Carson Wealth (CWM LLC)’s CyberArk CYBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $157K | Buy |
387
+165
| +74% | +$66.9K | ﹤0.01% | 2371 |
|
|
2025
Q1 | $75K | Buy |
222
+132
| +147% | +$44.6K | ﹤0.01% | 2654 |
|
|
2024
Q4 | $30K | Buy |
90
+5
| +6% | +$1.67K | ﹤0.01% | 3166 |
|
|
2024
Q3 | $25K | Buy |
85
+9
| +12% | +$2.65K | ﹤0.01% | 3215 |
|
|
2024
Q2 | $21K | Sell |
76
-106
| -58% | -$29.3K | ﹤0.01% | 3069 |
|
|
2024
Q1 | $48K | Buy |
182
+33
| +22% | +$8.7K | ﹤0.01% | 2312 |
|
|
2023
Q4 | $33K | Sell |
149
-22
| -13% | -$4.87K | ﹤0.01% | 2431 |
|
|
2023
Q3 | $28K | Buy |
171
+26
| +18% | +$4.26K | ﹤0.01% | 2447 |
|
|
2023
Q2 | $23K | Sell |
145
-2
| -1% | -$317 | ﹤0.01% | 2534 |
|
|
2023
Q1 | $22K | Sell |
147
-25
| -15% | -$3.74K | ﹤0.01% | 2425 |
|
|
2022
Q4 | $22K | Sell |
172
-3
| -2% | -$384 | ﹤0.01% | 2285 |
|
|
2022
Q3 | $26K | Buy |
175
+13
| +8% | +$1.93K | ﹤0.01% | 2045 |
|
|
2022
Q2 | $21K | Buy |
162
+60
| +59% | +$7.78K | ﹤0.01% | 2068 |
|
|
2022
Q1 | $17K | Buy |
102
+2
| +2% | +$333 | ﹤0.01% | 2164 |
|
|
2021
Q4 | $17K | Buy |
+100
| New | +$17K | ﹤0.01% | 2061 |
|
|
2021
Q2 | $13K | Hold |
100
| – | – | ﹤0.01% | 1979 |
|
|
2021
Q1 | $13K | Hold |
100
| – | – | ﹤0.01% | 1979 |
|
|
2020
Q4 | $13K | Hold |
100
| – | – | ﹤0.01% | 1979 |
|
|
2020
Q3 | $13K | Hold |
100
| – | – | ﹤0.01% | 1979 |
|
|
2020
Q2 | $13K | Hold |
100
| – | – | ﹤0.01% | 1979 |
|
|
2020
Q1 | $13K | Hold |
100
| – | – | ﹤0.01% | 1979 |
|
|
2019
Q4 | $13K | Hold |
100
| – | – | ﹤0.01% | 1979 |
|
|
2019
Q3 | $13K | Hold |
100
| – | – | ﹤0.01% | 1979 |
|
|
2019
Q2 | $13K | Hold |
100
| – | – | ﹤0.01% | 1979 |
|
|
2019
Q1 | $13K | Sell |
100
-3,000
| -97% | -$390K | ﹤0.01% | 1979 |
|
|
2018
Q4 | $230K | Hold |
3,100
| – | – | 0.01% | 571 |
|
|
2018
Q3 | $248K | Buy |
+3,100
| New | +$248K | 0.01% | 484 |
|