Carson Wealth (CWM LLC)’s FTI Consulting FCN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54K | Buy |
332
+139
| +72% | +$22.6K | ﹤0.01% | 3219 |
|
|
2025
Q1 | $32K | Sell |
193
-834
| -81% | -$138K | ﹤0.01% | 3328 |
|
|
2024
Q4 | $196K | Sell |
1,027
-427
| -29% | -$81.5K | ﹤0.01% | 1830 |
|
|
2024
Q3 | $331K | Buy |
1,454
+1,300
| +844% | +$296K | ﹤0.01% | 1488 |
|
|
2024
Q2 | $33K | Hold |
154
| – | – | ﹤0.01% | 2764 |
|
|
2024
Q1 | $32K | Sell |
154
-9
| -6% | -$1.87K | ﹤0.01% | 2598 |
|
|
2023
Q4 | $32K | Sell |
163
-43
| -21% | -$8.44K | ﹤0.01% | 2465 |
|
|
2023
Q3 | $37K | Buy |
206
+11
| +6% | +$1.98K | ﹤0.01% | 2264 |
|
|
2023
Q2 | $37K | Buy |
195
+95
| +95% | +$18K | ﹤0.01% | 2203 |
|
|
2023
Q1 | $20K | Buy |
100
+3
| +3% | +$600 | ﹤0.01% | 2501 |
|
|
2022
Q4 | $15K | Buy |
97
+2
| +2% | +$309 | ﹤0.01% | 2552 |
|
|
2022
Q3 | $16K | Buy |
95
+37
| +64% | +$6.23K | ﹤0.01% | 2371 |
|
|
2022
Q2 | $10K | Buy |
58
+3
| +5% | +$517 | ﹤0.01% | 2570 |
|
|
2022
Q1 | $9K | Sell |
55
-6
| -10% | -$982 | ﹤0.01% | 2526 |
|
|
2021
Q4 | $9K | Buy |
+61
| New | +$9K | ﹤0.01% | 2397 |
|
|
2021
Q2 | $7K | Hold |
52
| – | – | ﹤0.01% | 2230 |
|
|
2021
Q1 | $7K | Hold |
52
| – | – | ﹤0.01% | 2230 |
|
|
2020
Q4 | $7K | Hold |
52
| – | – | ﹤0.01% | 2230 |
|
|
2020
Q3 | $7K | Hold |
52
| – | – | ﹤0.01% | 2230 |
|
|
2020
Q2 | $7K | Hold |
52
| – | – | ﹤0.01% | 2230 |
|
|
2020
Q1 | $7K | Hold |
52
| – | – | ﹤0.01% | 2230 |
|
|
2019
Q4 | $7K | Hold |
52
| – | – | ﹤0.01% | 2230 |
|
|
2019
Q3 | $7K | Hold |
52
| – | – | ﹤0.01% | 2230 |
|
|
2019
Q2 | $7K | Hold |
52
| – | – | ﹤0.01% | 2230 |
|
|
2019
Q1 | $7K | Buy |
+52
| New | +$7K | ﹤0.01% | 2230 |
|