Carson Wealth (CWM LLC)’s ICF International ICFI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$254K Sell
3,891
-1,808
-32% -$147K ﹤0.01% 2519
2025
Q4
$486K Sell
5,699
-5,701
-50% -$484K ﹤0.01% 1941
2025
Q3
$1.06M Buy
11,400
+4,587
+67% +$425K ﹤0.01% 1368
2025
Q2
$577K Buy
6,813
+5,364
+370% +$454K ﹤0.01% 1530
2025
Q1
$123K Buy
1,449
+826
+133% +$86.5K ﹤0.01% 2251
2024
Q4
$74K Buy
623
+341
+121% +$51K ﹤0.01% 2487
2024
Q3
$47K Sell
282
-7,203
-96% -$1.11M ﹤0.01% 2739
2024
Q2
$1.11M Sell
7,485
-982
-12% -$142K 0.01% 837
2024
Q1
$1.27M Sell
8,467
-1,175
-12% -$170K 0.01% 765
2023
Q4
$1.29M Sell
9,642
-1,172
-11% -$154K 0.01% 702
2023
Q3
$1.31M Sell
10,814
-1,733
-14% -$216K 0.01% 650
2023
Q2
$1.56M Sell
12,547
-1,010
-7% -$117K 0.01% 579
2023
Q1
$1.49M Sell
13,557
-144
-1% -$15K 0.01% 543
2022
Q4
$1.36M Sell
13,701
-599
-4% -$65.3K 0.01% 533
2022
Q3
$1.56M Sell
14,300
-659
-4% -$66.3K 0.01% 452
2022
Q2
$1.42M Sell
14,959
-1,104
-7% -$107K 0.01% 469
2022
Q1
$1.51M Sell
16,063
-2,799
-15% -$263K 0.01% 460
2021
Q4
$1.93M Buy
+18,862
New +$1.9M 0.01% 440
2021
Q2
$1.87M Hold
21,273
0.01% 444
2021
Q1
$1.87M Hold
21,273
0.01% 444
2020
Q4
$1.87M Hold
21,273
0.01% 444
2020
Q3
$1.87M Hold
21,273
0.01% 444
2020
Q2
$1.87M Hold
21,273
0.01% 444
2020
Q1
$1.87M Hold
21,273
0.01% 444
2019
Q4
$1.87M Hold
21,273
0.01% 444
2019
Q3
$1.87M Hold
21,273
0.01% 444
2019
Q2
$1.87M Hold
21,273
0.01% 444
2019
Q1
$1.87M Buy
+21,273
New +$1.5M 0.01% 444

Other funds holding ICFI