Carson Wealth (CWM LLC)’s Cricut CRCT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$54.1K Sell
14,468
-19,320
-57% -$84.7K ﹤0.01% 3765
2025
Q4
$167K Buy
33,788
+977
+3% +$4.99K ﹤0.01% 2709
2025
Q3
$206K Buy
32,811
+26,403
+412% +$155K ﹤0.01% 2420
2025
Q2
$43K Sell
6,408
-44
-0.7% -$251 ﹤0.01% 3391
2025
Q1
$33K Sell
6,452
-1,299
-17% -$7.24K ﹤0.01% 3308
2024
Q4
$44K Sell
7,751
-4,275
-36% -$25.7K ﹤0.01% 2892
2024
Q3
$83K Buy
12,026
+2,322
+24% +$13.9K ﹤0.01% 2316
2024
Q2
$58K Buy
9,704
+5,835
+151% +$35K ﹤0.01% 2362
2024
Q1
$18K Buy
3,869
+3,841
+13,718% +$20.5K ﹤0.01% 2963
2023
Q4
$0 Buy
+28
New +$215 ﹤0.01% 4187
2022
Q1
Sell
-800
Closed -$18K 3565
2021
Q4
$18K Buy
+800
New +$20.3K ﹤0.01% 2043

Other funds holding CRCT