Carson Wealth (CWM LLC)’s ACI Worldwide ACIW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $198K | Sell |
4,312
-178
| -4% | -$8.17K | ﹤0.01% | 2173 |
|
|
2025
Q1 | $246K | Buy |
4,490
+825
| +23% | +$45.2K | ﹤0.01% | 1787 |
|
|
2024
Q4 | $190K | Buy |
3,665
+511
| +16% | +$26.5K | ﹤0.01% | 1847 |
|
|
2024
Q3 | $161K | Buy |
3,154
+1,832
| +139% | +$93.5K | ﹤0.01% | 1873 |
|
|
2024
Q2 | $52K | Buy |
1,322
+1,143
| +639% | +$45K | ﹤0.01% | 2445 |
|
|
2024
Q1 | $6K | Buy |
179
+132
| +281% | +$4.43K | ﹤0.01% | 3550 |
|
|
2023
Q4 | $1K | Sell |
47
-342
| -88% | -$7.28K | ﹤0.01% | 3874 |
|
|
2023
Q3 | $9K | Hold |
389
| – | – | ﹤0.01% | 3156 |
|
|
2023
Q2 | $9K | Sell |
389
-1
| -0.3% | -$23 | ﹤0.01% | 3116 |
|
|
2023
Q1 | $11K | Sell |
390
-633
| -62% | -$17.9K | ﹤0.01% | 2870 |
|
|
2022
Q4 | $24K | Buy |
1,023
+279
| +38% | +$6.55K | ﹤0.01% | 2225 |
|
|
2022
Q3 | $16K | Buy |
744
+667
| +866% | +$14.3K | ﹤0.01% | 2355 |
|
|
2022
Q2 | $2K | Buy |
+77
| New | +$2K | ﹤0.01% | 3280 |
|
|
2022
Q1 | – | Sell |
-49
| Closed | -$2K | – | 3469 |
|
|
2021
Q4 | $2K | Buy |
+49
| New | +$2K | ﹤0.01% | 3066 |
|
|
2021
Q2 | $2K | Hold |
49
| – | – | ﹤0.01% | 2581 |
|
|
2021
Q1 | $2K | Hold |
49
| – | – | ﹤0.01% | 2581 |
|
|
2020
Q4 | $2K | Hold |
49
| – | – | ﹤0.01% | 2581 |
|
|
2020
Q3 | $2K | Hold |
49
| – | – | ﹤0.01% | 2581 |
|
|
2020
Q2 | $2K | Hold |
49
| – | – | ﹤0.01% | 2581 |
|
|
2020
Q1 | $2K | Hold |
49
| – | – | ﹤0.01% | 2581 |
|
|
2019
Q4 | $2K | Hold |
49
| – | – | ﹤0.01% | 2581 |
|
|
2019
Q3 | $2K | Hold |
49
| – | – | ﹤0.01% | 2581 |
|
|
2019
Q2 | $2K | Hold |
49
| – | – | ﹤0.01% | 2581 |
|
|
2019
Q1 | $2K | Buy |
+49
| New | +$2K | ﹤0.01% | 2581 |
|