Carson Wealth (CWM LLC)’s Traeger COOK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$10K Buy
5,989
+5,063
+547% +$8.45K ﹤0.01% 4271
2025
Q1
$2K Sell
926
-180
-16% -$389 ﹤0.01% 4725
2024
Q4
$3K Buy
1,106
+487
+79% +$1.32K ﹤0.01% 4390
2024
Q3
$2K Buy
619
+290
+88% +$937 ﹤0.01% 4365
2024
Q2
$1K Buy
329
+324
+6,480% +$985 ﹤0.01% 4340
2024
Q1
$0 Buy
+5
New ﹤0.01% 4362
2023
Q4
Sell
-55
Closed 4177
2023
Q3
$0 Hold
55
﹤0.01% 4213
2023
Q2
$0 Hold
55
﹤0.01% 4188
2023
Q1
$0 Buy
+55
New ﹤0.01% 4074
2022
Q3
Sell
-367
Closed -$2K 3927
2022
Q2
$2K Buy
+367
New +$2K ﹤0.01% 3302