Carson Wealth (CWM LLC)’s IAC Inc IAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Sell |
8,162
-23,300
| -74% | -$1.13M | ﹤0.01% | 1855 |
|
|
2025
Q1 | $1.45M | Buy |
31,462
+18,196
| +137% | +$836K | 0.01% | 955 |
|
|
2024
Q4 | $572K | Buy |
13,266
+11,969
| +923% | +$516K | ﹤0.01% | 1326 |
|
|
2024
Q3 | $70K | Buy |
1,297
+155
| +14% | +$8.37K | ﹤0.01% | 2435 |
|
|
2024
Q2 | $54K | Buy |
1,142
+408
| +56% | +$19.3K | ﹤0.01% | 2432 |
|
|
2024
Q1 | $39K | Buy |
734
+102
| +16% | +$5.45K | ﹤0.01% | 2457 |
|
|
2023
Q4 | $33K | Sell |
632
-576
| -48% | -$30.1K | ﹤0.01% | 2441 |
|
|
2023
Q3 | $61K | Sell |
1,208
-138
| -10% | -$6.96K | ﹤0.01% | 1942 |
|
|
2023
Q2 | $85K | Buy |
1,346
+499
| +59% | +$31.5K | ﹤0.01% | 1650 |
|
|
2023
Q1 | $44K | Buy |
847
+21
| +3% | +$1.07K | ﹤0.01% | 1948 |
|
|
2022
Q4 | $37K | Sell |
826
-778
| -49% | -$34.8K | ﹤0.01% | 1934 |
|
|
2022
Q3 | $89K | Buy |
1,604
+601
| +60% | +$33.3K | ﹤0.01% | 1386 |
|
|
2022
Q2 | $76K | Buy |
1,003
+318
| +46% | +$24.1K | ﹤0.01% | 1426 |
|
|
2022
Q1 | $69K | Buy |
685
+15
| +2% | +$1.49K | ﹤0.01% | 1464 |
|
|
2021
Q4 | $88K | Buy |
+670
| New | +$88K | ﹤0.01% | 1336 |
|
|
2021
Q2 | $55K | Hold |
356
| – | -$27.6K | ﹤0.01% | 1359 |
|
|
2021
Q1 | $55K | Hold |
356
| – | – | ﹤0.01% | 1359 |
|
|
2020
Q4 | $55K | Hold |
356
| – | – | ﹤0.01% | 1359 |
|
|
2020
Q3 | $55K | Hold |
356
| – | -$113K | ﹤0.01% | 1359 |
|
|
2020
Q2 | $55K | Hold |
356
| – | – | ﹤0.01% | 1359 |
|
|
2020
Q1 | $55K | Hold |
356
| – | – | ﹤0.01% | 1359 |
|
|
2019
Q4 | $55K | Hold |
356
| – | – | ﹤0.01% | 1359 |
|
|
2019
Q3 | $55K | Hold |
356
| – | – | ﹤0.01% | 1359 |
|
|
2019
Q2 | $55K | Hold |
356
| – | – | ﹤0.01% | 1359 |
|
|
2019
Q1 | $55K | Buy |
356
+225
| +172% | +$34.8K | ﹤0.01% | 1359 |
|
|
2018
Q4 | $24K | Buy |
131
+105
| +404% | +$19.3K | ﹤0.01% | 1076 |
|
|
2018
Q3 | $6K | Buy |
26
+6
| +30% | +$1.37K | ﹤0.01% | 1285 |
|
|
2018
Q2 | $3K | Hold |
20
| – | – | ﹤0.01% | 1289 |
|
|
2018
Q1 | $3K | Buy |
20
+4
| +25% | +$589 | ﹤0.01% | 1101 |
|
|
2017
Q4 | $2K | Hold |
16
| – | – | ﹤0.01% | 1271 |
|
|
2017
Q3 | $2K | Hold |
16
| – | – | ﹤0.01% | 1285 |
|
|
2017
Q2 | $2K | Sell |
16
-15
| -48% | -$1.84K | ﹤0.01% | 1007 |
|
|
2017
Q1 | $2K | Hold |
31
| – | – | ﹤0.01% | 985 |
|
|
2016
Q4 | $2K | Sell |
31
-75
| -71% | -$4.86K | ﹤0.01% | 983 |
|
|
2016
Q3 | $7K | Hold |
106
| – | – | ﹤0.01% | 771 |
|
|
2016
Q2 | $6K | Sell |
106
-277
| -72% | -$15.7K | ﹤0.01% | 604 |
|
|
2016
Q1 | $18K | Sell |
383
-4,553
| -92% | -$214K | ﹤0.01% | 454 |
|
|
2015
Q4 | $296K | Sell |
4,936
-137,395
| -97% | -$8.24M | 0.03% | 200 |
|
|
2015
Q3 | $9.29M | Sell |
142,331
-3,905
| -3% | -$255K | 0.94% | 36 |
|
|
2015
Q2 | $11.6M | Sell |
146,236
-5,939
| -4% | -$473K | 1.12% | 26 |
|
|
2015
Q1 | $10.3M | Buy |
+152,175
| New | +$10.3M | 1.04% | 32 |
|