Carson Wealth (CWM LLC)’s Coeur Mining CDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $741K | Sell |
39,502
-5,904
| -13% | -$128K | ﹤0.01% | 1738 |
|
|
2025
Q4 | $810K | Sell |
45,406
-483
| -1% | -$8.4K | ﹤0.01% | 1622 |
|
|
2025
Q3 | $861K | Sell |
45,889
-1,259
| -3% | -$15.4K | ﹤0.01% | 1499 |
|
|
2025
Q2 | $418K | Buy |
47,148
+315
| +0.7% | +$2.29K | ﹤0.01% | 1675 |
|
|
2025
Q1 | $277K | Buy |
46,833
+37,546
| +404% | +$232K | ﹤0.01% | 1718 |
|
|
2024
Q4 | $53K | Sell |
9,287
-429
| -4% | -$2.78K | ﹤0.01% | 2753 |
|
|
2024
Q3 | $67K | Buy |
9,716
+4,686
| +93% | +$29.2K | ﹤0.01% | 2465 |
|
|
2024
Q2 | $28K | Buy |
5,030
+4,490
| +831% | +$23.2K | ﹤0.01% | 2884 |
|
|
2024
Q1 | $2K | Buy |
540
+462
| +592% | +$1.33K | ﹤0.01% | 3946 |
|
|
2023
Q4 | $0 | Sell |
78
-89
| -53% | -$243 | ﹤0.01% | 4163 |
|
|
2023
Q3 | $0 | Sell |
167
-2,212
| -93% | -$5.77K | ﹤0.01% | 4209 |
|
|
2023
Q2 | $7K | Hold |
2,379
| – | – | ﹤0.01% | 3261 |
|
|
2023
Q1 | $9K | Sell |
2,379
-709
| -23% | -$2.46K | ﹤0.01% | 2994 |
|
|
2022
Q4 | $10K | Sell |
3,088
-14,001
| -82% | -$49.8K | ﹤0.01% | 2786 |
|
|
2022
Q3 | $58K | Buy |
17,089
+2,577
| +18% | +$7.64K | ﹤0.01% | 1594 |
|
|
2022
Q2 | $44K | Sell |
14,512
-87
| -0.6% | -$342 | ﹤0.01% | 1683 |
|
|
2022
Q1 | $65K | Buy |
14,599
+487
| +3% | +$2.32K | ﹤0.01% | 1484 |
|
|
2021
Q4 | $71K | Buy |
+14,112
| New | +$84.8K | ﹤0.01% | 1436 |
|
|
2021
Q2 | $186K | Hold |
20,926
| – | – | ﹤0.01% | 926 |
|
|
2021
Q1 | $186K | Hold |
20,926
| – | – | ﹤0.01% | 926 |
|
|
2020
Q4 | $186K | Hold |
20,926
| – | – | ﹤0.01% | 926 |
|
|
2020
Q3 | $186K | Hold |
20,926
| – | – | ﹤0.01% | 926 |
|
|
2020
Q2 | $186K | Hold |
20,926
| – | – | ﹤0.01% | 926 |
|
|
2020
Q1 | $186K | Hold |
20,926
| – | – | ﹤0.01% | 926 |
|
|
2019
Q4 | $186K | Hold |
20,926
| – | – | ﹤0.01% | 926 |
|
|
2019
Q3 | $186K | Hold |
20,926
| – | – | ﹤0.01% | 926 |
|
|
2019
Q2 | $186K | Hold |
20,926
| – | – | ﹤0.01% | 926 |
|
|
2019
Q1 | $186K | Buy |
+20,926
| New | +$101K | ﹤0.01% | 926 |
|
|
2018
Q4 | – | Sell |
-36
| Closed | – | – | 2104 |
|
|
2018
Q3 | $0 | Hold |
36
| – | – | ﹤0.01% | 1851 |
|
|
2018
Q2 | $0 | Hold |
36
| – | – | ﹤0.01% | 1694 |
|
|
2018
Q1 | $0 | Hold |
36
| – | – | ﹤0.01% | 1421 |
|
|
2017
Q4 | $0 | Hold |
36
| – | – | ﹤0.01% | 1463 |
|
|
2017
Q3 | $0 | Hold |
36
| – | – | ﹤0.01% | 1474 |
|
|
2017
Q2 | $0 | Sell |
36
-262
| -88% | -$2.38K | ﹤0.01% | 1208 |
|
|
2017
Q1 | $2K | Buy |
+298
| New | +$2.84K | ﹤0.01% | 972 |
|
Other funds holding CDE
VCM
VPM
TI
Carson Wealth (CWM LLC)'s CDE Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Coeur Mining (CDE) stake by 13% in Q1 2026, selling an estimated $128K and leaving 39,502 shares worth $741K. The position accounts for ﹤0.01% of the portfolio, ranked #1738.
Carson Wealth (CWM LLC) first reported a position in CDE in Q1 2017 and has held it in 35 quarters since. The position peaked at $861K in Q3 2025. 646 funds tracked by Wall St. Rank hold CDE as of Q1 2026.
- Carson Wealth (CWM LLC) held 39,502 shares of Coeur Mining worth $741K as of Q1 2026.
- Carson Wealth (CWM LLC) sold 5,904 Coeur Mining shares in Q1 2026, an estimated $128K.
- Coeur Mining made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1738 holding.
- Carson Wealth (CWM LLC) first reported a position in Coeur Mining in Q1 2017 and has held it in 35 quarters since.
- Carson Wealth (CWM LLC)'s Coeur Mining position peaked at $861K in Q3 2025.
- 646 funds tracked by Wall St. Rank held Coeur Mining as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.