Carson Wealth (CWM LLC)’s Cracker Barrel CBRL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64K | Buy |
1,050
+25
| +2% | +$1.52K | ﹤0.01% | 3078 |
|
|
2025
Q1 | $40K | Sell |
1,025
-155
| -13% | -$6.05K | ﹤0.01% | 3153 |
|
|
2024
Q4 | $62K | Buy |
1,180
+465
| +65% | +$24.4K | ﹤0.01% | 2627 |
|
|
2024
Q3 | $32K | Sell |
715
-139
| -16% | -$6.22K | ﹤0.01% | 3041 |
|
|
2024
Q2 | $36K | Buy |
854
+419
| +96% | +$17.7K | ﹤0.01% | 2694 |
|
|
2024
Q1 | $32K | Sell |
435
-336
| -44% | -$24.7K | ﹤0.01% | 2593 |
|
|
2023
Q4 | $59K | Buy |
771
+210
| +37% | +$16.1K | ﹤0.01% | 2062 |
|
|
2023
Q3 | $38K | Buy |
561
+302
| +117% | +$20.5K | ﹤0.01% | 2238 |
|
|
2023
Q2 | $24K | Buy |
259
+31
| +14% | +$2.87K | ﹤0.01% | 2503 |
|
|
2023
Q1 | $26K | Buy |
228
+26
| +13% | +$2.97K | ﹤0.01% | 2311 |
|
|
2022
Q4 | $19K | Buy |
202
+136
| +206% | +$12.8K | ﹤0.01% | 2396 |
|
|
2022
Q3 | $6K | Sell |
66
-42
| -39% | -$3.82K | ﹤0.01% | 2945 |
|
|
2022
Q2 | $9K | Sell |
108
-96
| -47% | -$8K | ﹤0.01% | 2616 |
|
|
2022
Q1 | $24K | Buy |
204
+78
| +62% | +$9.18K | ﹤0.01% | 1961 |
|
|
2021
Q4 | $16K | Buy |
+126
| New | +$16K | ﹤0.01% | 2097 |
|
|
2021
Q2 | $16K | Hold |
108
| – | – | ﹤0.01% | 1886 |
|
|
2021
Q1 | $16K | Hold |
108
| – | – | ﹤0.01% | 1886 |
|
|
2020
Q4 | $16K | Hold |
108
| – | – | ﹤0.01% | 1886 |
|
|
2020
Q3 | $16K | Hold |
108
| – | – | ﹤0.01% | 1886 |
|
|
2020
Q2 | $16K | Hold |
108
| – | – | ﹤0.01% | 1886 |
|
|
2020
Q1 | $16K | Hold |
108
| – | – | ﹤0.01% | 1886 |
|
|
2019
Q4 | $16K | Hold |
108
| – | – | ﹤0.01% | 1886 |
|
|
2019
Q3 | $16K | Hold |
108
| – | – | ﹤0.01% | 1886 |
|
|
2019
Q2 | $16K | Hold |
108
| – | – | ﹤0.01% | 1886 |
|
|
2019
Q1 | $16K | Buy |
108
+89
| +468% | +$13.2K | ﹤0.01% | 1886 |
|
|
2018
Q4 | $3K | Sell |
19
-7
| -27% | -$1.11K | ﹤0.01% | 1640 |
|
|
2018
Q3 | $4K | Buy |
26
+20
| +333% | +$3.08K | ﹤0.01% | 1376 |
|
|
2018
Q2 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 1485 |
|
|
2016
Q3 | – | Sell |
-115,083
| Closed | -$19.7M | – | 990 |
|
|
2016
Q2 | $19.7M | Buy |
115,083
+22,385
| +24% | +$3.84M | 1.44% | 10 |
|
|
2016
Q1 | $14.2M | Buy |
92,698
+8,626
| +10% | +$1.32M | 1.24% | 19 |
|
|
2015
Q4 | $10.7M | Buy |
84,072
+10,159
| +14% | +$1.29M | 1.04% | 33 |
|
|
2015
Q3 | $10.9M | Buy |
73,913
+10,027
| +16% | +$1.48M | 1.1% | 27 |
|
|
2015
Q2 | $9.53M | Buy |
63,886
+10,654
| +20% | +$1.59M | 0.91% | 37 |
|
|
2015
Q1 | $8.1M | Buy |
53,232
+16,487
| +45% | +$2.51M | 0.82% | 41 |
|
|
2014
Q4 | $5.17M | Buy |
36,745
+22,346
| +155% | +$3.15M | 0.63% | 45 |
|
|
2014
Q3 | $1.49M | Buy |
14,399
+11,223
| +353% | +$1.16M | 0.22% | 110 |
|
|
2014
Q2 | $316K | Buy |
+3,176
| New | +$316K | 0.06% | 138 |
|