Carson Wealth (CWM LLC)’s New Oriental EDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21K | Buy |
395
+34
| +9% | +$1.81K | ﹤0.01% | 3866 |
|
|
2025
Q1 | $17K | Sell |
361
-91
| -20% | -$4.29K | ﹤0.01% | 3789 |
|
|
2024
Q4 | $29K | Buy |
452
+5
| +1% | +$321 | ﹤0.01% | 3189 |
|
|
2024
Q3 | $34K | Sell |
447
-77
| -15% | -$5.86K | ﹤0.01% | 2986 |
|
|
2024
Q2 | $41K | Buy |
524
+15
| +3% | +$1.17K | ﹤0.01% | 2601 |
|
|
2024
Q1 | $44K | Buy |
509
+77
| +18% | +$6.66K | ﹤0.01% | 2371 |
|
|
2023
Q4 | $32K | Sell |
432
-47
| -10% | -$3.48K | ﹤0.01% | 2463 |
|
|
2023
Q3 | $28K | Buy |
479
+55
| +13% | +$3.22K | ﹤0.01% | 2450 |
|
|
2023
Q2 | $17K | Buy |
424
+47
| +12% | +$1.88K | ﹤0.01% | 2738 |
|
|
2023
Q1 | $15K | Buy |
377
+24
| +7% | +$955 | ﹤0.01% | 2682 |
|
|
2022
Q4 | $12K | Sell |
353
-32
| -8% | -$1.09K | ﹤0.01% | 2686 |
|
|
2022
Q3 | $9K | Sell |
385
-14
| -4% | -$327 | ﹤0.01% | 2737 |
|
|
2022
Q2 | $8K | Buy |
399
+387
| +3,225% | +$7.76K | ﹤0.01% | 2691 |
|
|
2022
Q1 | $0 | Sell |
12
-264
| -96% | – | ﹤0.01% | 3582 |
|
|
2021
Q4 | $6K | Buy |
+276
| New | +$6K | ﹤0.01% | 2612 |
|
|
2021
Q2 | $15K | Hold |
189
| – | – | ﹤0.01% | 1914 |
|
|
2021
Q1 | $15K | Sell |
189
-1,700
| -90% | -$135K | ﹤0.01% | 1914 |
|
|
2020
Q4 | $15K | Hold |
1,889
| – | – | ﹤0.01% | 1914 |
|
|
2020
Q3 | $15K | Hold |
1,889
| – | – | ﹤0.01% | 1914 |
|
|
2020
Q2 | $15K | Hold |
1,889
| – | – | ﹤0.01% | 1914 |
|
|
2020
Q1 | $15K | Hold |
1,889
| – | – | ﹤0.01% | 1914 |
|
|
2019
Q4 | $15K | Hold |
1,889
| – | – | ﹤0.01% | 1914 |
|
|
2019
Q3 | $15K | Hold |
1,889
| – | – | ﹤0.01% | 1914 |
|
|
2019
Q2 | $15K | Hold |
1,889
| – | – | ﹤0.01% | 1914 |
|
|
2019
Q1 | $15K | Buy |
+1,889
| New | +$15K | ﹤0.01% | 1914 |
|
|
2018
Q3 | – | Sell |
-31
| Closed | -$3K | – | 1865 |
|
|
2018
Q2 | $3K | Sell |
31
-116
| -79% | -$11.2K | ﹤0.01% | 1281 |
|
|
2018
Q1 | $13K | Buy |
147
+116
| +374% | +$10.3K | ﹤0.01% | 790 |
|
|
2017
Q4 | $3K | Buy |
+31
| New | +$3K | ﹤0.01% | 1190 |
|