Carson Wealth (CWM LLC)’s Freshworks FRSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.44M | Buy |
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|
2025
Q4 | $1.53M | Buy |
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|
2025
Q3 | $332K | Buy |
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|
2025
Q2 | $293K | Sell |
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|
2025
Q1 | $294K | Buy |
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|
2024
Q4 | $24K | Buy |
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|
2024
Q3 | $10K | Sell |
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|
2024
Q2 | $43K | Buy |
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|
2024
Q1 | $9K | Buy |
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|
2023
Q4 | $1K | Buy |
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|
2023
Q3 | $1K | Buy |
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|
2023
Q2 | $0 | Hold |
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|
2023
Q1 | $0 | Hold |
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|
2022
Q4 | $0 | Hold |
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|
2022
Q3 | $0 | Hold |
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|
2022
Q2 | $0 | Buy |
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