Carson Wealth (CWM LLC)’s Equity Commonwealth EQC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,862
| Closed | -$14K | – | 5374 |
|
|
2025
Q1 | $14K | Buy |
8,862
+4,491
| +103% | +$7.56K | ﹤0.01% | 3938 |
|
|
2024
Q4 | $8K | Buy |
4,371
+1,274
| +41% | +$19.6K | ﹤0.01% | 4024 |
|
|
2024
Q3 | $62K | Buy |
3,097
+701
| +29% | +$14K | ﹤0.01% | 2542 |
|
|
2024
Q2 | $46K | Sell |
2,396
-84
| -3% | -$1.6K | ﹤0.01% | 2536 |
|
|
2024
Q1 | $47K | Sell |
2,480
-312
| -11% | -$5.93K | ﹤0.01% | 2335 |
|
|
2023
Q4 | $54K | Buy |
2,792
+525
| +23% | +$9.92K | ﹤0.01% | 2133 |
|
|
2023
Q3 | $42K | Buy |
2,267
+1,167
| +106% | +$22.6K | ﹤0.01% | 2178 |
|
|
2023
Q2 | $22K | Buy |
1,100
+907
| +470% | +$18.8K | ﹤0.01% | 2587 |
|
|
2023
Q1 | $4K | Buy |
193
+19
| +11% | +$441 | ﹤0.01% | 3444 |
|
|
2022
Q4 | $4K | Sell |
174
-34
| -16% | -$869 | ﹤0.01% | 3350 |
|
|
2022
Q3 | $5K | Sell |
208
-34
| -14% | -$914 | ﹤0.01% | 3115 |
|
|
2022
Q2 | $7K | Hold |
242
| – | – | ﹤0.01% | 2836 |
|
|
2022
Q1 | $7K | Sell |
242
-372
| -61% | -$9.94K | ﹤0.01% | 2710 |
|
|
2021
Q4 | $16K | Buy |
+614
| New | +$16K | ﹤0.01% | 2123 |
|
|
2021
Q2 | $16K | Hold |
612
| – | – | ﹤0.01% | 1909 |
|
|
2021
Q1 | $16K | Hold |
612
| – | – | ﹤0.01% | 1909 |
|
|
2020
Q4 | $16K | Hold |
612
| – | – | ﹤0.01% | 1909 |
|
|
2020
Q3 | $16K | Hold |
612
| – | – | ﹤0.01% | 1909 |
|
|
2020
Q2 | $16K | Hold |
612
| – | – | ﹤0.01% | 1909 |
|
|
2020
Q1 | $16K | Hold |
612
| – | – | ﹤0.01% | 1909 |
|
|
2019
Q4 | $16K | Hold |
612
| – | – | ﹤0.01% | 1909 |
|
|
2019
Q3 | $16K | Hold |
612
| – | – | ﹤0.01% | 1909 |
|
|
2019
Q2 | $16K | Hold |
612
| – | – | ﹤0.01% | 1909 |
|
|
2019
Q1 | $16K | Buy |
+612
| New | +$19.6K | ﹤0.01% | 1909 |
|
Other funds holding EQC
Carson Wealth (CWM LLC)'s EQC Position: Q2 2025 in Review
Carson Wealth (CWM LLC) sold out of Equity Commonwealth (EQC) in Q2 2025, closing a stake of 8,862 shares — an estimated $14K sold.
Carson Wealth (CWM LLC) first reported a position in EQC in Q1 2019 and held it in 24 quarters. The position peaked at $62K in Q3 2024. 3 funds tracked by Wall St. Rank hold EQC as of Q2 2025.
- Carson Wealth (CWM LLC) reported no remaining Equity Commonwealth position as of Q2 2025 after selling out during the quarter.
- Carson Wealth (CWM LLC) sold 8,862 Equity Commonwealth shares in Q2 2025, an estimated $14K.
- Carson Wealth (CWM LLC) first reported a position in Equity Commonwealth in Q1 2019 and held it in 24 quarters.
- Carson Wealth (CWM LLC)'s Equity Commonwealth position peaked at $62K in Q3 2024.
- 3 funds tracked by Wall St. Rank held Equity Commonwealth as of Q2 2025.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.