Carson Wealth (CWM LLC)’s Hanover Insurance THG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.29M | Buy |
13,504
+1,145
| +9% | +$195K | 0.01% | 901 |
|
|
2025
Q1 | $2.15M | Sell |
12,359
-332
| -3% | -$57.8K | 0.01% | 804 |
|
|
2024
Q4 | $1.96M | Buy |
12,691
+1,587
| +14% | +$245K | 0.01% | 789 |
|
|
2024
Q3 | $1.65M | Buy |
11,104
+1,435
| +15% | +$213K | 0.01% | 787 |
|
|
2024
Q2 | $1.21M | Buy |
9,669
+658
| +7% | +$82.5K | 0.01% | 805 |
|
|
2024
Q1 | $1.23M | Sell |
9,011
-355
| -4% | -$48.3K | 0.01% | 783 |
|
|
2023
Q4 | $1.14M | Sell |
9,366
-966
| -9% | -$117K | 0.01% | 751 |
|
|
2023
Q3 | $1.15M | Buy |
10,332
+1,017
| +11% | +$113K | 0.01% | 688 |
|
|
2023
Q2 | $1.05M | Sell |
9,315
-298
| -3% | -$33.7K | 0.01% | 699 |
|
|
2023
Q1 | $1.24M | Buy |
9,613
+336
| +4% | +$43.2K | 0.01% | 593 |
|
|
2022
Q4 | $1.25M | Buy |
9,277
+47
| +0.5% | +$6.35K | 0.01% | 548 |
|
|
2022
Q3 | $1.18M | Sell |
9,230
-130
| -1% | -$16.7K | 0.01% | 514 |
|
|
2022
Q2 | $1.37M | Sell |
9,360
-421
| -4% | -$61.6K | 0.01% | 480 |
|
|
2022
Q1 | $1.46M | Buy |
9,781
+9,451
| +2,864% | +$1.41M | 0.01% | 469 |
|
|
2021
Q4 | $43K | Buy |
+330
| New | +$43K | ﹤0.01% | 1640 |
|
|
2021
Q2 | $43K | Hold |
319
| – | – | ﹤0.01% | 1455 |
|
|
2021
Q1 | $43K | Hold |
319
| – | – | ﹤0.01% | 1455 |
|
|
2020
Q4 | $43K | Hold |
319
| – | – | ﹤0.01% | 1455 |
|
|
2020
Q3 | $43K | Hold |
319
| – | – | ﹤0.01% | 1455 |
|
|
2020
Q2 | $43K | Hold |
319
| – | – | ﹤0.01% | 1455 |
|
|
2020
Q1 | $43K | Hold |
319
| – | – | ﹤0.01% | 1455 |
|
|
2019
Q4 | $43K | Hold |
319
| – | – | ﹤0.01% | 1455 |
|
|
2019
Q3 | $43K | Hold |
319
| – | – | ﹤0.01% | 1455 |
|
|
2019
Q2 | $43K | Hold |
319
| – | – | ﹤0.01% | 1455 |
|
|
2019
Q1 | $43K | Buy |
319
+311
| +3,888% | +$41.9K | ﹤0.01% | 1455 |
|
|
2018
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 1989 |
|
|
2018
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 1749 |
|
|
2018
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 1598 |
|
|
2018
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 1333 |
|
|
2017
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 1399 |
|
|
2017
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 1419 |
|
|
2017
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 1141 |
|
|
2017
Q1 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 1108 |
|
|
2016
Q4 | – | Sell |
-100
| Closed | -$8K | – | 1180 |
|
|
2016
Q3 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 751 |
|