Carson Wealth (CWM LLC)’s Curtiss-Wright CW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.54M | Buy |
5,207
+3,298
| +173% | +$1.61M | 0.01% | 861 |
|
|
2025
Q1 | $606K | Buy |
1,909
+448
| +31% | +$142K | ﹤0.01% | 1380 |
|
|
2024
Q4 | $518K | Buy |
1,461
+233
| +19% | +$82.6K | ﹤0.01% | 1361 |
|
|
2024
Q3 | $404K | Buy |
1,228
+563
| +85% | +$185K | ﹤0.01% | 1406 |
|
|
2024
Q2 | $180K | Sell |
665
-88
| -12% | -$23.8K | ﹤0.01% | 1634 |
|
|
2024
Q1 | $193K | Buy |
753
+9
| +1% | +$2.31K | ﹤0.01% | 1531 |
|
|
2023
Q4 | $166K | Buy |
744
+282
| +61% | +$62.9K | ﹤0.01% | 1499 |
|
|
2023
Q3 | $90K | Sell |
462
-19
| -4% | -$3.7K | ﹤0.01% | 1697 |
|
|
2023
Q2 | $88K | Buy |
481
+15
| +3% | +$2.74K | ﹤0.01% | 1631 |
|
|
2023
Q1 | $82K | Buy |
466
+58
| +14% | +$10.2K | ﹤0.01% | 1587 |
|
|
2022
Q4 | $68K | Sell |
408
-184
| -31% | -$30.7K | ﹤0.01% | 1564 |
|
|
2022
Q3 | $82K | Sell |
592
-26
| -4% | -$3.6K | ﹤0.01% | 1421 |
|
|
2022
Q2 | $82K | Sell |
618
-71
| -10% | -$9.42K | ﹤0.01% | 1388 |
|
|
2022
Q1 | $103K | Buy |
689
+5
| +0.7% | +$747 | ﹤0.01% | 1314 |
|
|
2021
Q4 | $95K | Buy |
+684
| New | +$95K | ﹤0.01% | 1312 |
|