Carson Wealth (CWM LLC)’s CNA Financial CNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Sell |
25,451
-6,839
| -21% | -$318K | ﹤0.01% | 1166 |
|
|
2025
Q1 | $1.64M | Buy |
32,290
+10,735
| +50% | +$545K | 0.01% | 901 |
|
|
2024
Q4 | $1.04M | Buy |
21,555
+11,901
| +123% | +$576K | ﹤0.01% | 1057 |
|
|
2024
Q3 | $472K | Buy |
9,654
+5,131
| +113% | +$251K | ﹤0.01% | 1337 |
|
|
2024
Q2 | $208K | Buy |
4,523
+2,804
| +163% | +$129K | ﹤0.01% | 1567 |
|
|
2024
Q1 | $78K | Buy |
1,719
+533
| +45% | +$24.2K | ﹤0.01% | 2019 |
|
|
2023
Q4 | $50K | Sell |
1,186
-212
| -15% | -$8.94K | ﹤0.01% | 2181 |
|
|
2023
Q3 | $55K | Buy |
1,398
+641
| +85% | +$25.2K | ﹤0.01% | 1999 |
|
|
2023
Q2 | $29K | Sell |
757
-14
| -2% | -$536 | ﹤0.01% | 2384 |
|
|
2023
Q1 | $30K | Buy |
771
+97
| +14% | +$3.77K | ﹤0.01% | 2219 |
|
|
2022
Q4 | $29K | Buy |
674
+51
| +8% | +$2.19K | ﹤0.01% | 2099 |
|
|
2022
Q3 | $23K | Buy |
623
+126
| +25% | +$4.65K | ﹤0.01% | 2133 |
|
|
2022
Q2 | $22K | Buy |
497
+320
| +181% | +$14.2K | ﹤0.01% | 2045 |
|
|
2022
Q1 | $9K | Buy |
177
+172
| +3,440% | +$8.75K | ﹤0.01% | 2520 |
|
|
2021
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 3487 |
|
|
2017
Q4 | – | Sell |
-42
| Closed | -$2K | – | 1468 |
|
|
2017
Q3 | $2K | Buy |
+42
| New | +$2K | ﹤0.01% | 1272 |
|