Carson Wealth (CWM LLC)’s National Vision EYE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $388K | Sell |
14,974
-591
| -4% | -$16.1K | ﹤0.01% | 2205 |
|
|
2025
Q4 | $402K | Buy |
15,565
+507
| +3% | +$13.6K | ﹤0.01% | 2056 |
|
|
2025
Q3 | $440K | Buy |
15,058
+2,708
| +22% | +$66.5K | ﹤0.01% | 1873 |
|
|
2025
Q2 | $284K | Buy |
12,350
+856
| +7% | +$14.6K | ﹤0.01% | 1901 |
|
|
2025
Q1 | $147K | Buy |
11,494
+4,362
| +61% | +$51.6K | ﹤0.01% | 2113 |
|
|
2024
Q4 | $74K | Sell |
7,132
-957
| -12% | -$10.5K | ﹤0.01% | 2484 |
|
|
2024
Q3 | $88K | Buy |
8,089
+5,372
| +198% | +$62.7K | ﹤0.01% | 2283 |
|
|
2024
Q2 | $36K | Buy |
2,717
+841
| +45% | +$13.8K | ﹤0.01% | 2698 |
|
|
2024
Q1 | $42K | Buy |
1,876
+7
| +0.4% | +$148 | ﹤0.01% | 2413 |
|
|
2023
Q4 | $39K | Sell |
1,869
-192
| -9% | -$3.41K | ﹤0.01% | 2326 |
|
|
2023
Q3 | $33K | Sell |
2,061
-1,249
| -38% | -$25K | ﹤0.01% | 2336 |
|
|
2023
Q2 | $80K | Buy |
3,310
+279
| +9% | +$6.49K | ﹤0.01% | 1685 |
|
|
2023
Q1 | $57K | Sell |
3,031
-1,852
| -38% | -$60.3K | ﹤0.01% | 1784 |
|
|
2022
Q4 | $189K | Sell |
4,883
-854
| -15% | -$32K | ﹤0.01% | 1117 |
|
|
2022
Q3 | $187K | Sell |
5,737
-712
| -11% | -$23.1K | ﹤0.01% | 1084 |
|
|
2022
Q2 | $177K | Sell |
6,449
-165,875
| -96% | -$5.47M | ﹤0.01% | 1087 |
|
|
2022
Q1 | $7.51M | Sell |
172,324
-24,536
| -12% | -$995K | 0.05% | 245 |
|
|
2021
Q4 | $9.45M | Buy |
+196,860
| New | +$10.5M | 0.07% | 219 |
|
|
2021
Q2 | $10.4M | Hold |
204,391
| – | – | 0.08% | 196 |
|
|
2021
Q1 | $10.4M | Hold |
204,391
| – | – | 0.08% | 196 |
|
|
2020
Q4 | $10.4M | Hold |
204,391
| – | – | 0.08% | 196 |
|
|
2020
Q3 | $10.4M | Hold |
204,391
| – | – | 0.08% | 196 |
|
|
2020
Q2 | $10.4M | Hold |
204,391
| – | – | 0.08% | 196 |
|
|
2020
Q1 | $10.4M | Hold |
204,391
| – | – | 0.08% | 196 |
|
|
2019
Q4 | $10.4M | Hold |
204,391
| – | – | 0.08% | 196 |
|
|
2019
Q3 | $10.4M | Hold |
204,391
| – | – | 0.08% | 196 |
|
|
2019
Q2 | $10.4M | Hold |
204,391
| – | – | 0.08% | 196 |
|
|
2019
Q1 | $10.4M | Buy |
204,391
+117,947
| +136% | +$3.71M | 0.08% | 196 |
|
|
2018
Q4 | $2.44M | Buy |
+86,444
| New | +$3.29M | 0.06% | 256 |
|
Other funds holding EYE
VPM
DCM
VCM
