Carson Wealth (CWM LLC)’s AMERISAFE AMSF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $693K | Sell |
15,850
-2,034
| -11% | -$88.9K | ﹤0.01% | 1439 |
|
|
2025
Q1 | $940K | Sell |
17,884
-118
| -0.7% | -$6.2K | ﹤0.01% | 1162 |
|
|
2024
Q4 | $928K | Sell |
18,002
-1,003
| -5% | -$51.7K | ﹤0.01% | 1123 |
|
|
2024
Q3 | $919K | Buy |
19,005
+700
| +4% | +$33.8K | ﹤0.01% | 1083 |
|
|
2024
Q2 | $803K | Sell |
18,305
-482
| -3% | -$21.1K | ﹤0.01% | 1013 |
|
|
2024
Q1 | $943K | Sell |
18,787
-945
| -5% | -$47.4K | ﹤0.01% | 881 |
|
|
2023
Q4 | $923K | Sell |
19,732
-1,781
| -8% | -$83.3K | 0.01% | 838 |
|
|
2023
Q3 | $1.08M | Sell |
21,513
-1,469
| -6% | -$73.5K | 0.01% | 714 |
|
|
2023
Q2 | $1.23M | Sell |
22,982
-1,362
| -6% | -$72.6K | 0.01% | 634 |
|
|
2023
Q1 | $1.19M | Buy |
24,344
+274
| +1% | +$13.4K | 0.01% | 611 |
|
|
2022
Q4 | $1.25M | Buy |
24,070
+740
| +3% | +$38.5K | 0.01% | 550 |
|
|
2022
Q3 | $1.09M | Sell |
23,330
-598
| -2% | -$27.9K | 0.01% | 537 |
|
|
2022
Q2 | $1.24M | Sell |
23,928
-694
| -3% | -$36.1K | 0.01% | 512 |
|
|
2022
Q1 | $1.22M | Sell |
24,622
-2,911
| -11% | -$145K | 0.01% | 511 |
|
|
2021
Q4 | $1.48M | Buy |
+27,533
| New | +$1.48M | 0.01% | 497 |
|
|
2021
Q2 | $1.74M | Hold |
29,168
| – | – | 0.01% | 472 |
|
|
2021
Q1 | $1.74M | Hold |
29,168
| – | – | 0.01% | 472 |
|
|
2020
Q4 | $1.74M | Hold |
29,168
| – | – | 0.01% | 472 |
|
|
2020
Q3 | $1.74M | Hold |
29,168
| – | – | 0.01% | 472 |
|
|
2020
Q2 | $1.74M | Hold |
29,168
| – | – | 0.01% | 472 |
|
|
2020
Q1 | $1.74M | Hold |
29,168
| – | – | 0.01% | 472 |
|
|
2019
Q4 | $1.74M | Hold |
29,168
| – | – | 0.01% | 472 |
|
|
2019
Q3 | $1.74M | Hold |
29,168
| – | – | 0.01% | 472 |
|
|
2019
Q2 | $1.74M | Hold |
29,168
| – | – | 0.01% | 472 |
|
|
2019
Q1 | $1.74M | Buy |
+29,168
| New | +$1.74M | 0.01% | 472 |
|