Carson Wealth (CWM LLC)’s Cousins Properties CUZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73K | Sell |
2,426
-720
| -23% | -$21.7K | ﹤0.01% | 2971 |
|
|
2025
Q1 | $93K | Sell |
3,146
-1,184
| -27% | -$35K | ﹤0.01% | 2480 |
|
|
2024
Q4 | $133K | Buy |
4,330
+32
| +0.7% | +$983 | ﹤0.01% | 2089 |
|
|
2024
Q3 | $127K | Buy |
4,298
+1,836
| +75% | +$54.3K | ﹤0.01% | 2037 |
|
|
2024
Q2 | $57K | Buy |
2,462
+133
| +6% | +$3.08K | ﹤0.01% | 2380 |
|
|
2024
Q1 | $56K | Buy |
2,329
+111
| +5% | +$2.67K | ﹤0.01% | 2218 |
|
|
2023
Q4 | $54K | Buy |
2,218
+246
| +12% | +$5.99K | ﹤0.01% | 2121 |
|
|
2023
Q3 | $40K | Buy |
1,972
+19
| +1% | +$385 | ﹤0.01% | 2200 |
|
|
2023
Q2 | $45K | Sell |
1,953
-1,067
| -35% | -$24.6K | ﹤0.01% | 2066 |
|
|
2023
Q1 | $65K | Buy |
3,020
+463
| +18% | +$9.97K | ﹤0.01% | 1722 |
|
|
2022
Q4 | $65K | Buy |
2,557
+1,272
| +99% | +$32.3K | ﹤0.01% | 1584 |
|
|
2022
Q3 | $30K | Buy |
1,285
+1,056
| +461% | +$24.7K | ﹤0.01% | 1955 |
|
|
2022
Q2 | $7K | Buy |
229
+223
| +3,717% | +$6.82K | ﹤0.01% | 2787 |
|
|
2022
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 3552 |
|
|
2021
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 3493 |
|
|
2021
Q2 | $8K | Hold |
225
| – | – | ﹤0.01% | 2174 |
|
|
2021
Q1 | $8K | Hold |
225
| – | – | ﹤0.01% | 2174 |
|
|
2020
Q4 | $8K | Hold |
225
| – | – | ﹤0.01% | 2174 |
|
|
2020
Q3 | $8K | Hold |
225
| – | – | ﹤0.01% | 2174 |
|
|
2020
Q2 | $8K | Hold |
225
| – | – | ﹤0.01% | 2174 |
|
|
2020
Q1 | $8K | Hold |
225
| – | – | ﹤0.01% | 2174 |
|
|
2019
Q4 | $8K | Hold |
225
| – | – | ﹤0.01% | 2174 |
|
|
2019
Q3 | $8K | Hold |
225
| – | – | ﹤0.01% | 2174 |
|
|
2019
Q2 | $8K | Buy |
225
+169
| +302% | +$6.01K | ﹤0.01% | 2174 |
|
|
2019
Q1 | $8K | Buy |
+56
| New | +$8K | ﹤0.01% | 2174 |
|
|
2018
Q3 | – | Sell |
-27
| Closed | -$1K | – | 1855 |
|
|
2018
Q2 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 1495 |
|
|
2018
Q1 | – | Sell |
-361
| Closed | -$13K | – | 1429 |
|
|
2017
Q4 | $13K | Sell |
361
-86
| -19% | -$3.1K | ﹤0.01% | 806 |
|
|
2017
Q3 | $17K | Buy |
+447
| New | +$17K | ﹤0.01% | 742 |
|