Carson Wealth (CWM LLC)’s Cushman & Wakefield CWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $145K | Buy |
13,108
+6,905
| +111% | +$76.4K | ﹤0.01% | 2422 |
|
|
2025
Q1 | $63K | Sell |
6,203
-2,953
| -32% | -$30K | ﹤0.01% | 2775 |
|
|
2024
Q4 | $120K | Sell |
9,156
-11
| -0.1% | -$144 | ﹤0.01% | 2161 |
|
|
2024
Q3 | $125K | Buy |
9,167
+3,699
| +68% | +$50.4K | ﹤0.01% | 2049 |
|
|
2024
Q2 | $57K | Buy |
5,468
+2,080
| +61% | +$21.7K | ﹤0.01% | 2381 |
|
|
2024
Q1 | $35K | Buy |
3,388
+320
| +10% | +$3.31K | ﹤0.01% | 2532 |
|
|
2023
Q4 | $33K | Sell |
3,068
-1,621
| -35% | -$17.4K | ﹤0.01% | 2430 |
|
|
2023
Q3 | $36K | Sell |
4,689
-493
| -10% | -$3.79K | ﹤0.01% | 2281 |
|
|
2023
Q2 | $42K | Buy |
5,182
+3,338
| +181% | +$27.1K | ﹤0.01% | 2101 |
|
|
2023
Q1 | $19K | Buy |
1,844
+1,096
| +147% | +$11.3K | ﹤0.01% | 2536 |
|
|
2022
Q4 | $9K | Buy |
748
+160
| +27% | +$1.93K | ﹤0.01% | 2837 |
|
|
2022
Q3 | $7K | Sell |
588
-970
| -62% | -$11.5K | ﹤0.01% | 2883 |
|
|
2022
Q2 | $24K | Buy |
1,558
+1,454
| +1,398% | +$22.4K | ﹤0.01% | 2000 |
|
|
2022
Q1 | $2K | Buy |
+104
| New | +$2K | ﹤0.01% | 3138 |
|
|
2019
Q1 | – | Sell |
-175
| Closed | -$3K | – | 2952 |
|
|
2018
Q4 | $3K | Buy |
+175
| New | +$3K | ﹤0.01% | 1644 |
|