Carson Wealth (CWM LLC)’s Cedar Fair FUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $119K | Buy |
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|
2025
Q2 | $83K | Buy |
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|
2025
Q1 | $92K | Buy |
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|
2024
Q4 | $124K | Buy |
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|
2024
Q3 | $103K | Buy |
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|
2024
Q2 | $112K | Buy |
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|
2024
Q1 | $8K | Sell |
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|
2023
Q4 | $16K | Sell |
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|
2023
Q3 | $35K | Sell |
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|
2023
Q2 | $43K | Sell |
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|
2023
Q1 | $53K | Hold |
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|
2022
Q4 | $48K | Hold |
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|
2022
Q3 | $48K | Hold |
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|
2022
Q2 | $51K | Hold |
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|
2022
Q1 | $64K | Hold |
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|
2021
Q4 | $58K | Buy |
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|
2021
Q2 | $52K | Hold |
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|
2021
Q1 | $52K | Hold |
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|
2020
Q4 | $52K | Hold |
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|
2020
Q3 | $52K | Hold |
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|
2020
Q2 | $52K | Hold |
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|
2020
Q1 | $52K | Hold |
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|
2019
Q4 | $52K | Hold |
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|
2019
Q3 | $52K | Hold |
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|
2019
Q2 | $52K | Hold |
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|
2019
Q1 | $52K | Sell |
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|
2018
Q4 | $65K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $3K | Buy |
|