Carson Wealth (CWM LLC)’s Box BOX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41K | Buy |
1,197
+251
| +27% | +$8.6K | ﹤0.01% | 3425 |
|
|
2025
Q1 | $29K | Buy |
946
+316
| +50% | +$9.69K | ﹤0.01% | 3400 |
|
|
2024
Q4 | $20K | Buy |
630
+182
| +41% | +$5.78K | ﹤0.01% | 3425 |
|
|
2024
Q3 | $15K | Buy |
448
+209
| +87% | +$7K | ﹤0.01% | 3533 |
|
|
2024
Q2 | $6K | Sell |
239
-45
| -16% | -$1.13K | ﹤0.01% | 3749 |
|
|
2024
Q1 | $8K | Buy |
284
+164
| +137% | +$4.62K | ﹤0.01% | 3436 |
|
|
2023
Q4 | $3K | Sell |
120
-205
| -63% | -$5.13K | ﹤0.01% | 3663 |
|
|
2023
Q3 | $8K | Hold |
325
| – | – | ﹤0.01% | 3226 |
|
|
2023
Q2 | $10K | Sell |
325
-12
| -4% | -$369 | ﹤0.01% | 3059 |
|
|
2023
Q1 | $9K | Sell |
337
-160
| -32% | -$4.27K | ﹤0.01% | 2988 |
|
|
2022
Q4 | $15K | Buy |
497
+150
| +43% | +$4.53K | ﹤0.01% | 2540 |
|
|
2022
Q3 | $8K | Buy |
347
+217
| +167% | +$5K | ﹤0.01% | 2794 |
|
|
2022
Q2 | $3K | Sell |
130
-72
| -36% | -$1.66K | ﹤0.01% | 3160 |
|
|
2022
Q1 | $6K | Buy |
202
+72
| +55% | +$2.14K | ﹤0.01% | 2723 |
|
|
2021
Q4 | $3K | Buy |
+130
| New | +$3K | ﹤0.01% | 2934 |
|
|
2021
Q2 | $3K | Hold |
135
| – | – | ﹤0.01% | 2480 |
|
|
2021
Q1 | $3K | Hold |
135
| – | – | ﹤0.01% | 2480 |
|
|
2020
Q4 | $3K | Hold |
135
| – | – | ﹤0.01% | 2480 |
|
|
2020
Q3 | $3K | Hold |
135
| – | – | ﹤0.01% | 2480 |
|
|
2020
Q2 | $3K | Hold |
135
| – | – | ﹤0.01% | 2480 |
|
|
2020
Q1 | $3K | Hold |
135
| – | – | ﹤0.01% | 2480 |
|
|
2019
Q4 | $3K | Hold |
135
| – | – | ﹤0.01% | 2480 |
|
|
2019
Q3 | $3K | Hold |
135
| – | – | ﹤0.01% | 2480 |
|
|
2019
Q2 | $3K | Hold |
135
| – | – | ﹤0.01% | 2480 |
|
|
2019
Q1 | $3K | Sell |
135
-102,084
| -100% | -$2.27M | ﹤0.01% | 2480 |
|
|
2018
Q4 | $1.73M | Buy |
102,219
+9,350
| +10% | +$158K | 0.04% | 298 |
|
|
2018
Q3 | $2.22M | Buy |
92,869
+20,692
| +29% | +$495K | 0.06% | 249 |
|
|
2018
Q2 | $1.8M | Buy |
+72,177
| New | +$1.8M | 0.06% | 223 |
|