Carson Wealth (CWM LLC)’s Freshworks FRSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Sell |
19,637
-1,204
| -6% | -$18K | ﹤0.01% | 1884 |
|
|
2025
Q1 | $294K | Buy |
20,841
+19,382
| +1,328% | +$273K | ﹤0.01% | 1680 |
|
|
2024
Q4 | $24K | Buy |
1,459
+552
| +61% | +$9.08K | ﹤0.01% | 3312 |
|
|
2024
Q3 | $10K | Sell |
907
-2,490
| -73% | -$27.5K | ﹤0.01% | 3777 |
|
|
2024
Q2 | $43K | Buy |
3,397
+2,878
| +555% | +$36.4K | ﹤0.01% | 2578 |
|
|
2024
Q1 | $9K | Buy |
519
+457
| +737% | +$7.93K | ﹤0.01% | 3388 |
|
|
2023
Q4 | $1K | Buy |
62
+27
| +77% | +$435 | ﹤0.01% | 3947 |
|
|
2023
Q3 | $1K | Buy |
35
+28
| +400% | +$800 | ﹤0.01% | 3976 |
|
|
2023
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 4248 |
|
|
2023
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 4137 |
|
|
2022
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 4048 |
|
|
2022
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 3977 |
|
|
2022
Q2 | $0 | Buy |
+7
| New | – | ﹤0.01% | 3868 |
|