Carson Wealth (CWM LLC)’s IDT Corp IDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $109K | Buy |
2,229
+754
| +51% | +$37.3K | ﹤0.01% | 3185 |
|
|
2025
Q4 | $76K | Sell |
1,475
-713
| -33% | -$35.7K | ﹤0.01% | 3287 |
|
|
2025
Q3 | $114K | Buy |
2,188
+404
| +23% | +$25.2K | ﹤0.01% | 2875 |
|
|
2025
Q2 | $122K | Sell |
1,784
-40
| -2% | -$2.29K | ﹤0.01% | 2556 |
|
|
2025
Q1 | $94K | Sell |
1,824
-62
| -3% | -$3K | ﹤0.01% | 2475 |
|
|
2024
Q4 | $90K | Buy |
1,886
+563
| +43% | +$27K | ﹤0.01% | 2353 |
|
|
2024
Q3 | $50K | Sell |
1,323
-474
| -26% | -$17.6K | ﹤0.01% | 2696 |
|
|
2024
Q2 | $65K | Buy |
1,797
+624
| +53% | +$23.5K | ﹤0.01% | 2281 |
|
|
2024
Q1 | $44K | Buy |
1,173
+156
| +15% | +$5.57K | ﹤0.01% | 2378 |
|
|
2023
Q4 | $35K | Sell |
1,017
-98
| -9% | -$2.89K | ﹤0.01% | 2393 |
|
|
2023
Q3 | $25K | Buy |
1,115
+170
| +18% | +$4K | ﹤0.01% | 2525 |
|
|
2023
Q2 | $24K | Buy |
945
+195
| +26% | +$6.02K | ﹤0.01% | 2513 |
|
|
2023
Q1 | $26K | Hold |
750
| – | – | ﹤0.01% | 2319 |
|
|
2022
Q4 | $21K | Hold |
750
| – | – | ﹤0.01% | 2326 |
|
|
2022
Q3 | $19K | Hold |
750
| – | – | ﹤0.01% | 2253 |
|
|
2022
Q2 | $19K | Hold |
750
| – | – | ﹤0.01% | 2148 |
|
|
2022
Q1 | $26K | Hold |
750
| – | – | ﹤0.01% | 1920 |
|
|
2021
Q4 | $33K | Buy |
+750
| New | +$38.1K | ﹤0.01% | 1750 |
|
|
2021
Q2 | $28K | Hold |
750
| – | – | ﹤0.01% | 1643 |
|
|
2021
Q1 | $28K | Hold |
750
| – | – | ﹤0.01% | 1643 |
|
|
2020
Q4 | $28K | Hold |
750
| – | – | ﹤0.01% | 1643 |
|
|
2020
Q3 | $28K | Hold |
750
| – | – | ﹤0.01% | 1643 |
|
|
2020
Q2 | $28K | Hold |
750
| – | – | ﹤0.01% | 1643 |
|
|
2020
Q1 | $28K | Hold |
750
| – | – | ﹤0.01% | 1643 |
|
|
2019
Q4 | $28K | Hold |
750
| – | – | ﹤0.01% | 1643 |
|
|
2019
Q3 | $28K | Hold |
750
| – | – | ﹤0.01% | 1643 |
|
|
2019
Q2 | $28K | Hold |
750
| – | – | ﹤0.01% | 1643 |
|
|
2019
Q1 | $28K | Buy |
+750
| New | +$5K | ﹤0.01% | 1643 |
|
|
2016
Q3 | – | Sell |
-53
| Closed | -$1K | – | 1023 |
|
|
2016
Q2 | $1K | Sell |
53
-11
| -17% | -$122 | ﹤0.01% | 746 |
|
|
2016
Q1 | $1K | Hold |
64
| – | – | ﹤0.01% | 710 |
|
|
2015
Q4 | $1K | Hold |
64
| – | – | ﹤0.01% | 643 |
|
|
2015
Q3 | $1K | Buy |
+64
| New | +$737 | ﹤0.01% | 609 |
|
|
2014
Q1 | – | Sell |
-64
| Closed | -$1K | – | 307 |
|
|
2013
Q4 | $1K | Hold |
64
| – | – | ﹤0.01% | 608 |
|
|
2013
Q3 | $1K | Buy |
+64
| New | +$777 | ﹤0.01% | 434 |
|
Other funds holding IDT
CB
KBG
Carson Wealth (CWM LLC)'s IDT Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its IDT Corp (IDT) stake by 51% in Q1 2026, buying an estimated $37.3K and bringing the position to 2,229 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #3185.
Carson Wealth (CWM LLC) first reported a position in IDT in Q3 2013 and has held it in 34 quarters since. The position peaked at $122K in Q2 2025. 202 funds tracked by Wall St. Rank hold IDT as of Q1 2026.
- Carson Wealth (CWM LLC) held 2,229 shares of IDT Corp worth $109K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 754 IDT Corp shares in Q1 2026, an estimated $37.3K.
- IDT Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3185 holding.
- Carson Wealth (CWM LLC) first reported a position in IDT Corp in Q3 2013 and has held it in 34 quarters since.
- Carson Wealth (CWM LLC)'s IDT Corp position peaked at $122K in Q2 2025.
- 202 funds tracked by Wall St. Rank held IDT Corp as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.