Carson Wealth (CWM LLC)’s EverQuote EVER Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $661K | Buy |
27,354
+14,653
| +115% | +$354K | ﹤0.01% | 1467 |
|
|
2025
Q1 | $333K | Buy |
12,701
+7,038
| +124% | +$185K | ﹤0.01% | 1614 |
|
|
2024
Q4 | $113K | Buy |
5,663
+1,141
| +25% | +$22.8K | ﹤0.01% | 2200 |
|
|
2024
Q3 | $95K | Buy |
4,522
+2,661
| +143% | +$55.9K | ﹤0.01% | 2220 |
|
|
2024
Q2 | $39K | Buy |
1,861
+1,063
| +133% | +$22.3K | ﹤0.01% | 2631 |
|
|
2024
Q1 | $15K | Buy |
798
+409
| +105% | +$7.69K | ﹤0.01% | 3082 |
|
|
2023
Q4 | $5K | Hold |
389
| – | – | ﹤0.01% | 3496 |
|
|
2023
Q3 | $3K | Buy |
389
+364
| +1,456% | +$2.81K | ﹤0.01% | 3654 |
|
|
2023
Q2 | $0 | Hold |
25
| – | – | ﹤0.01% | 4229 |
|
|
2023
Q1 | $0 | Hold |
25
| – | – | ﹤0.01% | 4120 |
|
|
2022
Q4 | $0 | Buy |
+25
| New | – | ﹤0.01% | 4030 |
|