Carson Wealth (CWM LLC)’s Clover Health Investments CLOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3K | Sell |
911
-909
| -50% | -$2.99K | ﹤0.01% | 4742 |
|
|
2025
Q1 | $7K | Buy |
1,820
+993
| +120% | +$3.82K | ﹤0.01% | 4266 |
|
|
2024
Q4 | $3K | Buy |
827
+20
| +2% | +$73 | ﹤0.01% | 4387 |
|
|
2024
Q3 | $2K | Sell |
807
-1,146
| -59% | -$2.84K | ﹤0.01% | 4364 |
|
|
2024
Q2 | $2K | Buy |
1,953
+1,667
| +583% | +$1.71K | ﹤0.01% | 4173 |
|
|
2024
Q1 | $0 | Buy |
286
+25
| +10% | – | ﹤0.01% | 4355 |
|
|
2023
Q4 | $0 | Hold |
261
| – | – | ﹤0.01% | 4168 |
|
|
2023
Q3 | $0 | Hold |
261
| – | – | ﹤0.01% | 4208 |
|
|
2023
Q2 | $0 | Hold |
261
| – | – | ﹤0.01% | 4186 |
|
|
2023
Q1 | $0 | Hold |
261
| – | – | ﹤0.01% | 4068 |
|
|
2022
Q4 | $0 | Buy |
261
+185
| +243% | – | ﹤0.01% | 3981 |
|
|
2022
Q3 | $0 | Sell |
76
-147
| -66% | – | ﹤0.01% | 3924 |
|
|
2022
Q2 | $0 | Buy |
+223
| New | – | ﹤0.01% | 3797 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 3537 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 3486 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 2900 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 2900 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 2900 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 2900 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2900 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2900 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2900 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 2900 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 2900 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 2932 |
|