Carson Wealth (CWM LLC)’s AppFolio APPF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $164K | Sell |
711
-3,663
| -84% | -$845K | ﹤0.01% | 2341 |
|
|
2025
Q1 | $962K | Sell |
4,374
-9,799
| -69% | -$2.16M | ﹤0.01% | 1146 |
|
|
2024
Q4 | $3.5M | Buy |
14,173
+5,106
| +56% | +$1.26M | 0.01% | 570 |
|
|
2024
Q3 | $2.13M | Buy |
9,067
+8,918
| +5,985% | +$2.1M | 0.01% | 675 |
|
|
2024
Q2 | $36K | Buy |
149
+105
| +239% | +$25.4K | ﹤0.01% | 2691 |
|
|
2024
Q1 | $11K | Buy |
44
+16
| +57% | +$4K | ﹤0.01% | 3259 |
|
|
2023
Q4 | $5K | Buy |
28
+5
| +22% | +$893 | ﹤0.01% | 3475 |
|
|
2023
Q3 | $4K | Buy |
23
+7
| +44% | +$1.22K | ﹤0.01% | 3523 |
|
|
2023
Q2 | $3K | Hold |
16
| – | – | ﹤0.01% | 3589 |
|
|
2023
Q1 | $2K | Hold |
16
| – | – | ﹤0.01% | 3605 |
|
|
2022
Q4 | $2K | Buy |
16
+5
| +45% | +$625 | ﹤0.01% | 3492 |
|
|
2022
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 3585 |
|
|
2022
Q2 | $1K | Sell |
11
-25
| -69% | -$2.27K | ﹤0.01% | 3471 |
|
|
2022
Q1 | $4K | Buy |
+36
| New | +$4K | ﹤0.01% | 2889 |
|