Carson Wealth (CWM LLC)’s Sprinklr CXM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $76K | Sell |
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|
2025
Q2 | $94K | Buy |
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|
2025
Q1 | $25K | Buy |
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|
2024
Q4 | $22K | Buy |
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|
2024
Q3 | $18K | Sell |
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|
2024
Q2 | $35K | Buy |
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|
2024
Q1 | $21K | Sell |
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|
2023
Q4 | $21K | Sell |
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|
2023
Q3 | $47K | Sell |
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|
2023
Q2 | $66K | Sell |
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|
2023
Q1 | $6.08M | Sell |
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|
2022
Q4 | $4M | Sell |
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|
2022
Q3 | $5.38M | Sell |
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|
2022
Q2 | $6.11M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $12.7M | Buy |
|