Carson Wealth (CWM LLC)’s Coursera COUR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $553K | Buy |
63,179
+39,385
| +166% | +$345K | ﹤0.01% | 1544 |
|
|
2025
Q1 | $158K | Buy |
23,794
+2,872
| +14% | +$19.1K | ﹤0.01% | 2075 |
|
|
2024
Q4 | $178K | Buy |
20,922
+13,794
| +194% | +$117K | ﹤0.01% | 1896 |
|
|
2024
Q3 | $57K | Buy |
7,128
+3,217
| +82% | +$25.7K | ﹤0.01% | 2590 |
|
|
2024
Q2 | $28K | Buy |
3,911
+3,860
| +7,569% | +$27.6K | ﹤0.01% | 2885 |
|
|
2024
Q1 | $1K | Sell |
51
-23
| -31% | -$451 | ﹤0.01% | 4098 |
|
|
2023
Q4 | $1K | Buy |
74
+48
| +185% | +$649 | ﹤0.01% | 3916 |
|
|
2023
Q3 | $0 | Buy |
26
+13
| +100% | – | ﹤0.01% | 4214 |
|
|
2023
Q2 | $0 | Sell |
13
-159
| -92% | – | ﹤0.01% | 4189 |
|
|
2023
Q1 | $2K | Buy |
172
+103
| +149% | +$1.2K | ﹤0.01% | 3624 |
|
|
2022
Q4 | $1K | Buy |
69
+56
| +431% | +$812 | ﹤0.01% | 3704 |
|
|
2022
Q3 | $0 | Sell |
13
-728
| -98% | – | ﹤0.01% | 3928 |
|
|
2022
Q2 | $11K | Buy |
741
+649
| +705% | +$9.63K | ﹤0.01% | 2510 |
|
|
2022
Q1 | $2K | Buy |
92
+87
| +1,740% | +$1.89K | ﹤0.01% | 3135 |
|
|
2021
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 3490 |
|
|
2021
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 2398 |
|
|
2021
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 2398 |
|
|
2020
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 2398 |
|
|
2020
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 2398 |
|
|
2020
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 2398 |
|
|
2020
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 2398 |
|
|
2019
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 2398 |
|
|
2019
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 2398 |
|
|
2019
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 2398 |
|
|
2019
Q1 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 2398 |
|