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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$43K Sell
6,408
-44
-0.7% -$295 ﹤0.01% 3389
2025
Q1
$33K Sell
6,452
-1,299
-17% -$6.64K ﹤0.01% 3305
2024
Q4
$44K Sell
7,751
-4,275
-36% -$24.3K ﹤0.01% 2890
2024
Q3
$83K Buy
12,026
+2,322
+24% +$16K ﹤0.01% 2314
2024
Q2
$58K Buy
9,704
+5,835
+151% +$34.9K ﹤0.01% 2360
2024
Q1
$18K Buy
3,869
+3,841
+13,718% +$17.9K ﹤0.01% 2961
2023
Q4
$0 Buy
+28
New ﹤0.01% 4180
2022
Q1
Sell
-800
Closed -$18K 3546
2021
Q4
$18K Buy
+800
New +$18K ﹤0.01% 2039