Carson Wealth (CWM LLC)’s Futu Holdings FUTU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$46K Sell
371
-22
-6% -$2.73K ﹤0.01% 3344
2025
Q1
$40K Sell
393
-340
-46% -$34.6K ﹤0.01% 3158
2024
Q4
$59K Sell
733
-10
-1% -$805 ﹤0.01% 2675
2024
Q3
$71K Buy
743
+300
+68% +$28.7K ﹤0.01% 2421
2024
Q2
$29K Buy
443
+10
+2% +$655 ﹤0.01% 2861
2024
Q1
$23K Sell
433
-50
-10% -$2.66K ﹤0.01% 2795
2023
Q4
$26K Sell
483
-98
-17% -$5.28K ﹤0.01% 2592
2023
Q3
$34K Buy
581
+35
+6% +$2.05K ﹤0.01% 2319
2023
Q2
$22K Buy
546
+37
+7% +$1.49K ﹤0.01% 2566
2023
Q1
$26K Buy
509
+43
+9% +$2.2K ﹤0.01% 2315
2022
Q4
$19K Buy
466
+183
+65% +$7.46K ﹤0.01% 2404
2022
Q3
$11K Buy
283
+113
+66% +$4.39K ﹤0.01% 2620
2022
Q2
$9K Buy
170
+38
+29% +$2.01K ﹤0.01% 2630
2022
Q1
$4K Buy
132
+26
+25% +$788 ﹤0.01% 2911
2021
Q4
$5K Buy
+106
New +$5K ﹤0.01% 2707
2021
Q2
$13K Hold
72
﹤0.01% 1981
2021
Q1
$13K Hold
72
﹤0.01% 1981
2020
Q4
$13K Hold
72
﹤0.01% 1981
2020
Q3
$13K Hold
72
﹤0.01% 1981
2020
Q2
$13K Hold
72
﹤0.01% 1981
2020
Q1
$13K Hold
72
﹤0.01% 1981
2019
Q4
$13K Hold
72
﹤0.01% 1981
2019
Q3
$13K Hold
72
﹤0.01% 1981
2019
Q2
$13K Hold
72
﹤0.01% 1981
2019
Q1
$13K Buy
+72
New +$13K ﹤0.01% 1981