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 |
|