Carson Wealth (CWM LLC)’s RH RH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32K | Sell |
170
-213
| -56% | -$40.1K | ﹤0.01% | 3617 |
|
|
2025
Q1 | $90K | Sell |
383
-121
| -24% | -$28.4K | ﹤0.01% | 2504 |
|
|
2024
Q4 | $198K | Buy |
504
+36
| +8% | +$14.1K | ﹤0.01% | 1827 |
|
|
2024
Q3 | $157K | Buy |
468
+150
| +47% | +$50.3K | ﹤0.01% | 1891 |
|
|
2024
Q2 | $78K | Buy |
318
+28
| +10% | +$6.87K | ﹤0.01% | 2156 |
|
|
2024
Q1 | $101K | Buy |
290
+14
| +5% | +$4.88K | ﹤0.01% | 1878 |
|
|
2023
Q4 | $80K | Sell |
276
-62
| -18% | -$18K | ﹤0.01% | 1888 |
|
|
2023
Q3 | $89K | Buy |
338
+5
| +2% | +$1.32K | ﹤0.01% | 1709 |
|
|
2023
Q2 | $110K | Buy |
333
+39
| +13% | +$12.9K | ﹤0.01% | 1519 |
|
|
2023
Q1 | $72K | Sell |
294
-24
| -8% | -$5.88K | ﹤0.01% | 1669 |
|
|
2022
Q4 | $85K | Sell |
318
-57
| -15% | -$15.2K | ﹤0.01% | 1452 |
|
|
2022
Q3 | $92K | Buy |
375
+115
| +44% | +$28.2K | ﹤0.01% | 1375 |
|
|
2022
Q2 | $55K | Sell |
260
-224
| -46% | -$47.4K | ﹤0.01% | 1589 |
|
|
2022
Q1 | $158K | Buy |
484
+403
| +498% | +$132K | ﹤0.01% | 1141 |
|
|
2021
Q4 | $43K | Buy |
+81
| New | +$43K | ﹤0.01% | 1639 |
|
|
2021
Q2 | $12K | Hold |
18
| – | – | ﹤0.01% | 2024 |
|
|
2021
Q1 | $12K | Hold |
18
| – | – | ﹤0.01% | 2024 |
|
|
2020
Q4 | $12K | Hold |
18
| – | – | ﹤0.01% | 2024 |
|
|
2020
Q3 | $12K | Hold |
18
| – | – | ﹤0.01% | 2024 |
|
|
2020
Q2 | $12K | Hold |
18
| – | – | ﹤0.01% | 2024 |
|
|
2020
Q1 | $12K | Hold |
18
| – | – | ﹤0.01% | 2024 |
|
|
2019
Q4 | $12K | Hold |
18
| – | – | ﹤0.01% | 2024 |
|
|
2019
Q3 | $12K | Hold |
18
| – | – | ﹤0.01% | 2024 |
|
|
2019
Q2 | $12K | Hold |
18
| – | – | ﹤0.01% | 2024 |
|
|
2019
Q1 | $12K | Buy |
+18
| New | +$12K | ﹤0.01% | 2024 |
|