Carson Wealth (CWM LLC)’s Agilysys AGYS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33K | Buy |
292
+28
| +11% | +$3.16K | ﹤0.01% | 3571 |
|
|
2025
Q1 | $19K | Sell |
264
-419
| -61% | -$30.2K | ﹤0.01% | 3689 |
|
|
2024
Q4 | $90K | Buy |
683
+10
| +1% | +$1.32K | ﹤0.01% | 2348 |
|
|
2024
Q3 | $73K | Buy |
673
+423
| +169% | +$45.9K | ﹤0.01% | 2391 |
|
|
2024
Q2 | $26K | Buy |
250
+199
| +390% | +$20.7K | ﹤0.01% | 2932 |
|
|
2024
Q1 | $4K | Buy |
51
+32
| +168% | +$2.51K | ﹤0.01% | 3718 |
|
|
2023
Q4 | $2K | Sell |
19
-60
| -76% | -$6.32K | ﹤0.01% | 3765 |
|
|
2023
Q3 | $5K | Hold |
79
| – | – | ﹤0.01% | 3413 |
|
|
2023
Q2 | $5K | Buy |
79
+3
| +4% | +$190 | ﹤0.01% | 3404 |
|
|
2023
Q1 | $6K | Sell |
76
-2
| -3% | -$158 | ﹤0.01% | 3182 |
|
|
2022
Q4 | $6K | Buy |
78
+29
| +59% | +$2.23K | ﹤0.01% | 3046 |
|
|
2022
Q3 | $3K | Buy |
+49
| New | +$3K | ﹤0.01% | 3254 |
|
|
2022
Q1 | – | Sell |
-9
| Closed | – | – | 3476 |
|
|
2021
Q4 | $0 | Buy |
+9
| New | – | ﹤0.01% | 3448 |
|