Carson Wealth (CWM LLC)’s M/I Homes MHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Buy |
2,706
+1,422
| +111% | +$159K | ﹤0.01% | 1859 |
|
|
2025
Q1 | $147K | Buy |
1,284
+551
| +75% | +$63.1K | ﹤0.01% | 2114 |
|
|
2024
Q4 | $97K | Sell |
733
-110
| -13% | -$14.6K | ﹤0.01% | 2297 |
|
|
2024
Q3 | $144K | Buy |
843
+336
| +66% | +$57.4K | ﹤0.01% | 1950 |
|
|
2024
Q2 | $62K | Buy |
507
+329
| +185% | +$40.2K | ﹤0.01% | 2311 |
|
|
2024
Q1 | $24K | Buy |
178
+39
| +28% | +$5.26K | ﹤0.01% | 2776 |
|
|
2023
Q4 | $19K | Sell |
139
-83
| -37% | -$11.3K | ﹤0.01% | 2801 |
|
|
2023
Q3 | $19K | Hold |
222
| – | – | ﹤0.01% | 2714 |
|
|
2023
Q2 | $19K | Buy |
222
+112
| +102% | +$9.59K | ﹤0.01% | 2679 |
|
|
2023
Q1 | $7K | Buy |
110
+18
| +20% | +$1.15K | ﹤0.01% | 3144 |
|
|
2022
Q4 | $4K | Buy |
92
+20
| +28% | +$870 | ﹤0.01% | 3304 |
|
|
2022
Q3 | $3K | Sell |
72
-119
| -62% | -$4.96K | ﹤0.01% | 3321 |
|
|
2022
Q2 | $8K | Buy |
191
+21
| +12% | +$880 | ﹤0.01% | 2707 |
|
|
2022
Q1 | $8K | Sell |
170
-23
| -12% | -$1.08K | ﹤0.01% | 2618 |
|
|
2021
Q4 | $12K | Buy |
+193
| New | +$12K | ﹤0.01% | 2247 |
|