Carson Wealth (CWM LLC)’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.29M | Buy |
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|
2025
Q2 | $1.8M | Sell |
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|
2025
Q1 | $1.74M | Buy |
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|
2024
Q4 | $515K | Buy |
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|
2024
Q3 | $78K | Sell |
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|
2024
Q2 | $137K | Sell |
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|
2024
Q1 | $374K | Buy |
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|
2023
Q4 | $157K | Sell |
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|
2023
Q3 | $124K | Sell |
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|
2023
Q2 | $177K | Sell |
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|
2023
Q1 | $195K | Sell |
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|
2022
Q4 | $187K | Sell |
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|
2022
Q3 | $216K | Sell |
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|
2022
Q2 | $184K | Sell |
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|
2022
Q1 | $339K | Sell |
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|
2021
Q4 | $15.7M | Buy |
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|
2021
Q2 | $109K | Hold |
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|
2021
Q1 | $109K | Hold |
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|
2020
Q4 | $109K | Hold |
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|
2020
Q3 | $109K | Hold |
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|
2020
Q2 | $109K | Hold |
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|
2020
Q1 | $109K | Hold |
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|
2019
Q4 | $109K | Hold |
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|
2019
Q3 | $109K | Hold |
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|
2019
Q2 | $109K | Hold |
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|
2019
Q1 | $109K | Buy |
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|
2018
Q4 | $8K | Buy |
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|
2018
Q3 | $6K | Buy |
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|
2018
Q2 | $3K | Buy |
|