Carson Wealth (CWM LLC)’s Coupang CPNG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$2.7M Sell
2025
Q3
$4.95M Sell
2025
Q2
$5.07M Buy
2025
Q1
$3.17M Sell
2024
Q4
$3.54M Sell
2024
Q3
$4.36M Buy
2024
Q2
$2.83M Buy
2024
Q1
$2.35M Sell
2023
Q4
$2.15M Buy
2023
Q3
$2.12M Buy
2023
Q2
$2.14M Buy
2023
Q1
$1.96M Buy
2022
Q4
$1.8M Buy
2022
Q3
$2.04M Buy
2022
Q2
$1.55M Buy
2022
Q1
$2.1M Buy
2021
Q4
$435K Buy
2021
Q2
$284K Hold
2021
Q1
$284K Buy