q4 | $1.65M | Hold |
44,574
| – | – | 0.01% | 482 |
|
|
2019
Q3 | $1.65M | Hold |
44,574
| – | – | 0.01% | 482 |
|
|
2019
Q2 | $1.65M | Hold |
44,574
| – | – | 0.01% | 482 |
|
|
2019
Q1 | $1.65M | Buy |
+44,574
| New | +$1.65M | 0.01% | 482 |
|