Carson Wealth (CWM LLC)’s American Public Education APEI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$79K Buy
2,596
+222
+9% +$6.76K ﹤0.01% 2907
2025
Q1
$53K Buy
2,374
+4
+0.2% +$89 ﹤0.01% 2919
2024
Q4
$51K Buy
2,370
+126
+6% +$2.71K ﹤0.01% 2774
2024
Q3
$33K Buy
+2,244
New +$33K ﹤0.01% 3005
2023
Q2
Sell
-142
Closed -$1K 4142
2023
Q1
$1K Sell
142
-276
-66% -$1.94K ﹤0.01% 3758
2022
Q4
$5K Hold
418
﹤0.01% 3136
2022
Q3
$4K Buy
418
+375
+872% +$3.59K ﹤0.01% 3128
2022
Q2
$1K Buy
+43
New +$1K ﹤0.01% 3468