Carson Wealth (CWM LLC)’s Fair Isaac FICO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $335K | Sell |
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|
2025
Q2 | $684K | Sell |
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|
2025
Q1 | $1.23M | Buy |
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|
2024
Q4 | $1.2M | Buy |
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|
2024
Q3 | $1.06M | Buy |
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|
2024
Q2 | $566K | Buy |
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|
2024
Q1 | $302K | Buy |
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|
2023
Q4 | $248K | Buy |
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|
2023
Q3 | $151K | Buy |
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|
2023
Q2 | $130K | Buy |
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|
2023
Q1 | $103K | Sell |
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|
2022
Q4 | $107K | Sell |
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|
2022
Q3 | $74K | Buy |
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|
2022
Q2 | $45K | Sell |
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|
2022
Q1 | $53K | Buy |
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|
2021
Q4 | $24K | Buy |
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|
2021
Q2 | $10K | Hold |
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|
2021
Q1 | $10K | Hold |
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|
2020
Q4 | $10K | Hold |
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|
2020
Q3 | $10K | Hold |
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|
2020
Q2 | $10K | Hold |
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|
2020
Q1 | $10K | Hold |
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|
2019
Q4 | $10K | Hold |
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|
2019
Q3 | $10K | Hold |
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|
2019
Q2 | $10K | Hold |
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|
2019
Q1 | $10K | Buy |
|