Carson Wealth (CWM LLC)’s PC Connection CNXN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $278K | Buy |
4,226
+2,589
| +158% | +$170K | ﹤0.01% | 1921 |
|
2025
Q1 | $102K | Buy |
1,637
+659
| +67% | +$41.1K | ﹤0.01% | 2408 |
|
2024
Q4 | $68K | Buy |
978
+128
| +15% | +$8.9K | ﹤0.01% | 2556 |
|
2024
Q3 | $64K | Buy |
850
+473
| +125% | +$35.6K | ﹤0.01% | 2501 |
|
2024
Q2 | $24K | Buy |
377
+357
| +1,785% | +$22.7K | ﹤0.01% | 2985 |
|
2024
Q1 | $1K | Buy |
20
+3
| +18% | +$150 | ﹤0.01% | 4096 |
|
2023
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 3915 |
|
2023
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 3942 |
|
2023
Q2 | $1K | Sell |
17
-21
| -55% | -$1.24K | ﹤0.01% | 3920 |
|
2023
Q1 | $2K | Sell |
38
-29
| -43% | -$1.53K | ﹤0.01% | 3623 |
|
2022
Q4 | $3K | Buy |
67
+51
| +319% | +$2.28K | ﹤0.01% | 3381 |
|
2022
Q3 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 3606 |
|