Carson Wealth (CWM LLC)’s Sprinklr CXM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $94K | Buy |
11,118
+8,085
| +267% | +$68.4K | ﹤0.01% | 2778 |
|
|
2025
Q1 | $25K | Buy |
3,033
+487
| +19% | +$4.01K | ﹤0.01% | 3505 |
|
|
2024
Q4 | $22K | Buy |
2,546
+213
| +9% | +$1.84K | ﹤0.01% | 3368 |
|
|
2024
Q3 | $18K | Sell |
2,333
-1,287
| -36% | -$9.93K | ﹤0.01% | 3420 |
|
|
2024
Q2 | $35K | Buy |
3,620
+1,904
| +111% | +$18.4K | ﹤0.01% | 2714 |
|
|
2024
Q1 | $21K | Sell |
1,716
-50
| -3% | -$612 | ﹤0.01% | 2860 |
|
|
2023
Q4 | $21K | Sell |
1,766
-1,665
| -49% | -$19.8K | ﹤0.01% | 2734 |
|
|
2023
Q3 | $47K | Sell |
3,431
-1,329
| -28% | -$18.2K | ﹤0.01% | 2099 |
|
|
2023
Q2 | $66K | Sell |
4,760
-464,401
| -99% | -$6.44M | ﹤0.01% | 1799 |
|
|
2023
Q1 | $6.08M | Sell |
469,161
-20,676
| -4% | -$268K | 0.04% | 286 |
|
|
2022
Q4 | $4M | Sell |
489,837
-93,118
| -16% | -$761K | 0.03% | 339 |
|
|
2022
Q3 | $5.38M | Sell |
582,955
-21,137
| -3% | -$195K | 0.04% | 269 |
|
|
2022
Q2 | $6.11M | Buy |
+604,092
| New | +$6.11M | 0.05% | 262 |
|
|
2022
Q1 | – | Sell |
-800,380
| Closed | -$12.7M | – | 3554 |
|
|
2021
Q4 | $12.7M | Buy |
+800,380
| New | +$12.7M | 0.09% | 189 |
|