Carson Wealth (CWM LLC)’s Fox Class B FOX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $108K | Buy |
2,088
+196
| +10% | +$10.1K | ﹤0.01% | 2641 |
|
|
2025
Q1 | $100K | Buy |
1,892
+270
| +17% | +$14.3K | ﹤0.01% | 2421 |
|
|
2024
Q4 | $74K | Buy |
1,622
+295
| +22% | +$13.5K | ﹤0.01% | 2483 |
|
|
2024
Q3 | $52K | Sell |
1,327
-907
| -41% | -$35.5K | ﹤0.01% | 2656 |
|
|
2024
Q2 | $72K | Sell |
2,234
-98
| -4% | -$3.16K | ﹤0.01% | 2207 |
|
|
2024
Q1 | $67K | Sell |
2,332
-154
| -6% | -$4.43K | ﹤0.01% | 2112 |
|
|
2023
Q4 | $69K | Buy |
2,486
+543
| +28% | +$15.1K | ﹤0.01% | 1980 |
|
|
2023
Q3 | $56K | Buy |
1,943
+291
| +18% | +$8.39K | ﹤0.01% | 1991 |
|
|
2023
Q2 | $53K | Buy |
1,652
+402
| +32% | +$12.9K | ﹤0.01% | 1934 |
|
|
2023
Q1 | $39K | Buy |
1,250
+431
| +53% | +$13.4K | ﹤0.01% | 2040 |
|
|
2022
Q4 | $23K | Sell |
819
-1,554
| -65% | -$43.6K | ﹤0.01% | 2261 |
|
|
2022
Q3 | $68K | Buy |
2,373
+1,233
| +108% | +$35.3K | ﹤0.01% | 1509 |
|
|
2022
Q2 | $34K | Buy |
1,140
+501
| +78% | +$14.9K | ﹤0.01% | 1811 |
|
|
2022
Q1 | $23K | Buy |
639
+550
| +618% | +$19.8K | ﹤0.01% | 1985 |
|
|
2021
Q4 | $3K | Buy |
+89
| New | +$3K | ﹤0.01% | 2960 |
|
|
2021
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 2914 |
|
|
2021
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 2914 |
|
|
2020
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 2914 |
|
|
2020
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 2914 |
|
|
2020
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 2914 |
|
|
2020
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 2914 |
|
|
2019
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 2914 |
|
|
2019
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 2914 |
|
|
2019
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 2914 |
|
|
2019
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 3018 |
|