Carson Wealth (CWM LLC)’s Carter's CRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $597K | Buy |
16,703
+455
| +3% | +$16.5K | ﹤0.01% | 1886 |
|
|
2025
Q4 | $527K | Sell |
16,248
-1,469
| -8% | -$45.9K | ﹤0.01% | 1884 |
|
|
2025
Q3 | $500K | Sell |
17,717
-735
| -4% | -$21.1K | ﹤0.01% | 1800 |
|
|
2025
Q2 | $556K | Buy |
18,452
+8,768
| +91% | +$297K | ﹤0.01% | 1542 |
|
|
2025
Q1 | $396K | Sell |
9,684
-10,999
| -53% | -$529K | ﹤0.01% | 1551 |
|
|
2024
Q4 | $1.12M | Buy |
20,683
+13,195
| +176% | +$756K | ﹤0.01% | 1019 |
|
|
2024
Q3 | $487K | Buy |
7,488
+6,893
| +1,158% | +$443K | ﹤0.01% | 1323 |
|
|
2024
Q2 | $37K | Buy |
595
+483
| +431% | +$33.5K | ﹤0.01% | 2669 |
|
|
2024
Q1 | $9K | Buy |
112
+34
| +44% | +$2.7K | ﹤0.01% | 3383 |
|
|
2023
Q4 | $6K | Hold |
78
| – | – | ﹤0.01% | 3406 |
|
|
2023
Q3 | $5K | Hold |
78
| – | – | ﹤0.01% | 3433 |
|
|
2023
Q2 | $6K | Sell |
78
-95
| -55% | -$6.42K | ﹤0.01% | 3332 |
|
|
2023
Q1 | $12K | Sell |
173
-13
| -7% | -$995 | ﹤0.01% | 2840 |
|
|
2022
Q4 | $14K | Sell |
186
-78
| -30% | -$5.59K | ﹤0.01% | 2600 |
|
|
2022
Q3 | $17K | Buy |
264
+81
| +44% | +$6.2K | ﹤0.01% | 2323 |
|
|
2022
Q2 | $13K | Buy |
183
+58
| +46% | +$4.67K | ﹤0.01% | 2409 |
|
|
2022
Q1 | $11K | Buy |
125
+1
| +0.8% | +$94 | ﹤0.01% | 2405 |
|
|
2021
Q4 | $13K | Buy |
+124
| New | +$12.6K | ﹤0.01% | 2193 |
|
|
2021
Q2 | $13K | Hold |
122
| – | – | ﹤0.01% | 1980 |
|
|
2021
Q1 | $13K | Hold |
122
| – | – | ﹤0.01% | 1980 |
|
|
2020
Q4 | $13K | Hold |
122
| – | – | ﹤0.01% | 1980 |
|
|
2020
Q3 | $13K | Hold |
122
| – | – | ﹤0.01% | 1980 |
|
|
2020
Q2 | $13K | Hold |
122
| – | – | ﹤0.01% | 1980 |
|
|
2020
Q1 | $13K | Hold |
122
| – | – | ﹤0.01% | 1980 |
|
|
2019
Q4 | $13K | Hold |
122
| – | – | ﹤0.01% | 1980 |
|
|
2019
Q3 | $13K | Hold |
122
| – | – | ﹤0.01% | 1980 |
|
|
2019
Q2 | $13K | Hold |
122
| – | – | ﹤0.01% | 1980 |
|
|
2019
Q1 | $13K | Sell |
122
-41,071
| -100% | -$3.66M | ﹤0.01% | 1980 |
|
|
2018
Q4 | $3.36M | Buy |
41,193
+35,069
| +573% | +$3.19M | 0.08% | 206 |
|
|
2018
Q3 | $604K | Buy |
6,124
+6,040
| +7,190% | +$638K | 0.02% | 367 |
|
|
2018
Q2 | $9K | Buy |
+84
| New | +$9.03K | ﹤0.01% | 1026 |
|
Other funds holding CRI
VPM
RI
VCM
