Carson Wealth (CWM LLC)’s Cboe Global Markets CBOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $32.7M | Buy |
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|
2025
Q2 | $30.8M | Sell |
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|
2025
Q1 | $30.3M | Sell |
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|
2024
Q4 | $27.2M | Sell |
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|
2024
Q3 | $30M | Sell |
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|
2024
Q2 | $26.5M | Sell |
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|
2024
Q1 | $30.2M | Sell |
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|
2023
Q4 | $32.1M | Sell |
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|
2023
Q3 | $33.1M | Sell |
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|
2023
Q2 | $33.2M | Sell |
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|
2023
Q1 | $35.8M | Sell |
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|
2022
Q4 | $33.9M | Buy |
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|
2022
Q3 | $31M | Buy |
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|
2022
Q2 | $29.2M | Buy |
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|
2022
Q1 | $27.7M | Buy |
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|
2021
Q4 | $30.9M | Buy |
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|
2021
Q2 | $13K | Hold |
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|
2021
Q1 | $13K | Hold |
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|
2020
Q4 | $13K | Hold |
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|
2020
Q3 | $13K | Hold |
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|
2020
Q2 | $13K | Hold |
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|
2020
Q1 | $13K | Hold |
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|
2019
Q4 | $13K | Hold |
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|
2019
Q3 | $13K | Hold |
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|
2019
Q2 | $13K | Hold |
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|
2019
Q1 | $13K | Sell |
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|
2018
Q4 | $20K | Buy |
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|
2018
Q3 | $16K | Buy |
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|
2018
Q2 | $17K | Buy |
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|
2018
Q1 | $7K | Sell |
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|
2017
Q4 | $19K | Hold |
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|
2017
Q3 | $17K | Buy |
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|
2017
Q2 | $8K | Hold |
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|
2017
Q1 | $7K | Hold |
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|
2016
Q4 | $7K | Hold |
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|
2016
Q3 | $6K | Buy |
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