Carson Wealth (CWM LLC)’s Elastic ESTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.63M | Buy |
54,941
+5,464
| +11% | +$461K | 0.02% | 611 |
|
|
2025
Q1 | $4.41M | Buy |
49,477
+20,027
| +68% | +$1.78M | 0.02% | 566 |
|
|
2024
Q4 | $2.92M | Buy |
29,450
+2,815
| +11% | +$279K | 0.01% | 642 |
|
|
2024
Q3 | $2.05M | Buy |
26,635
+706
| +3% | +$54.2K | 0.01% | 695 |
|
|
2024
Q2 | $2.95M | Buy |
25,929
+3,671
| +16% | +$418K | 0.01% | 538 |
|
|
2024
Q1 | $2.23M | Buy |
22,258
+17,334
| +352% | +$1.74M | 0.01% | 592 |
|
|
2023
Q4 | $555K | Buy |
4,924
+276
| +6% | +$31.1K | ﹤0.01% | 1026 |
|
|
2023
Q3 | $378K | Buy |
4,648
+415
| +10% | +$33.8K | ﹤0.01% | 1070 |
|
|
2023
Q2 | $271K | Buy |
4,233
+58
| +1% | +$3.71K | ﹤0.01% | 1147 |
|
|
2023
Q1 | $242K | Buy |
4,175
+825
| +25% | +$47.8K | ﹤0.01% | 1125 |
|
|
2022
Q4 | $173K | Buy |
3,350
+1,919
| +134% | +$99.1K | ﹤0.01% | 1149 |
|
|
2022
Q3 | $103K | Buy |
1,431
+301
| +27% | +$21.7K | ﹤0.01% | 1310 |
|
|
2022
Q2 | $76K | Buy |
1,130
+529
| +88% | +$35.6K | ﹤0.01% | 1424 |
|
|
2022
Q1 | $53K | Buy |
601
+552
| +1,127% | +$48.7K | ﹤0.01% | 1581 |
|
|
2021
Q4 | $6K | Buy |
+49
| New | +$6K | ﹤0.01% | 2617 |
|