Carson Wealth (CWM LLC)’s Coupang CPNG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.07M | Buy |
169,346
+24,638
| +17% | +$738K | 0.02% | 581 |
|
|
2025
Q1 | $3.17M | Sell |
144,708
-16,463
| -10% | -$361K | 0.01% | 658 |
|
|
2024
Q4 | $3.54M | Sell |
161,171
-16,572
| -9% | -$364K | 0.01% | 564 |
|
|
2024
Q3 | $4.36M | Buy |
177,743
+42,899
| +32% | +$1.05M | 0.02% | 470 |
|
|
2024
Q2 | $2.83M | Buy |
134,844
+2,481
| +2% | +$52K | 0.01% | 552 |
|
|
2024
Q1 | $2.36M | Sell |
132,363
-180
| -0.1% | -$3.2K | 0.01% | 582 |
|
|
2023
Q4 | $2.15M | Buy |
132,543
+8,150
| +7% | +$132K | 0.01% | 563 |
|
|
2023
Q3 | $2.12M | Buy |
124,393
+1,478
| +1% | +$25.1K | 0.01% | 532 |
|
|
2023
Q2 | $2.14M | Buy |
122,915
+234
| +0.2% | +$4.07K | 0.01% | 502 |
|
|
2023
Q1 | $1.96M | Buy |
122,681
+399
| +0.3% | +$6.38K | 0.01% | 481 |
|
|
2022
Q4 | $1.8M | Buy |
122,282
+111
| +0.1% | +$1.63K | 0.01% | 464 |
|
|
2022
Q3 | $2.04M | Buy |
122,171
+923
| +0.8% | +$15.4K | 0.02% | 416 |
|
|
2022
Q2 | $1.55M | Buy |
121,248
+2,633
| +2% | +$33.6K | 0.01% | 447 |
|
|
2022
Q1 | $2.1M | Buy |
118,615
+103,801
| +701% | +$1.84M | 0.01% | 405 |
|
|
2021
Q4 | $435K | Buy |
+14,814
| New | +$435K | ﹤0.01% | 763 |
|
|
2021
Q2 | $284K | Hold |
6,794
| – | – | ﹤0.01% | 796 |
|
|
2021
Q1 | $284K | Hold |
6,794
| – | – | ﹤0.01% | 796 |
|
|
2020
Q4 | $284K | Hold |
6,794
| – | – | ﹤0.01% | 796 |
|
|
2020
Q3 | $284K | Hold |
6,794
| – | – | ﹤0.01% | 796 |
|
|
2020
Q2 | $284K | Hold |
6,794
| – | – | ﹤0.01% | 796 |
|
|
2020
Q1 | $284K | Hold |
6,794
| – | – | ﹤0.01% | 796 |
|
|
2019
Q4 | $284K | Hold |
6,794
| – | – | ﹤0.01% | 796 |
|
|
2019
Q3 | $284K | Hold |
6,794
| – | – | ﹤0.01% | 796 |
|
|
2019
Q2 | $284K | Hold |
6,794
| – | – | ﹤0.01% | 796 |
|
|
2019
Q1 | $284K | Buy |
+6,794
| New | +$284K | ﹤0.01% | 796 |
|