Carson Wealth (CWM LLC)’s Alarm.com ALRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $246K | Buy |
5,691
+1,135
| +25% | +$54.2K | ﹤0.01% | 2547 |
|
|
2025
Q4 | $232K | Sell |
4,556
-344
| -7% | -$17.5K | ﹤0.01% | 2451 |
|
|
2025
Q3 | $260K | Buy |
4,900
+1,662
| +51% | +$92.7K | ﹤0.01% | 2243 |
|
|
2025
Q2 | $183K | Buy |
3,238
+1,207
| +59% | +$67K | ﹤0.01% | 2246 |
|
|
2025
Q1 | $113K | Buy |
2,031
+992
| +95% | +$59.5K | ﹤0.01% | 2332 |
|
|
2024
Q4 | $63K | Buy |
1,039
+256
| +33% | +$15.3K | ﹤0.01% | 2615 |
|
|
2024
Q3 | $43K | Sell |
783
-1,305
| -63% | -$80.1K | ﹤0.01% | 2797 |
|
|
2024
Q2 | $133K | Buy |
2,088
+618
| +42% | +$40.9K | ﹤0.01% | 1805 |
|
|
2024
Q1 | $107K | Sell |
1,470
-81
| -5% | -$5.5K | ﹤0.01% | 1836 |
|
|
2023
Q4 | $100K | Buy |
1,551
+2
| +0.1% | +$115 | ﹤0.01% | 1773 |
|
|
2023
Q3 | $95K | Buy |
1,549
+2
| +0.1% | +$113 | ﹤0.01% | 1657 |
|
|
2023
Q2 | $80K | Buy |
1,547
+90
| +6% | +$4.43K | ﹤0.01% | 1682 |
|
|
2023
Q1 | $73K | Buy |
1,457
+29
| +2% | +$1.49K | ﹤0.01% | 1655 |
|
|
2022
Q4 | $71K | Sell |
1,428
-96
| -6% | -$5.29K | ﹤0.01% | 1530 |
|
|
2022
Q3 | $99K | Buy |
1,524
+54
| +4% | +$3.71K | ﹤0.01% | 1329 |
|
|
2022
Q2 | $91K | Buy |
1,470
+197
| +15% | +$12.1K | ﹤0.01% | 1351 |
|
|
2022
Q1 | $85K | Buy |
1,273
+148
| +13% | +$10.5K | ﹤0.01% | 1392 |
|
|
2021
Q4 | $95K | Buy |
+1,125
| New | +$92K | ﹤0.01% | 1313 |
|
|
2021
Q2 | $102K | Hold |
1,200
| – | – | ﹤0.01% | 1129 |
|
|
2021
Q1 | $102K | Hold |
1,200
| – | – | ﹤0.01% | 1129 |
|
|
2020
Q4 | $102K | Hold |
1,200
| – | – | ﹤0.01% | 1129 |
|
|
2020
Q3 | $102K | Hold |
1,200
| – | – | ﹤0.01% | 1129 |
|
|
2020
Q2 | $102K | Hold |
1,200
| – | – | ﹤0.01% | 1129 |
|
|
2020
Q1 | $102K | Hold |
1,200
| – | – | ﹤0.01% | 1129 |
|
|
2019
Q4 | $102K | Hold |
1,200
| – | – | ﹤0.01% | 1129 |
|
|
2019
Q3 | $102K | Hold |
1,200
| – | – | ﹤0.01% | 1129 |
|
|
2019
Q2 | $102K | Hold |
1,200
| – | – | ﹤0.01% | 1129 |
|
|
2019
Q1 | $102K | Buy |
+1,200
| New | +$72.8K | ﹤0.01% | 1129 |
|
Other funds holding ALRM
VPM
DGI
VCM
GCM