Carson Wealth (CWM LLC)’s VanEck Bitcoin Trust HODL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$79K Buy
2,609
+18
+0.7% +$545 ﹤0.01% 2909
2025
Q1
$60K Buy
2,591
+1,203
+87% +$27.9K ﹤0.01% 2818
2024
Q4
$37K Buy
1,388
+892
+180% +$23.8K ﹤0.01% 3004
2024
Q3
$9K Buy
496
+52
+12% +$944 ﹤0.01% 3829
2024
Q2
$8K Buy
+444
New +$8K ﹤0.01% 3662