Carson Wealth (CWM LLC)’s Etsy ETSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.52M | Sell |
50,457
-51,656
| -51% | -$2.82M | 0.01% | 1100 |
|
|
2025
Q4 | $5.66M | Buy |
102,113
+15,131
| +17% | +$923K | 0.02% | 731 |
|
|
2025
Q3 | $5.78M | Sell |
86,982
-33
| -0% | -$1.97K | 0.02% | 656 |
|
|
2025
Q2 | $4.37M | Sell |
87,015
-10,782
| -11% | -$536K | 0.02% | 632 |
|
|
2025
Q1 | $4.61M | Buy |
97,797
+78,602
| +409% | +$4.03M | 0.02% | 553 |
|
|
2024
Q4 | $1.01M | Sell |
19,195
-4,129
| -18% | -$220K | ﹤0.01% | 1076 |
|
|
2024
Q3 | $1.29M | Sell |
23,324
-2,579
| -10% | -$146K | 0.01% | 888 |
|
|
2024
Q2 | $1.53M | Buy |
25,903
+9,003
| +53% | +$576K | 0.01% | 717 |
|
|
2024
Q1 | $1.16M | Buy |
16,900
+12,528
| +287% | +$899K | 0.01% | 800 |
|
|
2023
Q4 | $354K | Buy |
4,372
+320
| +8% | +$22.9K | ﹤0.01% | 1191 |
|
|
2023
Q3 | $262K | Buy |
4,052
+704
| +21% | +$55.5K | ﹤0.01% | 1200 |
|
|
2023
Q2 | $283K | Sell |
3,348
-99
| -3% | -$9.33K | ﹤0.01% | 1133 |
|
|
2023
Q1 | $384K | Sell |
3,447
-250
| -7% | -$31K | ﹤0.01% | 973 |
|
|
2022
Q4 | $443K | Buy |
3,697
+264
| +8% | +$30.2K | ﹤0.01% | 850 |
|
|
2022
Q3 | $344K | Buy |
3,433
+388
| +13% | +$39.6K | ﹤0.01% | 858 |
|
|
2022
Q2 | $223K | Buy |
3,045
+753
| +33% | +$68.7K | ﹤0.01% | 1005 |
|
|
2022
Q1 | $285K | Sell |
2,292
-10,280
| -82% | -$1.53M | ﹤0.01% | 899 |
|
|
2021
Q4 | $2.75M | Buy |
+12,572
| New | +$3.03M | 0.02% | 374 |
|
|
2021
Q2 | $16.6M | Hold |
80,813
| – | – | 0.13% | 153 |
|
|
2021
Q1 | $16.6M | Hold |
80,813
| – | – | 0.13% | 153 |
|
|
2020
Q4 | $16.6M | Hold |
80,813
| – | – | 0.13% | 153 |
|
|
2020
Q3 | $16.6M | Hold |
80,813
| – | – | 0.13% | 153 |
|
|
2020
Q2 | $16.6M | Hold |
80,813
| – | – | 0.13% | 153 |
|
|
2020
Q1 | $16.6M | Hold |
80,813
| – | – | 0.13% | 153 |
|
|
2019
Q4 | $16.6M | Hold |
80,813
| – | – | 0.13% | 153 |
|
|
2019
Q3 | $16.6M | Hold |
80,813
| – | – | 0.13% | 153 |
|
|
2019
Q2 | $16.6M | Hold |
80,813
| – | – | 0.13% | 153 |
|
|
2019
Q1 | $16.6M | Buy |
80,813
+3,374
| +4% | +$201K | 0.13% | 153 |
|
|
2018
Q4 | $3.68M | Sell |
77,439
-22,465
| -22% | -$1.06M | 0.09% | 191 |
|
|
2018
Q3 | $5.13M | Buy |
99,904
+19,777
| +25% | +$910K | 0.13% | 158 |
|
|
2018
Q2 | $3.38M | Sell |
80,127
-51,456
| -39% | -$1.67M | 0.11% | 154 |
|
|
2018
Q1 | $3.69M | Sell |
131,583
-79,306
| -38% | -$1.78M | 0.15% | 121 |
|
|
2017
Q4 | $4.31M | Sell |
210,889
-24,186
| -10% | -$427K | 0.19% | 98 |
|
|
2017
Q3 | $3.97M | Sell |
235,075
-8,591
| -4% | -$136K | 0.19% | 96 |
|
|
2017
Q2 | $3.65M | Sell |
243,666
-21,485
| -8% | -$267K | 0.19% | 97 |
|
|
2017
Q1 | $2.82M | Buy |
+265,151
| New | +$3.11M | 0.16% | 119 |
|
Other funds holding ETSY
VPM
EIM
VCM
