Carson Wealth (CWM LLC)’s Americold COLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $410K | Buy |
24,675
+13,115
| +113% | +$218K | ﹤0.01% | 1683 |
|
|
2025
Q1 | $248K | Buy |
11,560
+7,051
| +156% | +$151K | ﹤0.01% | 1784 |
|
|
2024
Q4 | $96K | Sell |
4,509
-37,350
| -89% | -$795K | ﹤0.01% | 2302 |
|
|
2024
Q3 | $1.18M | Buy |
41,859
+21,457
| +105% | +$606K | 0.01% | 929 |
|
|
2024
Q2 | $521K | Buy |
20,402
+17,042
| +507% | +$435K | ﹤0.01% | 1177 |
|
|
2024
Q1 | $84K | Buy |
3,360
+759
| +29% | +$19K | ﹤0.01% | 1978 |
|
|
2023
Q4 | $79K | Sell |
2,601
-156
| -6% | -$4.74K | ﹤0.01% | 1890 |
|
|
2023
Q3 | $84K | Buy |
2,757
+162
| +6% | +$4.94K | ﹤0.01% | 1734 |
|
|
2023
Q2 | $84K | Sell |
2,595
-30
| -1% | -$971 | ﹤0.01% | 1655 |
|
|
2023
Q1 | $75K | Buy |
2,625
+138
| +6% | +$3.94K | ﹤0.01% | 1640 |
|
|
2022
Q4 | $70K | Buy |
2,487
+2,240
| +907% | +$63K | ﹤0.01% | 1536 |
|
|
2022
Q3 | $6K | Buy |
247
+90
| +57% | +$2.19K | ﹤0.01% | 2951 |
|
|
2022
Q2 | $5K | Buy |
157
+74
| +89% | +$2.36K | ﹤0.01% | 2945 |
|
|
2022
Q1 | $2K | Buy |
83
+12
| +17% | +$289 | ﹤0.01% | 3134 |
|
|
2021
Q4 | $2K | Buy |
+71
| New | +$2K | ﹤0.01% | 3089 |
|
|
2021
Q2 | $2K | Hold |
65
| – | – | ﹤0.01% | 2603 |
|
|
2021
Q1 | $2K | Hold |
65
| – | – | ﹤0.01% | 2603 |
|
|
2020
Q4 | $2K | Hold |
65
| – | – | ﹤0.01% | 2603 |
|
|
2020
Q3 | $2K | Hold |
65
| – | – | ﹤0.01% | 2603 |
|
|
2020
Q2 | $2K | Hold |
65
| – | – | ﹤0.01% | 2603 |
|
|
2020
Q1 | $2K | Hold |
65
| – | – | ﹤0.01% | 2603 |
|
|
2019
Q4 | $2K | Hold |
65
| – | – | ﹤0.01% | 2603 |
|
|
2019
Q3 | $2K | Hold |
65
| – | – | ﹤0.01% | 2603 |
|
|
2019
Q2 | $2K | Hold |
65
| – | – | ﹤0.01% | 2603 |
|
|
2019
Q1 | $2K | Buy |
+65
| New | +$2K | ﹤0.01% | 2603 |
|