Carson Wealth (CWM LLC)’s AGNC Investment AGNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.3M | Buy |
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|
2025
Q2 | $546K | Buy |
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|
2025
Q1 | $341K | Buy |
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|
2024
Q4 | $311K | Sell |
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|
2024
Q3 | $1.08M | Buy |
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|
2024
Q2 | $821K | Sell |
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|
2024
Q1 | $1.41M | Buy |
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|
2023
Q4 | $86K | Sell |
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|
2023
Q3 | $93K | Sell |
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|
2023
Q2 | $106K | Sell |
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|
2023
Q1 | $118K | Buy |
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|
2022
Q4 | $114K | Buy |
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|
2022
Q3 | $77K | Buy |
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|
2022
Q2 | $85K | Buy |
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|
2022
Q1 | $87K | Buy |
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|
2021
Q4 | $89K | Buy |
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|
2021
Q2 | $56K | Hold |
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|
2021
Q1 | $56K | Hold |
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|
2020
Q4 | $56K | Hold |
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|
2020
Q3 | $56K | Hold |
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|
2020
Q2 | $56K | Hold |
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|
2020
Q1 | $56K | Hold |
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|
2019
Q4 | $56K | Hold |
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|
2019
Q3 | $56K | Hold |
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|
2019
Q2 | $56K | Hold |
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|
2019
Q1 | $56K | Buy |
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|
2018
Q4 | $15K | Hold |
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|
2018
Q3 | $15K | Sell |
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|
2018
Q2 | $17K | Buy |
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|
2018
Q1 | $16K | Hold |
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|
2017
Q4 | $17K | Hold |
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|
2017
Q3 | $18K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $1K | Sell |
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|
2016
Q4 | $22K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $24K | Hold |
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|
2016
Q1 | $23K | Hold |
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|
2015
Q4 | $21K | Hold |
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|
2015
Q3 | $23K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $7K | Buy |
|