Carson Wealth (CWM LLC)’s Federal Agricultural Mortgage AGM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20K | Sell |
104
-13
| -11% | -$2.5K | ﹤0.01% | 3889 |
|
|
2025
Q1 | $22K | Buy |
117
+59
| +102% | +$11.1K | ﹤0.01% | 3588 |
|
|
2024
Q4 | $11K | Buy |
58
+21
| +57% | +$3.98K | ﹤0.01% | 3790 |
|
|
2024
Q3 | $7K | Buy |
37
+7
| +23% | +$1.32K | ﹤0.01% | 3916 |
|
|
2024
Q2 | $5K | Buy |
30
+27
| +900% | +$4.5K | ﹤0.01% | 3832 |
|
|
2024
Q1 | $1K | Sell |
3
-1
| -25% | -$333 | ﹤0.01% | 4056 |
|
|
2023
Q4 | $1K | Buy |
4
+3
| +300% | +$750 | ﹤0.01% | 3879 |
|
|
2023
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 4142 |
|
|
2023
Q2 | – | Sell |
-200
| Closed | -$27K | – | 4130 |
|
|
2023
Q1 | $27K | Sell |
200
-12
| -6% | -$1.62K | ﹤0.01% | 2277 |
|
|
2022
Q4 | $24K | Buy |
212
+12
| +6% | +$1.36K | ﹤0.01% | 2226 |
|
|
2022
Q3 | $20K | Hold |
200
| – | – | ﹤0.01% | 2203 |
|
|
2022
Q2 | $20K | Hold |
200
| – | – | ﹤0.01% | 2093 |
|
|
2022
Q1 | $22K | Hold |
200
| – | – | ﹤0.01% | 2006 |
|
|
2021
Q4 | $25K | Buy |
+200
| New | +$25K | ﹤0.01% | 1861 |
|
|
2021
Q2 | $20K | Hold |
200
| – | – | ﹤0.01% | 1780 |
|
|
2021
Q1 | $20K | Hold |
200
| – | – | ﹤0.01% | 1780 |
|
|
2020
Q4 | $20K | Hold |
200
| – | – | ﹤0.01% | 1780 |
|
|
2020
Q3 | $20K | Hold |
200
| – | – | ﹤0.01% | 1780 |
|
|
2020
Q2 | $20K | Hold |
200
| – | – | ﹤0.01% | 1780 |
|
|
2020
Q1 | $20K | Hold |
200
| – | – | ﹤0.01% | 1780 |
|
|
2019
Q4 | $20K | Hold |
200
| – | – | ﹤0.01% | 1780 |
|
|
2019
Q3 | $20K | Hold |
200
| – | – | ﹤0.01% | 1780 |
|
|
2019
Q2 | $20K | Hold |
200
| – | – | ﹤0.01% | 1780 |
|
|
2019
Q1 | $20K | Buy |
+200
| New | +$20K | ﹤0.01% | 1780 |
|