Carson Wealth (CWM LLC)
DISH

Carson Wealth (CWM LLC)’s DISH Network Corp. DISH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DISH Stock Details DISH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,730
Closed -$22K – 4896
2023
Q4 		$22K Sell
3,730
-6,555
-64% -$29.4K ﹤0.01% 2729
2023
Q3 		$60K Sell
10,285
-6,242
-38% -$42.5K ﹤0.01% 1961
2023
Q2 		$109K Buy
16,527
+10,733
+185% +$76K ﹤0.01% 1526
2023
Q1 		$54K Buy
5,794
+1,266
+28% +$16K ﹤0.01% 1832
2022
Q4 		$64K Buy
4,528
+1,135
+33% +$16.8K ﹤0.01% 1606
2022
Q3 		$47K Buy
3,393
+1,856
+121% +$32.8K ﹤0.01% 1695
2022
Q2 		$28K Sell
1,537
-1,183
-43% -$28.7K ﹤0.01% 1936
2022
Q1 		$86K Buy
2,720
+1,972
+264% +$62.4K ﹤0.01% 1391
2021
Q4 		$24K Buy
+748
New +$27.9K ﹤0.01% 1907
2021
Q2 		$6K Hold
147
– – ﹤0.01% 2329
2021
Q1 		$6K Hold
147
– – ﹤0.01% 2328
2020
Q4 		$6K Hold
147
– – ﹤0.01% 2327
2020
Q3 		$6K Hold
147
– – ﹤0.01% 2327
2020
Q2 		$6K Hold
147
– – ﹤0.01% 2327
2020
Q1 		$6K Hold
147
– – ﹤0.01% 2327
2019
Q4 		$6K Hold
147
– – ﹤0.01% 2327
2019
Q3 		$6K Hold
147
– – ﹤0.01% 2326
2019
Q2 		$6K Hold
147
– – ﹤0.01% 2326
2019
Q1 		$6K Buy
147
+126
+600% +$3.86K ﹤0.01% 2325
2018
Q4 		$1K Buy
21
+2
+11% +$63 ﹤0.01% 2063
2018
Q3 		$1K Buy
+19
New +$652 ﹤0.01% 1815
2018
Q2 		– Sell
-10
Closed – – 1842
2018
Q1 		$0 Buy
+10
New +$440 ﹤0.01% 1639
2016
Q3 		– Sell
-200
Closed -$10K – 1127
2016
Q2 		$10K Hold
200
– – ﹤0.01% 556
2016
Q1 		$9K Hold
200
– – ﹤0.01% 547
2015
Q4 		$11K Hold
200
– – ﹤0.01% 461
2015
Q3 		$12K Buy
+200
New +$12.7K ﹤0.01% 439
2014
Q1 		– Sell
-407
Closed -$24K – 631
2013
Q4 		$24K Buy
407
+12
+3% +$614 ﹤0.01% 352
2013
Q3 		$18K Buy
+395
New +$17.8K ﹤0.01% 280

Other funds holding DISH

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DISH Position: Q1 2024 in Review

Carson Wealth (CWM LLC) sold out of DISH Network Corp. (DISH) in Q1 2024, closing a stake of 3,730 shares — an estimated $22K sold.

Carson Wealth (CWM LLC) first reported a position in DISH in Q3 2013 and held it in 28 quarters. The position peaked at $109K in Q2 2023. 2 funds tracked by Wall St. Rank hold DISH as of Q1 2024.

  • Carson Wealth (CWM LLC) reported no remaining DISH Network Corp. position as of Q1 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 3,730 DISH Network Corp. shares in Q1 2024, an estimated $22K.
  • Carson Wealth (CWM LLC) first reported a position in DISH Network Corp. in Q3 2013 and held it in 28 quarters.
  • Carson Wealth (CWM LLC)'s DISH Network Corp. position peaked at $109K in Q2 2023.
  • 2 funds tracked by Wall St. Rank held DISH Network Corp. as of Q1 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2024, filed 5 Apr 2024.