Carson Wealth (CWM LLC)’s CorVel CRVL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $199K | Sell |
1,940
-6
| -0.3% | -$615 | ﹤0.01% | 2172 |
|
|
2025
Q1 | $218K | Buy |
1,946
+42
| +2% | +$4.71K | ﹤0.01% | 1865 |
|
|
2024
Q4 | $212K | Buy |
1,904
+884
| +87% | +$98.4K | ﹤0.01% | 1790 |
|
|
2024
Q3 | $111K | Buy |
1,020
+57
| +6% | +$6.2K | ﹤0.01% | 2136 |
|
|
2024
Q2 | $82K | Buy |
963
+12
| +1% | +$1.02K | ﹤0.01% | 2108 |
|
|
2024
Q1 | $83K | Buy |
951
+3
| +0.3% | +$262 | ﹤0.01% | 1989 |
|
|
2023
Q4 | $78K | Sell |
948
-30
| -3% | -$2.47K | ﹤0.01% | 1895 |
|
|
2023
Q3 | $64K | Sell |
978
-168
| -15% | -$11K | ﹤0.01% | 1915 |
|
|
2023
Q2 | $74K | Buy |
1,146
+87
| +8% | +$5.62K | ﹤0.01% | 1729 |
|
|
2023
Q1 | $67K | Hold |
1,059
| – | – | ﹤0.01% | 1708 |
|
|
2022
Q4 | $51K | Sell |
1,059
-966
| -48% | -$46.5K | ﹤0.01% | 1714 |
|
|
2022
Q3 | $93K | Buy |
2,025
+951
| +89% | +$43.7K | ﹤0.01% | 1366 |
|
|
2022
Q2 | $53K | Sell |
1,074
-27
| -2% | -$1.33K | ﹤0.01% | 1602 |
|
|
2022
Q1 | $62K | Buy |
1,101
+27
| +3% | +$1.52K | ﹤0.01% | 1509 |
|
|
2021
Q4 | $74K | Buy |
+1,074
| New | +$74K | ﹤0.01% | 1419 |
|
|
2021
Q2 | $48K | Hold |
1,074
| – | – | ﹤0.01% | 1415 |
|
|
2021
Q1 | $48K | Hold |
1,074
| – | – | ﹤0.01% | 1415 |
|
|
2020
Q4 | $48K | Hold |
1,074
| – | – | ﹤0.01% | 1415 |
|
|
2020
Q3 | $48K | Hold |
1,074
| – | – | ﹤0.01% | 1415 |
|
|
2020
Q2 | $48K | Hold |
1,074
| – | – | ﹤0.01% | 1415 |
|
|
2020
Q1 | $48K | Hold |
1,074
| – | – | ﹤0.01% | 1415 |
|
|
2019
Q4 | $48K | Hold |
1,074
| – | – | ﹤0.01% | 1415 |
|
|
2019
Q3 | $48K | Hold |
1,074
| – | – | ﹤0.01% | 1415 |
|
|
2019
Q2 | $48K | Hold |
1,074
| – | – | ﹤0.01% | 1415 |
|
|
2019
Q1 | $48K | Buy |
+1,074
| New | +$48K | ﹤0.01% | 1415 |
|