Carson Wealth (CWM LLC)’s FMC FMC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.26M Sell
77,959
-12,805
-14% -$535K 0.01% 748
2025
Q1
$3.83M Buy
90,764
+80,463
+781% +$3.39M 0.02% 602
2024
Q4
$501K Sell
10,301
-24,358
-70% -$1.18M ﹤0.01% 1380
2024
Q3
$2.29M Buy
34,659
+16,997
+96% +$1.12M 0.01% 657
2024
Q2
$1.02M Buy
17,662
+8,238
+87% +$474K ﹤0.01% 872
2024
Q1
$600K Buy
9,424
+525
+6% +$33.4K ﹤0.01% 1063
2023
Q4
$561K Buy
8,899
+745
+9% +$47K ﹤0.01% 1020
2023
Q3
$546K Buy
8,154
+3,366
+70% +$225K ﹤0.01% 947
2023
Q2
$500K Sell
4,788
-146
-3% -$15.2K ﹤0.01% 932
2023
Q1
$603K Sell
4,934
-93
-2% -$11.4K ﹤0.01% 828
2022
Q4
$627K Sell
5,027
-33
-0.7% -$4.12K ﹤0.01% 731
2022
Q3
$535K Sell
5,060
-396
-7% -$41.9K ﹤0.01% 726
2022
Q2
$584K Sell
5,456
-10,909
-67% -$1.17M ﹤0.01% 693
2022
Q1
$2.15M Sell
16,365
-2,837
-15% -$373K 0.02% 400
2021
Q4
$2.11M Buy
+19,202
New +$2.11M 0.01% 419
2021
Q2
$2.57M Hold
23,763
0.02% 372
2021
Q1
$2.57M Hold
23,763
0.02% 372
2020
Q4
$2.57M Hold
23,763
0.02% 372
2020
Q3
$2.57M Hold
23,763
0.02% 372
2020
Q2
$2.57M Hold
23,763
0.02% 372
2020
Q1
$2.57M Hold
23,763
0.02% 372
2019
Q4
$2.57M Hold
23,763
0.02% 372
2019
Q3
$2.57M Hold
23,763
0.02% 372
2019
Q2
$2.57M Hold
23,763
0.02% 372
2019
Q1
$2.57M Sell
23,763
-17,127
-42% -$1.85M 0.02% 372
2018
Q4
$2.62M Sell
40,890
-2,801
-6% -$180K 0.07% 244
2018
Q3
$3.3M Buy
43,691
+10,917
+33% +$825K 0.08% 210
2018
Q2
$2.54M Buy
32,774
+9,299
+40% +$720K 0.08% 193
2018
Q1
$1.56M Buy
23,475
+5,128
+28% +$341K 0.06% 197
2017
Q4
$1.51M Buy
18,347
+4,455
+32% +$366K 0.07% 200
2017
Q3
$1.08M Sell
13,892
-1,076
-7% -$83.3K 0.05% 201
2017
Q2
$948K Sell
14,968
-1,070
-7% -$67.8K 0.05% 202
2017
Q1
$968K Buy
16,038
+811
+5% +$48.9K 0.05% 186
2016
Q4
$747K Sell
15,227
-1,119
-7% -$54.9K 0.05% 194
2016
Q3
$685K Buy
+16,346
New +$685K 0.05% 189
2014
Q1
Sell
-404
Closed -$26K 252
2013
Q4
$26K Hold
404
﹤0.01% 312
2013
Q3
$25K Buy
+404
New +$25K 0.01% 245