Carson Wealth (CWM LLC)’s Ichor Holdings ICHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89K | Buy |
4,532
+2,328
| +106% | +$45.7K | ﹤0.01% | 2822 |
|
|
2025
Q1 | $50K | Sell |
2,204
-1,845
| -46% | -$41.9K | ﹤0.01% | 2993 |
|
|
2024
Q4 | $130K | Buy |
4,049
+432
| +12% | +$13.9K | ﹤0.01% | 2108 |
|
|
2024
Q3 | $115K | Buy |
3,617
+2,077
| +135% | +$66K | ﹤0.01% | 2115 |
|
|
2024
Q2 | $59K | Buy |
1,540
+517
| +51% | +$19.8K | ﹤0.01% | 2350 |
|
|
2024
Q1 | $40K | Sell |
1,023
-77
| -7% | -$3.01K | ﹤0.01% | 2449 |
|
|
2023
Q4 | $37K | Buy |
1,100
+512
| +87% | +$17.2K | ﹤0.01% | 2359 |
|
|
2023
Q3 | $18K | Buy |
588
+7
| +1% | +$214 | ﹤0.01% | 2743 |
|
|
2023
Q2 | $22K | Buy |
581
+166
| +40% | +$6.29K | ﹤0.01% | 2573 |
|
|
2023
Q1 | $14K | Sell |
415
-61
| -13% | -$2.06K | ﹤0.01% | 2737 |
|
|
2022
Q4 | $13K | Buy |
476
+176
| +59% | +$4.81K | ﹤0.01% | 2646 |
|
|
2022
Q3 | $7K | Sell |
300
-32
| -10% | -$747 | ﹤0.01% | 2895 |
|
|
2022
Q2 | $9K | Buy |
332
+144
| +77% | +$3.9K | ﹤0.01% | 2636 |
|
|
2022
Q1 | $7K | Hold |
188
| – | – | ﹤0.01% | 2678 |
|
|
2021
Q4 | $9K | Buy |
+188
| New | +$9K | ﹤0.01% | 2407 |
|