Carson Wealth (CWM LLC)’s Cerence CRNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Sell |
24,366
-2,298
| -9% | -$23.5K | ﹤0.01% | 1987 |
|
|
2025
Q1 | $211K | Buy |
26,664
+3,730
| +16% | +$29.5K | ﹤0.01% | 1887 |
|
|
2024
Q4 | $180K | Buy |
22,934
+1,757
| +8% | +$13.8K | ﹤0.01% | 1890 |
|
|
2024
Q3 | $67K | Buy |
21,177
+20,840
| +6,184% | +$65.9K | ﹤0.01% | 2464 |
|
|
2024
Q2 | $1K | Sell |
337
-63
| -16% | -$187 | ﹤0.01% | 4343 |
|
|
2024
Q1 | $6K | Sell |
400
-367
| -48% | -$5.51K | ﹤0.01% | 3562 |
|
|
2023
Q4 | $15K | Sell |
767
-459
| -37% | -$8.98K | ﹤0.01% | 2932 |
|
|
2023
Q3 | $25K | Buy |
1,226
+632
| +106% | +$12.9K | ﹤0.01% | 2517 |
|
|
2023
Q2 | $17K | Buy |
594
+37
| +7% | +$1.06K | ﹤0.01% | 2735 |
|
|
2023
Q1 | $16K | Sell |
557
-63
| -10% | -$1.81K | ﹤0.01% | 2638 |
|
|
2022
Q4 | $11K | Buy |
620
+106
| +21% | +$1.88K | ﹤0.01% | 2736 |
|
|
2022
Q3 | $8K | Buy |
514
+247
| +93% | +$3.84K | ﹤0.01% | 2800 |
|
|
2022
Q2 | $7K | Sell |
267
-27
| -9% | -$708 | ﹤0.01% | 2783 |
|
|
2022
Q1 | $11K | Buy |
294
+10
| +4% | +$374 | ﹤0.01% | 2402 |
|
|
2021
Q4 | $22K | Buy |
+284
| New | +$22K | ﹤0.01% | 1934 |
|
|
2021
Q2 | $43K | Hold |
400
| – | – | ﹤0.01% | 1450 |
|
|
2021
Q1 | $43K | Hold |
400
| – | – | ﹤0.01% | 1450 |
|
|
2020
Q4 | $43K | Hold |
400
| – | – | ﹤0.01% | 1450 |
|
|
2020
Q3 | $43K | Hold |
400
| – | – | ﹤0.01% | 1450 |
|
|
2020
Q2 | $43K | Hold |
400
| – | – | ﹤0.01% | 1450 |
|
|
2020
Q1 | $43K | Hold |
400
| – | – | ﹤0.01% | 1450 |
|
|
2019
Q4 | $43K | Hold |
400
| – | – | ﹤0.01% | 1450 |
|
|
2019
Q3 | $43K | Hold |
400
| – | – | ﹤0.01% | 1450 |
|
|
2019
Q2 | $43K | Hold |
400
| – | – | ﹤0.01% | 1450 |
|
|
2019
Q1 | $43K | Buy |
+400
| New | +$43K | ﹤0.01% | 1450 |
|