Carson Wealth (CWM LLC)’s Concentrix CNXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.99M | Buy |
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|
2025
Q2 | $4.22M | Buy |
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|
2025
Q1 | $3.71M | Buy |
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|
2024
Q4 | $33K | Sell |
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|
2024
Q3 | $445K | Buy |
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|
2024
Q2 | $409K | Buy |
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|
2024
Q1 | $194K | Buy |
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|
2023
Q4 | $255K | Buy |
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|
2023
Q3 | $161K | Buy |
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|
2023
Q2 | $53K | Buy |
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|
2023
Q1 | $38K | Buy |
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|
2022
Q4 | $36K | Sell |
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|
2022
Q3 | $35K | Buy |
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|
2022
Q2 | $25K | Sell |
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|
2022
Q1 | $45K | Buy |
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|
2021
Q4 | $40K | Buy |
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|
2021
Q2 | $12K | Hold |
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|
2021
Q1 | $12K | Hold |
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|
2020
Q4 | $12K | Hold |
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|
2020
Q3 | $12K | Hold |
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|
2020
Q2 | $12K | Hold |
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|
2020
Q1 | $12K | Hold |
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|
2019
Q4 | $12K | Hold |
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|
2019
Q3 | $12K | Hold |
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|
2019
Q2 | $12K | Hold |
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|
2019
Q1 | $12K | Buy |
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