Carson Wealth (CWM LLC)’s CarGurus CARG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $124K | Buy |
3,692
+1,008
| +38% | +$33.9K | ﹤0.01% | 2533 |
|
|
2025
Q1 | $78K | Sell |
2,684
-376
| -12% | -$10.9K | ﹤0.01% | 2623 |
|
|
2024
Q4 | $112K | Buy |
3,060
+2,040
| +200% | +$74.7K | ﹤0.01% | 2208 |
|
|
2024
Q3 | $31K | Sell |
1,020
-361
| -26% | -$11K | ﹤0.01% | 3064 |
|
|
2024
Q2 | $36K | Buy |
1,381
+485
| +54% | +$12.6K | ﹤0.01% | 2693 |
|
|
2024
Q1 | $21K | Buy |
896
+438
| +96% | +$10.3K | ﹤0.01% | 2856 |
|
|
2023
Q4 | $11K | Sell |
458
-33
| -7% | -$793 | ﹤0.01% | 3117 |
|
|
2023
Q3 | $9K | Sell |
491
-7,386
| -94% | -$135K | ﹤0.01% | 3174 |
|
|
2023
Q2 | $178K | Buy |
7,877
+7,506
| +2,023% | +$170K | ﹤0.01% | 1294 |
|
|
2023
Q1 | $7K | Sell |
371
-311
| -46% | -$5.87K | ﹤0.01% | 3122 |
|
|
2022
Q4 | $10K | Sell |
682
-112
| -14% | -$1.64K | ﹤0.01% | 2782 |
|
|
2022
Q3 | $11K | Buy |
794
+464
| +141% | +$6.43K | ﹤0.01% | 2607 |
|
|
2022
Q2 | $7K | Buy |
330
+298
| +931% | +$6.32K | ﹤0.01% | 2778 |
|
|
2022
Q1 | $1K | Buy |
32
+27
| +540% | +$844 | ﹤0.01% | 3289 |
|
|
2021
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 3480 |
|