Carson Wealth (CWM LLC)’s Getty Images GETY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$23K Sell
13,912
-5,796
-29% -$9.58K ﹤0.01% 3817
2025
Q1
$34K Buy
19,708
+17,541
+809% +$30.3K ﹤0.01% 3281
2024
Q4
$5K Buy
2,167
+1,208
+126% +$2.79K ﹤0.01% 4199
2024
Q3
$4K Buy
+959
New +$4K ﹤0.01% 4179
2023
Q1
Sell
-91
Closed -$1K 4143
2022
Q4
$1K Hold
91
﹤0.01% 3739
2022
Q3
$1K Buy
+91
New +$1K ﹤0.01% 3645