Carson Wealth (CWM LLC)’s Acacia Research ACTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8K | Buy |
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|
2025
Q2 | $4K | Sell |
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|
2025
Q1 | $4K | Buy |
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|
2024
Q4 | $5K | Buy |
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|
2024
Q3 | $5K | Sell |
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|
2024
Q2 | $32K | Buy |
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|
2024
Q1 | $34K | Sell |
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|
2023
Q4 | $32K | Sell |
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|
2023
Q3 | $36K | Hold |
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|
2023
Q2 | $41K | Sell |
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|
2023
Q1 | $486K | Sell |
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|
2022
Q4 | $2.82M | Hold |
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|
2022
Q3 | $2.71M | Hold |
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|
2022
Q2 | $3.38M | Hold |
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|
2022
Q1 | $3.02M | Hold |
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|
2021
Q4 | $3.44M | Buy |
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|
2021
Q2 | $4.53M | Hold |
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|
2021
Q1 | $4.53M | Hold |
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|
2020
Q4 | $4.53M | Hold |
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|
2020
Q3 | $4.53M | Hold |
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|
2020
Q2 | $4.53M | Hold |
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|
2020
Q1 | $4.53M | Hold |
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|
2019
Q4 | $4.53M | Hold |
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|
2019
Q3 | $4.53M | Hold |
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|
2019
Q2 | $4.53M | Hold |
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|
2019
Q1 | $4.53M | Sell |
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|
2018
Q4 | $4.08M | Sell |
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|
2018
Q3 | $4.44M | Sell |
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|
2018
Q2 | $5.76M | Sell |
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|
2018
Q1 | $4.9M | Sell |
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|
2017
Q4 | $7.83M | Sell |
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|
2017
Q3 | $8.83M | Buy |
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|
2017
Q2 | $7.57M | Buy |
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|
2017
Q1 | $10.1M | Sell |
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|
2016
Q4 | $12.4M | Sell |
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|
2016
Q3 | $14.3M | Sell |
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|
2016
Q2 | $13.3M | Sell |
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|
2016
Q1 | $13.6M | Buy |
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|
2015
Q4 | $12.5M | Buy |
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|
2015
Q3 | $19M | Buy |
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|
2015
Q2 | $14.4M | Buy |
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|
2015
Q1 | $14.3M | Buy |
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|
2014
Q4 | $10.4M | Buy |
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|
2014
Q3 | $4.45M | Buy |
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|
2014
Q2 | $4.31M | Buy |
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|
2014
Q1 | $2.78M | Buy |
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|
2013
Q4 | $1.04M | Buy |
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