Carson Wealth (CWM LLC)’s Driven Brands DRVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $187K | Sell |
10,662
-291
| -3% | -$5.1K | ﹤0.01% | 2226 |
|
|
2025
Q1 | $188K | Buy |
10,953
+103
| +0.9% | +$1.77K | ﹤0.01% | 1957 |
|
|
2024
Q4 | $175K | Buy |
10,850
+124
| +1% | +$2K | ﹤0.01% | 1909 |
|
|
2024
Q3 | $153K | Sell |
10,726
-888
| -8% | -$12.7K | ﹤0.01% | 1911 |
|
|
2024
Q2 | $148K | Sell |
11,614
-709
| -6% | -$9.04K | ﹤0.01% | 1742 |
|
|
2024
Q1 | $195K | Sell |
12,323
-3,163
| -20% | -$50.1K | ﹤0.01% | 1523 |
|
|
2023
Q4 | $221K | Buy |
15,486
+2,226
| +17% | +$31.8K | ﹤0.01% | 1380 |
|
|
2023
Q3 | $167K | Sell |
13,260
-194,370
| -94% | -$2.45M | ﹤0.01% | 1379 |
|
|
2023
Q2 | $5.62M | Sell |
207,630
-15,606
| -7% | -$422K | 0.03% | 322 |
|
|
2023
Q1 | $6.77M | Sell |
223,236
-14,134
| -6% | -$428K | 0.05% | 272 |
|
|
2022
Q4 | $6.48M | Sell |
237,370
-63,848
| -21% | -$1.74M | 0.05% | 264 |
|
|
2022
Q3 | $8.43M | Sell |
301,218
-14,989
| -5% | -$419K | 0.07% | 214 |
|
|
2022
Q2 | $8.71M | Sell |
316,207
-44,841
| -12% | -$1.23M | 0.07% | 215 |
|
|
2022
Q1 | $9.49M | Sell |
361,048
-95,578
| -21% | -$2.51M | 0.07% | 210 |
|
|
2021
Q4 | $15.4M | Buy |
+456,626
| New | +$15.4M | 0.11% | 175 |
|
|
2021
Q2 | $1.61M | Hold |
51,989
| – | – | 0.01% | 486 |
|
|
2021
Q1 | $1.61M | Hold |
51,989
| – | – | 0.01% | 486 |
|
|
2020
Q4 | $1.61M | Hold |
51,989
| – | – | 0.01% | 486 |
|
|
2020
Q3 | $1.61M | Hold |
51,989
| – | – | 0.01% | 486 |
|
|
2020
Q2 | $1.61M | Hold |
51,989
| – | – | 0.01% | 486 |
|
|
2020
Q1 | $1.61M | Hold |
51,989
| – | – | 0.01% | 486 |
|
|
2019
Q4 | $1.61M | Hold |
51,989
| – | – | 0.01% | 486 |
|
|
2019
Q3 | $1.61M | Hold |
51,989
| – | – | 0.01% | 486 |
|
|
2019
Q2 | $1.61M | Hold |
51,989
| – | – | 0.01% | 486 |
|
|
2019
Q1 | $1.61M | Buy |
+51,989
| New | +$1.61M | 0.01% | 486 |
|