Carson Wealth (CWM LLC)’s International Paper IP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $932K | Sell |
19,893
-997
| -5% | -$46.7K | ﹤0.01% | 1274 |
|
|
2025
Q1 | $1.11M | Buy |
20,890
+522
| +3% | +$27.8K | ﹤0.01% | 1067 |
|
|
2024
Q4 | $1.1M | Buy |
20,368
+4,468
| +28% | +$240K | ﹤0.01% | 1030 |
|
|
2024
Q3 | $777K | Sell |
15,900
-448
| -3% | -$21.9K | ﹤0.01% | 1159 |
|
|
2024
Q2 | $705K | Buy |
16,348
+1,305
| +9% | +$56.3K | ﹤0.01% | 1062 |
|
|
2024
Q1 | $587K | Sell |
15,043
-2,572
| -15% | -$100K | ﹤0.01% | 1069 |
|
|
2023
Q4 | $637K | Buy |
17,615
+3,046
| +21% | +$110K | ﹤0.01% | 972 |
|
|
2023
Q3 | $517K | Buy |
14,569
+5,569
| +62% | +$198K | ﹤0.01% | 966 |
|
|
2023
Q2 | $286K | Sell |
9,000
-31
| -0.3% | -$985 | ﹤0.01% | 1124 |
|
|
2023
Q1 | $326K | Buy |
9,031
+709
| +9% | +$25.6K | ﹤0.01% | 1027 |
|
|
2022
Q4 | $288K | Sell |
8,322
-2,236
| -21% | -$77.4K | ﹤0.01% | 969 |
|
|
2022
Q3 | $335K | Buy |
10,558
+4,276
| +68% | +$136K | ﹤0.01% | 869 |
|
|
2022
Q2 | $263K | Buy |
6,282
+1,288
| +26% | +$53.9K | ﹤0.01% | 937 |
|
|
2022
Q1 | $230K | Buy |
4,994
+1,457
| +41% | +$67.1K | ﹤0.01% | 984 |
|
|
2021
Q4 | $166K | Buy |
+3,537
| New | +$166K | ﹤0.01% | 1098 |
|
|
2021
Q2 | $159K | Hold |
2,742
| – | – | ﹤0.01% | 977 |
|
|
2021
Q1 | $159K | Hold |
2,742
| – | – | ﹤0.01% | 977 |
|
|
2020
Q4 | $159K | Hold |
2,742
| – | – | ﹤0.01% | 977 |
|
|
2020
Q3 | $159K | Hold |
2,742
| – | – | ﹤0.01% | 977 |
|
|
2020
Q2 | $159K | Hold |
2,742
| – | – | ﹤0.01% | 977 |
|
|
2020
Q1 | $159K | Hold |
2,742
| – | – | ﹤0.01% | 977 |
|
|
2019
Q4 | $159K | Hold |
2,742
| – | – | ﹤0.01% | 977 |
|
|
2019
Q3 | $159K | Hold |
2,742
| – | – | ﹤0.01% | 977 |
|
|
2019
Q2 | $159K | Hold |
2,742
| – | – | ﹤0.01% | 977 |
|
|
2019
Q1 | $159K | Buy |
2,742
+1,957
| +249% | +$113K | ﹤0.01% | 977 |
|
|
2018
Q4 | $30K | Buy |
785
+352
| +81% | +$13.5K | ﹤0.01% | 1013 |
|
|
2018
Q3 | $20K | Buy |
433
+180
| +71% | +$8.31K | ﹤0.01% | 947 |
|
|
2018
Q2 | $12K | Hold |
253
| – | – | ﹤0.01% | 949 |
|
|
2018
Q1 | $13K | Buy |
253
+84
| +50% | +$4.32K | ﹤0.01% | 795 |
|
|
2017
Q4 | $9K | Buy |
169
+21
| +14% | +$1.12K | ﹤0.01% | 913 |
|
|
2017
Q3 | $8K | Sell |
148
-929
| -86% | -$50.2K | ﹤0.01% | 942 |
|
|
2017
Q2 | $58K | Hold |
1,077
| – | – | ﹤0.01% | 454 |
|
|
2017
Q1 | $52K | Hold |
1,077
| – | – | ﹤0.01% | 452 |
|
|
2016
Q4 | $54K | Hold |
1,077
| – | – | ﹤0.01% | 438 |
|
|
2016
Q3 | $49K | Hold |
1,077
| – | – | ﹤0.01% | 422 |
|
|
2016
Q2 | $43K | Hold |
1,077
| – | – | ﹤0.01% | 386 |
|
|
2016
Q1 | $42K | Sell |
1,077
-22,404
| -95% | -$874K | ﹤0.01% | 363 |
|
|
2015
Q4 | $838K | Sell |
23,481
-23,733
| -50% | -$847K | 0.08% | 153 |
|
|
2015
Q3 | $1.69M | Sell |
47,214
-221,081
| -82% | -$7.91M | 0.17% | 128 |
|
|
2015
Q2 | $12.1M | Buy |
268,295
+27,978
| +12% | +$1.26M | 1.16% | 24 |
|
|
2015
Q1 | $12.6M | Buy |
240,317
+43,791
| +22% | +$2.3M | 1.28% | 24 |
|
|
2014
Q4 | $9.97M | Buy |
+196,526
| New | +$9.97M | 1.21% | 25 |
|