Carson Wealth (CWM LLC)’s InterDigital IDCC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $262K | Buy |
1,169
+31
| +3% | +$6.95K | ﹤0.01% | 1954 |
|
|
2025
Q1 | $235K | Buy |
1,138
+220
| +24% | +$45.4K | ﹤0.01% | 1817 |
|
|
2024
Q4 | $178K | Buy |
918
+67
| +8% | +$13K | ﹤0.01% | 1897 |
|
|
2024
Q3 | $121K | Buy |
851
+216
| +34% | +$30.7K | ﹤0.01% | 2077 |
|
|
2024
Q2 | $74K | Buy |
635
+187
| +42% | +$21.8K | ﹤0.01% | 2189 |
|
|
2024
Q1 | $48K | Sell |
448
-54
| -11% | -$5.79K | ﹤0.01% | 2316 |
|
|
2023
Q4 | $54K | Sell |
502
-77
| -13% | -$8.28K | ﹤0.01% | 2123 |
|
|
2023
Q3 | $46K | Sell |
579
-1
| -0.2% | -$79 | ﹤0.01% | 2115 |
|
|
2023
Q2 | $56K | Sell |
580
-9
| -2% | -$869 | ﹤0.01% | 1890 |
|
|
2023
Q1 | $43K | Buy |
589
+3
| +0.5% | +$219 | ﹤0.01% | 1969 |
|
|
2022
Q4 | $29K | Sell |
586
-33
| -5% | -$1.63K | ﹤0.01% | 2107 |
|
|
2022
Q3 | $25K | Buy |
619
+237
| +62% | +$9.57K | ﹤0.01% | 2083 |
|
|
2022
Q2 | $23K | Buy |
382
+167
| +78% | +$10.1K | ﹤0.01% | 2030 |
|
|
2022
Q1 | $14K | Sell |
215
-167
| -44% | -$10.9K | ﹤0.01% | 2297 |
|
|
2021
Q4 | $27K | Buy |
+382
| New | +$27K | ﹤0.01% | 1828 |
|
|
2021
Q2 | $32K | Hold |
445
| – | – | ﹤0.01% | 1579 |
|
|
2021
Q1 | $32K | Hold |
445
| – | – | ﹤0.01% | 1579 |
|
|
2020
Q4 | $32K | Hold |
445
| – | – | ﹤0.01% | 1579 |
|
|
2020
Q3 | $32K | Hold |
445
| – | – | ﹤0.01% | 1579 |
|
|
2020
Q2 | $32K | Hold |
445
| – | – | ﹤0.01% | 1579 |
|
|
2020
Q1 | $32K | Hold |
445
| – | – | ﹤0.01% | 1579 |
|
|
2019
Q4 | $32K | Hold |
445
| – | – | ﹤0.01% | 1579 |
|
|
2019
Q3 | $32K | Hold |
445
| – | – | ﹤0.01% | 1579 |
|
|
2019
Q2 | $32K | Hold |
445
| – | – | ﹤0.01% | 1579 |
|
|
2019
Q1 | $32K | Sell |
445
-193,090
| -100% | -$13.9M | ﹤0.01% | 1579 |
|
|
2018
Q4 | $12.9M | Sell |
193,535
-1,836
| -0.9% | -$122K | 0.32% | 75 |
|
|
2018
Q3 | $15.6M | Sell |
195,371
-3,977
| -2% | -$318K | 0.4% | 66 |
|
|
2018
Q2 | $16.1M | Sell |
199,348
-13,530
| -6% | -$1.09M | 0.53% | 51 |
|
|
2018
Q1 | $15.7M | Buy |
212,878
+42,016
| +25% | +$3.09M | 0.62% | 45 |
|
|
2017
Q4 | $13M | Sell |
170,862
-10,329
| -6% | -$787K | 0.58% | 45 |
|
|
2017
Q3 | $13.4M | Buy |
181,191
+181,031
| +113,144% | +$13.4M | 0.63% | 43 |
|
|
2017
Q2 | $12K | Hold |
160
| – | – | ﹤0.01% | 740 |
|
|
2017
Q1 | $14K | Hold |
160
| – | – | ﹤0.01% | 681 |
|
|
2016
Q4 | $15K | Hold |
160
| – | – | ﹤0.01% | 648 |
|
|
2016
Q3 | $13K | Buy |
+160
| New | +$13K | ﹤0.01% | 632 |
|