Carson Wealth (CWM LLC)’s Fidelis Insurance FIHL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$118K Buy
7,131
+5,821
+444% +$96.3K ﹤0.01% 2575
2025
Q1
$21K Buy
1,310
+532
+68% +$8.53K ﹤0.01% 3624
2024
Q4
$14K Buy
778
+170
+28% +$3.06K ﹤0.01% 3669
2024
Q3
$11K Buy
608
+233
+62% +$4.22K ﹤0.01% 3726
2024
Q2
$6K Buy
375
+219
+140% +$3.5K ﹤0.01% 3765
2024
Q1
$3K Buy
+156
New +$3K ﹤0.01% 3834