Carson Wealth (CWM LLC)’s Cannae Holdings CNNE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$68K Buy
3,253
+936
+40% +$19.6K ﹤0.01% 3022
2025
Q1
$42K Buy
2,317
+74
+3% +$1.34K ﹤0.01% 3107
2024
Q4
$45K Buy
2,243
+217
+11% +$4.35K ﹤0.01% 2873
2024
Q3
$39K Buy
2,026
+636
+46% +$12.2K ﹤0.01% 2878
2024
Q2
$25K Buy
1,390
+1,309
+1,616% +$23.5K ﹤0.01% 2960
2024
Q1
$2K Buy
+81
New +$2K ﹤0.01% 3949
2023
Q4
Sell
-597
Closed -$11K 4173
2023
Q3
$11K Buy
597
+158
+36% +$2.91K ﹤0.01% 3070
2023
Q2
$9K Sell
439
-139
-24% -$2.85K ﹤0.01% 3121
2023
Q1
$12K Buy
578
+26
+5% +$540 ﹤0.01% 2836
2022
Q4
$11K Buy
+552
New +$11K ﹤0.01% 2735
2022
Q2
Sell
-180
Closed -$4K 3800
2022
Q1
$4K Buy
180
+162
+900% +$3.6K ﹤0.01% 2895
2021
Q4
$1K Buy
+18
New +$1K ﹤0.01% 3250
2021
Q2
$0 Hold
4
﹤0.01% 2901
2021
Q1
$0 Hold
4
﹤0.01% 2901
2020
Q4
$0 Hold
4
﹤0.01% 2901
2020
Q3
$0 Hold
4
﹤0.01% 2901
2020
Q2
$0 Hold
4
﹤0.01% 2901
2020
Q1
$0 Hold
4
﹤0.01% 2901
2019
Q4
$0 Hold
4
﹤0.01% 2901
2019
Q3
$0 Hold
4
﹤0.01% 2901
2019
Q2
$0 Hold
4
﹤0.01% 2901
2019
Q1
$0 Buy
+4
New ﹤0.01% 2938