Carson Wealth (CWM LLC)’s Fidelity National Financial FNF Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.38M Sell
24,610
-3,747
-13% -$210K ﹤0.01% 1105
2025
Q1
$1.85M Buy
28,357
+9,285
+49% +$604K 0.01% 853
2024
Q4
$1.07M Buy
19,072
+7,343
+63% +$412K ﹤0.01% 1042
2024
Q3
$728K Buy
11,729
+5,913
+102% +$367K ﹤0.01% 1175
2024
Q2
$287K Buy
5,816
+3,203
+123% +$158K ﹤0.01% 1414
2024
Q1
$139K Buy
2,613
+73
+3% +$3.88K ﹤0.01% 1691
2023
Q4
$130K Sell
2,540
-152
-6% -$7.78K ﹤0.01% 1610
2023
Q3
$111K Buy
2,692
+1,455
+118% +$60K ﹤0.01% 1573
2023
Q2
$45K Sell
1,237
-283
-19% -$10.3K ﹤0.01% 2068
2023
Q1
$53K Buy
1,520
+173
+13% +$6.03K ﹤0.01% 1833
2022
Q4
$51K Sell
1,347
-424
-24% -$16.1K ﹤0.01% 1715
2022
Q3
$62K Buy
1,771
+176
+11% +$6.16K ﹤0.01% 1561
2022
Q2
$57K Buy
1,595
+732
+85% +$26.2K ﹤0.01% 1564
2022
Q1
$41K Sell
863
-1,739
-67% -$82.6K ﹤0.01% 1689
2021
Q4
$131K Buy
+2,602
New +$131K ﹤0.01% 1197
2021
Q2
$26K Hold
624
﹤0.01% 1670
2021
Q1
$26K Hold
624
﹤0.01% 1670
2020
Q4
$26K Hold
624
﹤0.01% 1670
2020
Q3
$26K Hold
624
﹤0.01% 1670
2020
Q2
$26K Hold
624
﹤0.01% 1670
2020
Q1
$26K Hold
624
﹤0.01% 1670
2019
Q4
$26K Hold
624
﹤0.01% 1670
2019
Q3
$26K Hold
624
﹤0.01% 1670
2019
Q2
$26K Hold
624
﹤0.01% 1670
2019
Q1
$26K Sell
624
-1,830
-75% -$76.3K ﹤0.01% 1670
2018
Q4
$74K Sell
2,454
-271,403
-99% -$8.18M ﹤0.01% 782
2018
Q3
$10.4M Buy
273,857
+63,680
+30% +$2.41M 0.26% 104
2018
Q2
$7.6M Buy
210,177
+57,796
+38% +$2.09M 0.25% 99
2018
Q1
$5.86M Buy
152,381
+24,873
+20% +$957K 0.23% 93
2017
Q4
$4.81M Sell
127,508
-34,013
-21% -$1.28M 0.21% 91
2017
Q3
$5.32M Sell
161,521
-6,477
-4% -$213K 0.25% 77
2017
Q2
$5.23M Sell
167,998
-20,984
-11% -$653K 0.27% 80
2017
Q1
$5.11M Buy
+188,982
New +$5.11M 0.29% 81