Carson Wealth (CWM LLC)’s Fair Isaac FICO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $684K | Sell |
374
-293
| -44% | -$536K | ﹤0.01% | 1450 |
|
|
2025
Q1 | $1.23M | Buy |
667
+63
| +10% | +$116K | ﹤0.01% | 1033 |
|
|
2024
Q4 | $1.2M | Buy |
604
+58
| +11% | +$116K | 0.01% | 990 |
|
|
2024
Q3 | $1.06M | Buy |
546
+166
| +44% | +$323K | ﹤0.01% | 995 |
|
|
2024
Q2 | $566K | Buy |
380
+138
| +57% | +$206K | ﹤0.01% | 1142 |
|
|
2024
Q1 | $302K | Buy |
242
+29
| +14% | +$36.2K | ﹤0.01% | 1328 |
|
|
2023
Q4 | $248K | Buy |
213
+39
| +22% | +$45.4K | ﹤0.01% | 1321 |
|
|
2023
Q3 | $151K | Buy |
174
+13
| +8% | +$11.3K | ﹤0.01% | 1423 |
|
|
2023
Q2 | $130K | Buy |
161
+15
| +10% | +$12.1K | ﹤0.01% | 1437 |
|
|
2023
Q1 | $103K | Sell |
146
-32
| -18% | -$22.6K | ﹤0.01% | 1476 |
|
|
2022
Q4 | $107K | Sell |
178
-2
| -1% | -$1.2K | ﹤0.01% | 1348 |
|
|
2022
Q3 | $74K | Buy |
180
+67
| +59% | +$27.5K | ﹤0.01% | 1475 |
|
|
2022
Q2 | $45K | Sell |
113
-1
| -0.9% | -$398 | ﹤0.01% | 1672 |
|
|
2022
Q1 | $53K | Buy |
114
+58
| +104% | +$27K | ﹤0.01% | 1583 |
|
|
2021
Q4 | $24K | Buy |
+56
| New | +$24K | ﹤0.01% | 1882 |
|
|
2021
Q2 | $10K | Hold |
20
| – | – | ﹤0.01% | 2095 |
|
|
2021
Q1 | $10K | Hold |
20
| – | – | ﹤0.01% | 2095 |
|
|
2020
Q4 | $10K | Hold |
20
| – | – | ﹤0.01% | 2095 |
|
|
2020
Q3 | $10K | Hold |
20
| – | – | ﹤0.01% | 2095 |
|
|
2020
Q2 | $10K | Hold |
20
| – | – | ﹤0.01% | 2095 |
|
|
2020
Q1 | $10K | Hold |
20
| – | – | ﹤0.01% | 2095 |
|
|
2019
Q4 | $10K | Hold |
20
| – | – | ﹤0.01% | 2095 |
|
|
2019
Q3 | $10K | Hold |
20
| – | – | ﹤0.01% | 2095 |
|
|
2019
Q2 | $10K | Hold |
20
| – | – | ﹤0.01% | 2095 |
|
|
2019
Q1 | $10K | Buy |
+20
| New | +$10K | ﹤0.01% | 2095 |
|