Carson Wealth (CWM LLC)’s American Financial Group AFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $392K | Sell |
3,103
-2,304
| -43% | -$291K | ﹤0.01% | 1706 |
|
|
2025
Q1 | $710K | Buy |
5,407
+4,046
| +297% | +$531K | ﹤0.01% | 1313 |
|
|
2024
Q4 | $186K | Buy |
1,361
+109
| +9% | +$14.9K | ﹤0.01% | 1867 |
|
|
2024
Q3 | $169K | Buy |
1,252
+1,133
| +952% | +$153K | ﹤0.01% | 1844 |
|
|
2024
Q2 | $15K | Buy |
119
+26
| +28% | +$3.28K | ﹤0.01% | 3281 |
|
|
2024
Q1 | $13K | Sell |
93
-1,071
| -92% | -$150K | ﹤0.01% | 3161 |
|
|
2023
Q4 | $138K | Sell |
1,164
-9
| -0.8% | -$1.07K | ﹤0.01% | 1586 |
|
|
2023
Q3 | $131K | Buy |
1,173
+28
| +2% | +$3.13K | ﹤0.01% | 1487 |
|
|
2023
Q2 | $136K | Buy |
1,145
+43
| +4% | +$5.11K | ﹤0.01% | 1407 |
|
|
2023
Q1 | $134K | Buy |
1,102
+175
| +19% | +$21.3K | ﹤0.01% | 1354 |
|
|
2022
Q4 | $127K | Buy |
927
+114
| +14% | +$15.6K | ﹤0.01% | 1268 |
|
|
2022
Q3 | $100K | Buy |
813
+161
| +25% | +$19.8K | ﹤0.01% | 1324 |
|
|
2022
Q2 | $90K | Buy |
652
+12
| +2% | +$1.66K | ﹤0.01% | 1355 |
|
|
2022
Q1 | $93K | Buy |
640
+74
| +13% | +$10.8K | ﹤0.01% | 1350 |
|
|
2021
Q4 | $78K | Buy |
+566
| New | +$78K | ﹤0.01% | 1395 |
|
|
2019
Q1 | – | Sell |
-23
| Closed | -$2K | – | 2883 |
|
|
2018
Q4 | $2K | Buy |
23
+14
| +156% | +$1.22K | ﹤0.01% | 1702 |
|
|
2018
Q3 | $1K | Sell |
9
-8
| -47% | -$889 | ﹤0.01% | 1596 |
|
|
2018
Q2 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 1337 |
|
|
2018
Q1 | – | Sell |
-80
| Closed | -$9K | – | 1386 |
|
|
2017
Q4 | $9K | Hold |
80
| – | – | ﹤0.01% | 901 |
|
|
2017
Q3 | $8K | Hold |
80
| – | – | ﹤0.01% | 934 |
|
|
2017
Q2 | $8K | Hold |
80
| – | – | ﹤0.01% | 802 |
|
|
2017
Q1 | $8K | Hold |
80
| – | – | ﹤0.01% | 786 |
|
|
2016
Q4 | $7K | Hold |
80
| – | – | ﹤0.01% | 781 |
|
|
2016
Q3 | $6K | Buy |
+80
| New | +$6K | ﹤0.01% | 788 |
|