Carson Wealth (CWM LLC)’s CSG Systems International CSGS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.06M Sell
16,169
-555
-3% -$36.2K ﹤0.01% 1220
2025
Q1
$1.01M Sell
16,724
-2,126
-11% -$129K ﹤0.01% 1118
2024
Q4
$963K Sell
18,850
-741
-4% -$37.9K ﹤0.01% 1104
2024
Q3
$953K Buy
19,591
+1,270
+7% +$61.8K ﹤0.01% 1065
2024
Q2
$754K Sell
18,321
-423
-2% -$17.4K ﹤0.01% 1040
2024
Q1
$966K Sell
18,744
-1,821
-9% -$93.8K ﹤0.01% 867
2023
Q4
$1.09M Sell
20,565
-1,478
-7% -$78.6K 0.01% 769
2023
Q3
$1.13M Sell
22,043
-1,663
-7% -$85K 0.01% 692
2023
Q2
$1.25M Sell
23,706
-1,092
-4% -$57.6K 0.01% 630
2023
Q1
$1.33M Sell
24,798
-423
-2% -$22.7K 0.01% 573
2022
Q4
$1.44M Sell
25,221
-185
-0.7% -$10.6K 0.01% 507
2022
Q3
$1.34M Sell
25,406
-909
-3% -$48.1K 0.01% 483
2022
Q2
$1.57M Sell
26,315
-2,746
-9% -$164K 0.01% 444
2022
Q1
$1.85M Sell
29,061
-6,320
-18% -$402K 0.01% 418
2021
Q4
$2.04M Buy
+35,381
New +$2.04M 0.01% 425
2021
Q2
$1.88M Hold
39,763
0.02% 440
2021
Q1
$1.88M Hold
39,763
0.02% 440
2020
Q4
$1.88M Hold
39,763
0.02% 440
2020
Q3
$1.88M Hold
39,763
0.02% 440
2020
Q2
$1.88M Hold
39,763
0.02% 440
2020
Q1
$1.88M Hold
39,763
0.02% 440
2019
Q4
$1.88M Hold
39,763
0.02% 440
2019
Q3
$1.88M Hold
39,763
0.02% 440
2019
Q2
$1.88M Hold
39,763
0.02% 440
2019
Q1
$1.88M Buy
+39,763
New +$1.88M 0.02% 440
2018
Q4
Sell
-12
Closed 2104
2018
Q3
$0 Sell
12
-1
-8% ﹤0.01% 1853
2018
Q2
$1K Buy
13
+1
+8% +$77 ﹤0.01% 1493
2018
Q1
$1K Hold
12
﹤0.01% 1256
2017
Q4
$1K Hold
12
﹤0.01% 1338
2017
Q3
$0 Hold
12
﹤0.01% 1477
2017
Q2
$0 Hold
12
﹤0.01% 1213
2017
Q1
$0 Buy
+12
New ﹤0.01% 1196