Carson Wealth (CWM LLC)
CAJ

Carson Wealth (CWM LLC)’s Canon, Inc. CAJ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CAJ Stock Details CAJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-351,832
Closed -$7.63M – 4481
2022
Q4 		$7.63M Sell
351,832
-4,384
-1% -$97.7K 0.06% 238
2022
Q3 		$7.77M Buy
356,216
+8,225
+2% +$194K 0.06% 220
2022
Q2 		$7.9M Buy
347,991
+9,758
+3% +$236K 0.06% 232
2022
Q1 		$8.22M Buy
338,233
+10,030
+3% +$240K 0.06% 230
2021
Q4 		$8.02M Buy
+328,203
New +$7.72M 0.06% 239
2021
Q2 		$7.6M Hold
335,896
– – 0.06% 236
2021
Q1 		$7.6M Hold
335,896
– – 0.06% 236
2020
Q4 		$7.6M Hold
335,896
– – 0.06% 236
2020
Q3 		$7.6M Hold
335,896
– – 0.06% 236
2020
Q2 		$7.6M Hold
335,896
– – 0.06% 236
2020
Q1 		$7.6M Hold
335,896
– – 0.06% 236
2019
Q4 		$7.6M Hold
335,896
– – 0.06% 236
2019
Q3 		$7.6M Hold
335,896
– – 0.06% 236
2019
Q2 		$7.6M Hold
335,896
– – 0.06% 236
2019
Q1 		$7.6M Buy
335,896
+293,619
+695% +$8.41M 0.06% 236
2018
Q4 		$1.17M Buy
42,277
+34,259
+427% +$993K 0.03% 358
2018
Q3 		$254K Buy
8,018
+7,836
+4,305% +$248K 0.01% 478
2018
Q2 		$6K Buy
+182
New +$6.29K ﹤0.01% 1166

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