Carson Wealth (CWM LLC)’s Fortrea Holdings FTRE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$637K Buy
129,022
+110,197
+585% +$544K ﹤0.01% 1486
2025
Q1
$142K Buy
18,825
+15,256
+427% +$115K ﹤0.01% 2138
2024
Q4
$67K Buy
3,569
+635
+22% +$11.9K ﹤0.01% 2576
2024
Q3
$59K Sell
2,934
-1,339
-31% -$26.9K ﹤0.01% 2564
2024
Q2
$100K Buy
4,273
+475
+13% +$11.1K ﹤0.01% 1974
2024
Q1
$152K Buy
3,798
+1,446
+61% +$57.9K ﹤0.01% 1650
2023
Q4
$82K Sell
2,352
-12
-0.5% -$418 ﹤0.01% 1870
2023
Q3
$68K Buy
2,364
+2,228
+1,638% +$64.1K ﹤0.01% 1876
2023
Q2
$5K Buy
+136
New +$5K ﹤0.01% 3433