Carson Wealth (CWM LLC)’s Alarm.com ALRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $183K | Buy |
3,238
+1,207
| +59% | +$68.2K | ﹤0.01% | 2244 |
|
|
2025
Q1 | $113K | Buy |
2,031
+992
| +95% | +$55.2K | ﹤0.01% | 2330 |
|
|
2024
Q4 | $63K | Buy |
1,039
+256
| +33% | +$15.5K | ﹤0.01% | 2613 |
|
|
2024
Q3 | $43K | Sell |
783
-1,305
| -63% | -$71.7K | ﹤0.01% | 2795 |
|
|
2024
Q2 | $133K | Buy |
2,088
+618
| +42% | +$39.4K | ﹤0.01% | 1803 |
|
|
2024
Q1 | $107K | Sell |
1,470
-81
| -5% | -$5.9K | ﹤0.01% | 1834 |
|
|
2023
Q4 | $100K | Buy |
1,551
+2
| +0.1% | +$129 | ﹤0.01% | 1771 |
|
|
2023
Q3 | $95K | Buy |
1,549
+2
| +0.1% | +$123 | ﹤0.01% | 1656 |
|
|
2023
Q2 | $80K | Buy |
1,547
+90
| +6% | +$4.65K | ﹤0.01% | 1680 |
|
|
2023
Q1 | $73K | Buy |
1,457
+29
| +2% | +$1.45K | ﹤0.01% | 1654 |
|
|
2022
Q4 | $71K | Sell |
1,428
-96
| -6% | -$4.77K | ﹤0.01% | 1528 |
|
|
2022
Q3 | $99K | Buy |
1,524
+54
| +4% | +$3.51K | ﹤0.01% | 1327 |
|
|
2022
Q2 | $91K | Buy |
1,470
+197
| +15% | +$12.2K | ﹤0.01% | 1349 |
|
|
2022
Q1 | $85K | Buy |
1,273
+148
| +13% | +$9.88K | ﹤0.01% | 1390 |
|
|
2021
Q4 | $95K | Buy |
+1,125
| New | +$95K | ﹤0.01% | 1311 |
|
|
2021
Q2 | $102K | Hold |
1,200
| – | – | ﹤0.01% | 1127 |
|
|
2021
Q1 | $102K | Hold |
1,200
| – | – | ﹤0.01% | 1127 |
|
|
2020
Q4 | $102K | Hold |
1,200
| – | – | ﹤0.01% | 1127 |
|
|
2020
Q3 | $102K | Hold |
1,200
| – | – | ﹤0.01% | 1127 |
|
|
2020
Q2 | $102K | Hold |
1,200
| – | – | ﹤0.01% | 1127 |
|
|
2020
Q1 | $102K | Hold |
1,200
| – | – | ﹤0.01% | 1127 |
|
|
2019
Q4 | $102K | Hold |
1,200
| – | – | ﹤0.01% | 1127 |
|
|
2019
Q3 | $102K | Hold |
1,200
| – | – | ﹤0.01% | 1127 |
|
|
2019
Q2 | $102K | Hold |
1,200
| – | – | ﹤0.01% | 1127 |
|
|
2019
Q1 | $102K | Buy |
+1,200
| New | +$102K | ﹤0.01% | 1127 |
|