Carson Wealth (CWM LLC)’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $473K | Sell |
3,308
-319
| -9% | -$43.8K | ﹤0.01% | 2058 |
|
|
2025
Q4 | $459K | Buy |
3,627
+218
| +6% | +$28.4K | ﹤0.01% | 1977 |
|
|
2025
Q3 | $450K | Buy |
3,409
+625
| +22% | +$77.4K | ﹤0.01% | 1864 |
|
|
2025
Q2 | $321K | Buy |
2,784
+21
| +0.8% | +$2.43K | ﹤0.01% | 1814 |
|
|
2025
Q1 | $321K | Sell |
2,763
-11
| -0.4% | -$1.23K | ﹤0.01% | 1633 |
|
|
2024
Q4 | $303K | Buy |
2,774
+1,299
| +88% | +$143K | ﹤0.01% | 1585 |
|
|
2024
Q3 | $152K | Buy |
1,475
+570
| +63% | +$56.9K | ﹤0.01% | 1919 |
|
|
2024
Q2 | $84K | Buy |
905
+321
| +55% | +$30.1K | ﹤0.01% | 2092 |
|
|
2024
Q1 | $54K | Sell |
584
-408
| -41% | -$37.4K | ﹤0.01% | 2241 |
|
|
2023
Q4 | $98K | Buy |
992
+180
| +22% | +$17.4K | ﹤0.01% | 1786 |
|
|
2023
Q3 | $76K | Sell |
812
-44
| -5% | -$4.34K | ﹤0.01% | 1808 |
|
|
2023
Q2 | $88K | Buy |
856
+239
| +39% | +$25.7K | ﹤0.01% | 1635 |
|
|
2023
Q1 | $67K | Buy |
617
+48
| +8% | +$5.04K | ﹤0.01% | 1713 |
|
|
2022
Q4 | $61K | Sell |
569
-278
| -33% | -$28.8K | ﹤0.01% | 1621 |
|
|
2022
Q3 | $84K | Buy |
847
+111
| +15% | +$12.1K | ﹤0.01% | 1412 |
|
|
2022
Q2 | $78K | Buy |
736
+39
| +6% | +$4.21K | ﹤0.01% | 1416 |
|
|
2022
Q1 | $80K | Sell |
697
-48
| -6% | -$5.22K | ﹤0.01% | 1414 |
|
|
2021
Q4 | $84K | Buy |
+745
| New | +$79.3K | ﹤0.01% | 1371 |
|
|
2021
Q2 | $33K | Hold |
334
| – | – | ﹤0.01% | 1567 |
|
|
2021
Q1 | $33K | Hold |
334
| – | – | ﹤0.01% | 1567 |
|
|
2020
Q4 | $33K | Hold |
334
| – | – | ﹤0.01% | 1567 |
|
|
2020
Q3 | $33K | Hold |
334
| – | – | ﹤0.01% | 1567 |
|
|
2020
Q2 | $33K | Hold |
334
| – | – | ﹤0.01% | 1567 |
|
|
2020
Q1 | $33K | Hold |
334
| – | – | ﹤0.01% | 1567 |
|
|
2019
Q4 | $33K | Hold |
334
| – | – | ﹤0.01% | 1567 |
|
|
2019
Q3 | $33K | Hold |
334
| – | – | ﹤0.01% | 1567 |
|
|
2019
Q2 | $33K | Hold |
334
| – | – | ﹤0.01% | 1567 |
|
|
2019
Q1 | $33K | Buy |
334
+84
| +34% | +$8.15K | ﹤0.01% | 1567 |
|
|
2018
Q4 | $23K | Buy |
250
+230
| +1,150% | +$22.5K | ﹤0.01% | 1094 |
|
|
2018
Q3 | $2K | Sell |
20
-10
| -33% | -$963 | ﹤0.01% | 1526 |
|
|
2018
Q2 | $3K | Buy |
30
+20
| +200% | +$1.79K | ﹤0.01% | 1294 |
|
|
2018
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 1280 |
|
|
2017
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 1362 |
|
|
2017
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 1374 |
|
|
2017
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 1097 |
|
|
2017
Q1 | $1K | Buy |
+10
| New | +$806 | ﹤0.01% | 1063 |
|
|
2016
Q4 | – | Sell |
-10
| Closed | -$1K | – | 1133 |
|
|
2016
Q3 | $1K | Buy |
+10
| New | +$789 | ﹤0.01% | 949 |
|
Other funds holding IDA
WHRC
Carson Wealth (CWM LLC)'s IDA Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Idacorp (IDA) stake by 8.8% in Q1 2026, selling an estimated $43.8K and leaving 3,308 shares worth $473K. The position accounts for ﹤0.01% of the portfolio, ranked #2058.
Carson Wealth (CWM LLC) first reported a position in IDA in Q3 2016 and has held it in 37 quarters since. 549 funds tracked by Wall St. Rank hold IDA as of Q1 2026.
- Carson Wealth (CWM LLC) held 3,308 shares of Idacorp worth $473K as of Q1 2026.
- Carson Wealth (CWM LLC) sold 319 Idacorp shares in Q1 2026, an estimated $43.8K.
- Idacorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2058 holding.
- Carson Wealth (CWM LLC) first reported a position in Idacorp in Q3 2016 and has held it in 37 quarters since.
- 549 funds tracked by Wall St. Rank held Idacorp as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.