Carson Wealth (CWM LLC)’s Forrester Research FORR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42K | Buy |
4,244
+3,126
| +280% | +$30.9K | ﹤0.01% | 3410 |
|
|
2025
Q1 | $10K | Buy |
1,118
+605
| +118% | +$5.41K | ﹤0.01% | 4095 |
|
|
2024
Q4 | $8K | Sell |
513
-407
| -44% | -$6.35K | ﹤0.01% | 3984 |
|
|
2024
Q3 | $17K | Buy |
920
+330
| +56% | +$6.1K | ﹤0.01% | 3452 |
|
|
2024
Q2 | $10K | Buy |
590
+18
| +3% | +$305 | ﹤0.01% | 3536 |
|
|
2024
Q1 | $12K | Buy |
572
+415
| +264% | +$8.71K | ﹤0.01% | 3222 |
|
|
2023
Q4 | $4K | Buy |
157
+42
| +37% | +$1.07K | ﹤0.01% | 3593 |
|
|
2023
Q3 | $3K | Hold |
115
| – | – | ﹤0.01% | 3661 |
|
|
2023
Q2 | $3K | Buy |
115
+100
| +667% | +$2.61K | ﹤0.01% | 3630 |
|
|
2023
Q1 | $0 | Sell |
15
-48
| -76% | – | ﹤0.01% | 4135 |
|
|
2022
Q4 | $2K | Buy |
63
+4
| +7% | +$127 | ﹤0.01% | 3540 |
|
|
2022
Q3 | $2K | Buy |
+59
| New | +$2K | ﹤0.01% | 3449 |
|
|
2019
Q1 | – | Sell |
-48
| Closed | -$2K | – | 3017 |
|
|
2018
Q4 | $2K | Hold |
48
| – | – | ﹤0.01% | 1744 |
|
|
2018
Q3 | $2K | Hold |
48
| – | – | ﹤0.01% | 1515 |
|
|
2018
Q2 | $2K | Buy |
+48
| New | +$2K | ﹤0.01% | 1368 |
|