Carson Wealth (CWM LLC)’s Charles River Laboratories CRL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $395K | Buy |
2,602
+1,227
| +89% | +$186K | ﹤0.01% | 1701 |
|
|
2025
Q1 | $207K | Buy |
1,375
+27
| +2% | +$4.07K | ﹤0.01% | 1904 |
|
|
2024
Q4 | $249K | Sell |
1,348
-194
| -13% | -$35.8K | ﹤0.01% | 1700 |
|
|
2024
Q3 | $304K | Sell |
1,542
-543
| -26% | -$107K | ﹤0.01% | 1533 |
|
|
2024
Q2 | $431K | Buy |
2,085
+476
| +30% | +$98.4K | ﹤0.01% | 1245 |
|
|
2024
Q1 | $436K | Buy |
1,609
+554
| +53% | +$150K | ﹤0.01% | 1183 |
|
|
2023
Q4 | $249K | Sell |
1,055
-37
| -3% | -$8.73K | ﹤0.01% | 1320 |
|
|
2023
Q3 | $214K | Sell |
1,092
-8
| -0.7% | -$1.57K | ﹤0.01% | 1284 |
|
|
2023
Q2 | $231K | Buy |
1,100
+224
| +26% | +$47K | ﹤0.01% | 1197 |
|
|
2023
Q1 | $177K | Buy |
876
+27
| +3% | +$5.46K | ﹤0.01% | 1237 |
|
|
2022
Q4 | $185K | Buy |
849
+102
| +14% | +$22.2K | ﹤0.01% | 1125 |
|
|
2022
Q3 | $147K | Buy |
747
+1
| +0.1% | +$197 | ﹤0.01% | 1165 |
|
|
2022
Q2 | $160K | Buy |
746
+420
| +129% | +$90.1K | ﹤0.01% | 1133 |
|
|
2022
Q1 | $93K | Buy |
326
+96
| +42% | +$27.4K | ﹤0.01% | 1351 |
|
|
2021
Q4 | $87K | Buy |
+230
| New | +$87K | ﹤0.01% | 1340 |
|
|
2021
Q2 | $56K | Hold |
152
| – | – | ﹤0.01% | 1348 |
|
|
2021
Q1 | $56K | Hold |
152
| – | – | ﹤0.01% | 1348 |
|
|
2020
Q4 | $56K | Hold |
152
| – | – | ﹤0.01% | 1348 |
|
|
2020
Q3 | $56K | Hold |
152
| – | – | ﹤0.01% | 1348 |
|
|
2020
Q2 | $56K | Hold |
152
| – | – | ﹤0.01% | 1348 |
|
|
2020
Q1 | $56K | Hold |
152
| – | – | ﹤0.01% | 1348 |
|
|
2019
Q4 | $56K | Hold |
152
| – | – | ﹤0.01% | 1348 |
|
|
2019
Q3 | $56K | Hold |
152
| – | – | ﹤0.01% | 1348 |
|
|
2019
Q2 | $56K | Hold |
152
| – | – | ﹤0.01% | 1348 |
|
|
2019
Q1 | $56K | Sell |
152
-15
| -9% | -$5.53K | ﹤0.01% | 1348 |
|
|
2018
Q4 | $19K | Buy |
167
+108
| +183% | +$12.3K | ﹤0.01% | 1145 |
|
|
2018
Q3 | $8K | Buy |
59
+4
| +7% | +$542 | ﹤0.01% | 1212 |
|
|
2018
Q2 | $6K | Buy |
+55
| New | +$6K | ﹤0.01% | 1135 |
|
|
2018
Q1 | – | Sell |
-45
| Closed | -$5K | – | 1427 |
|
|
2017
Q4 | $5K | Hold |
45
| – | – | ﹤0.01% | 1076 |
|
|
2017
Q3 | $5K | Buy |
+45
| New | +$5K | ﹤0.01% | 1070 |
|
|
2016
Q4 | – | Sell |
-150
| Closed | -$13K | – | 1109 |
|
|
2016
Q3 | $13K | Buy |
+150
| New | +$13K | ﹤0.01% | 630 |
|