Carson Wealth (CWM LLC)’s Crawford & Co Class A CRD.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10K | Buy |
921
+13
| +1% | +$141 | ﹤0.01% | 4273 |
|
|
2025
Q1 | $10K | Buy |
908
+238
| +36% | +$2.62K | ﹤0.01% | 4088 |
|
|
2024
Q4 | $8K | Buy |
670
+95
| +17% | +$1.13K | ﹤0.01% | 3977 |
|
|
2024
Q3 | $6K | Buy |
575
+106
| +23% | +$1.11K | ﹤0.01% | 3992 |
|
|
2024
Q2 | $4K | Buy |
469
+167
| +55% | +$1.42K | ﹤0.01% | 3936 |
|
|
2024
Q1 | $3K | Buy |
302
+138
| +84% | +$1.37K | ﹤0.01% | 3823 |
|
|
2023
Q4 | $2K | Hold |
164
| – | – | ﹤0.01% | 3788 |
|
|
2023
Q3 | $2K | Hold |
164
| – | – | ﹤0.01% | 3771 |
|
|
2023
Q2 | $2K | Hold |
164
| – | – | ﹤0.01% | 3761 |
|
|
2023
Q1 | $1K | Buy |
164
+28
| +21% | +$171 | ﹤0.01% | 3786 |
|
|
2022
Q4 | $1K | Buy |
136
+83
| +157% | +$610 | ﹤0.01% | 3708 |
|
|
2022
Q3 | $0 | Sell |
53
-1,252
| -96% | – | ﹤0.01% | 3930 |
|
|
2022
Q2 | $10K | Sell |
1,305
-217
| -14% | -$1.66K | ﹤0.01% | 2567 |
|
|
2022
Q1 | $12K | Buy |
+1,522
| New | +$12K | ﹤0.01% | 2355 |
|