Carson Wealth (CWM LLC)’s Crown Holdings CCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.28M | Buy |
41,587
+26,290
| +172% | +$2.71M | 0.02% | 644 |
|
|
2025
Q1 | $1.37M | Buy |
15,297
+2,495
| +19% | +$223K | 0.01% | 994 |
|
|
2024
Q4 | $1.06M | Sell |
12,802
-5,561
| -30% | -$460K | ﹤0.01% | 1049 |
|
|
2024
Q3 | $1.76M | Buy |
18,363
+13,751
| +298% | +$1.32M | 0.01% | 758 |
|
|
2024
Q2 | $343K | Buy |
4,612
+2,885
| +167% | +$215K | ﹤0.01% | 1327 |
|
|
2024
Q1 | $137K | Buy |
1,727
+100
| +6% | +$7.93K | ﹤0.01% | 1697 |
|
|
2023
Q4 | $150K | Buy |
1,627
+359
| +28% | +$33.1K | ﹤0.01% | 1547 |
|
|
2023
Q3 | $112K | Buy |
1,268
+41
| +3% | +$3.62K | ﹤0.01% | 1565 |
|
|
2023
Q2 | $107K | Buy |
1,227
+65
| +6% | +$5.67K | ﹤0.01% | 1533 |
|
|
2023
Q1 | $96K | Sell |
1,162
-189
| -14% | -$15.6K | ﹤0.01% | 1505 |
|
|
2022
Q4 | $111K | Buy |
1,351
+299
| +28% | +$24.6K | ﹤0.01% | 1334 |
|
|
2022
Q3 | $85K | Sell |
1,052
-122
| -10% | -$9.86K | ﹤0.01% | 1402 |
|
|
2022
Q2 | $108K | Sell |
1,174
-634
| -35% | -$58.3K | ﹤0.01% | 1282 |
|
|
2022
Q1 | $226K | Sell |
1,808
-1,716
| -49% | -$215K | ﹤0.01% | 991 |
|
|
2021
Q4 | $390K | Buy |
+3,524
| New | +$390K | ﹤0.01% | 793 |
|
|
2021
Q2 | $15K | Hold |
148
| – | – | ﹤0.01% | 1912 |
|
|
2021
Q1 | $15K | Hold |
148
| – | – | ﹤0.01% | 1912 |
|
|
2020
Q4 | $15K | Hold |
148
| – | – | ﹤0.01% | 1912 |
|
|
2020
Q3 | $15K | Hold |
148
| – | – | ﹤0.01% | 1912 |
|
|
2020
Q2 | $15K | Hold |
148
| – | – | ﹤0.01% | 1912 |
|
|
2020
Q1 | $15K | Hold |
148
| – | – | ﹤0.01% | 1912 |
|
|
2019
Q4 | $15K | Hold |
148
| – | – | ﹤0.01% | 1912 |
|
|
2019
Q3 | $15K | Hold |
148
| – | – | ﹤0.01% | 1912 |
|
|
2019
Q2 | $15K | Hold |
148
| – | – | ﹤0.01% | 1912 |
|
|
2019
Q1 | $15K | Buy |
148
+94
| +174% | +$9.53K | ﹤0.01% | 1912 |
|
|
2018
Q4 | $2K | Sell |
54
-3
| -5% | -$111 | ﹤0.01% | 1718 |
|
|
2018
Q3 | $3K | Sell |
57
-11
| -16% | -$579 | ﹤0.01% | 1438 |
|
|
2018
Q2 | $3K | Sell |
68
-18
| -21% | -$794 | ﹤0.01% | 1274 |
|
|
2018
Q1 | $4K | Buy |
86
+56
| +187% | +$2.61K | ﹤0.01% | 1033 |
|
|
2017
Q4 | $2K | Hold |
30
| – | – | ﹤0.01% | 1257 |
|
|
2017
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 1269 |
|
|
2017
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 993 |
|
|
2017
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 970 |
|
|
2016
Q4 | $2K | Hold |
30
| – | – | ﹤0.01% | 969 |
|
|
2016
Q3 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 910 |
|