Carson Wealth (CWM LLC)’s Consensus Cloud Solutions CCSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $404K | Sell |
17,525
-5,746
| -25% | -$132K | ﹤0.01% | 1688 |
|
|
2025
Q1 | $537K | Buy |
23,271
+2,978
| +15% | +$68.7K | ﹤0.01% | 1415 |
|
|
2024
Q4 | $484K | Buy |
20,293
+3,824
| +23% | +$91.2K | ﹤0.01% | 1387 |
|
|
2024
Q3 | $388K | Buy |
16,469
+7,677
| +87% | +$181K | ﹤0.01% | 1421 |
|
|
2024
Q2 | $151K | Buy |
8,792
+6,992
| +388% | +$120K | ﹤0.01% | 1731 |
|
|
2024
Q1 | $29K | Buy |
1,800
+1,774
| +6,823% | +$28.6K | ﹤0.01% | 2649 |
|
|
2023
Q4 | $1K | Buy |
26
+23
| +767% | +$885 | ﹤0.01% | 3906 |
|
|
2023
Q3 | $0 | Sell |
3
-24
| -89% | – | ﹤0.01% | 4199 |
|
|
2023
Q2 | $1K | Sell |
27
-31
| -53% | -$1.15K | ﹤0.01% | 3913 |
|
|
2023
Q1 | $2K | Buy |
58
+13
| +29% | +$448 | ﹤0.01% | 3617 |
|
|
2022
Q4 | $2K | Sell |
45
-9
| -17% | -$400 | ﹤0.01% | 3510 |
|
|
2022
Q3 | $3K | Buy |
54
+49
| +980% | +$2.72K | ﹤0.01% | 3268 |
|
|
2022
Q2 | $0 | Buy |
+5
| New | – | ﹤0.01% | 3785 |
|
|
2022
Q1 | – | Sell |
-5
| Closed | – | – | 3528 |
|
|
2021
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 3481 |
|