Carson Wealth (CWM LLC)’s Commerce.com, Inc. Series 1 Common Stock CMRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $102K | Buy |
20,399
+7,917
| +63% | +$39.6K | ﹤0.01% | 2698 |
|
|
2025
Q1 | $72K | Buy |
12,482
+5,820
| +87% | +$33.6K | ﹤0.01% | 2676 |
|
|
2024
Q4 | $41K | Sell |
6,662
-855
| -11% | -$5.26K | ﹤0.01% | 2936 |
|
|
2024
Q3 | $44K | Sell |
7,517
-1,176
| -14% | -$6.88K | ﹤0.01% | 2777 |
|
|
2024
Q2 | $70K | Buy |
8,693
+276
| +3% | +$2.22K | ﹤0.01% | 2223 |
|
|
2024
Q1 | $58K | Sell |
8,417
-4,730
| -36% | -$32.6K | ﹤0.01% | 2198 |
|
|
2023
Q4 | $128K | Sell |
13,147
-444
| -3% | -$4.32K | ﹤0.01% | 1617 |
|
|
2023
Q3 | $134K | Buy |
13,591
+102
| +0.8% | +$1.01K | ﹤0.01% | 1477 |
|
|
2023
Q2 | $134K | Sell |
13,489
-2,648
| -16% | -$26.3K | ﹤0.01% | 1417 |
|
|
2023
Q1 | $144K | Sell |
16,137
-236
| -1% | -$2.11K | ﹤0.01% | 1330 |
|
|
2022
Q4 | $143K | Buy |
16,373
+5,417
| +49% | +$47.3K | ﹤0.01% | 1229 |
|
|
2022
Q3 | $162K | Buy |
10,956
+2,023
| +23% | +$29.9K | ﹤0.01% | 1131 |
|
|
2022
Q2 | $145K | Buy |
8,933
+1,466
| +20% | +$23.8K | ﹤0.01% | 1166 |
|
|
2022
Q1 | $164K | Buy |
7,467
+2,818
| +61% | +$61.9K | ﹤0.01% | 1116 |
|
|
2021
Q4 | $164K | Buy |
+4,649
| New | +$164K | ﹤0.01% | 1102 |
|
|
2021
Q2 | $331K | Hold |
5,094
| – | – | ﹤0.01% | 765 |
|
|
2021
Q1 | $331K | Hold |
5,094
| – | – | ﹤0.01% | 765 |
|
|
2020
Q4 | $331K | Hold |
5,094
| – | – | ﹤0.01% | 765 |
|
|
2020
Q3 | $331K | Hold |
5,094
| – | – | ﹤0.01% | 765 |
|
|
2020
Q2 | $331K | Hold |
5,094
| – | – | ﹤0.01% | 765 |
|
|
2020
Q1 | $331K | Hold |
5,094
| – | – | ﹤0.01% | 765 |
|
|
2019
Q4 | $331K | Hold |
5,094
| – | – | ﹤0.01% | 765 |
|
|
2019
Q3 | $331K | Hold |
5,094
| – | – | ﹤0.01% | 765 |
|
|
2019
Q2 | $331K | Hold |
5,094
| – | – | ﹤0.01% | 765 |
|
|
2019
Q1 | $331K | Buy |
+5,094
| New | +$331K | ﹤0.01% | 765 |
|