Carson Wealth (CWM LLC)’s iRobot IRBT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23K | Sell |
7,394
-3,920
| -35% | -$12.2K | ﹤0.01% | 3821 |
|
|
2025
Q1 | $31K | Buy |
11,314
+10,821
| +2,195% | +$29.6K | ﹤0.01% | 3359 |
|
|
2024
Q4 | $4K | Buy |
493
+217
| +79% | +$1.76K | ﹤0.01% | 4318 |
|
|
2024
Q3 | $2K | Sell |
276
-2,482
| -90% | -$18K | ﹤0.01% | 4405 |
|
|
2024
Q2 | $25K | Buy |
2,758
+2,278
| +475% | +$20.6K | ﹤0.01% | 2967 |
|
|
2024
Q1 | $4K | Buy |
480
+259
| +117% | +$2.16K | ﹤0.01% | 3763 |
|
|
2023
Q4 | $9K | Sell |
221
-136
| -38% | -$5.54K | ﹤0.01% | 3240 |
|
|
2023
Q3 | $14K | Sell |
357
-10
| -3% | -$392 | ﹤0.01% | 2916 |
|
|
2023
Q2 | $17K | Sell |
367
-22
| -6% | -$1.02K | ﹤0.01% | 2742 |
|
|
2023
Q1 | $17K | Buy |
389
+272
| +232% | +$11.9K | ﹤0.01% | 2617 |
|
|
2022
Q4 | $6K | Sell |
117
-243
| -68% | -$12.5K | ﹤0.01% | 3082 |
|
|
2022
Q3 | $20K | Sell |
360
-94
| -21% | -$5.22K | ﹤0.01% | 2217 |
|
|
2022
Q2 | $17K | Sell |
454
-173
| -28% | -$6.48K | ﹤0.01% | 2220 |
|
|
2022
Q1 | $40K | Buy |
627
+110
| +21% | +$7.02K | ﹤0.01% | 1699 |
|
|
2021
Q4 | $34K | Buy |
+517
| New | +$34K | ﹤0.01% | 1737 |
|
|
2021
Q2 | $44K | Hold |
476
| – | – | ﹤0.01% | 1446 |
|
|
2021
Q1 | $44K | Hold |
476
| – | – | ﹤0.01% | 1446 |
|
|
2020
Q4 | $44K | Hold |
476
| – | – | ﹤0.01% | 1446 |
|
|
2020
Q3 | $44K | Hold |
476
| – | – | ﹤0.01% | 1446 |
|
|
2020
Q2 | $44K | Hold |
476
| – | – | ﹤0.01% | 1446 |
|
|
2020
Q1 | $44K | Hold |
476
| – | – | ﹤0.01% | 1446 |
|
|
2019
Q4 | $44K | Hold |
476
| – | – | ﹤0.01% | 1446 |
|
|
2019
Q3 | $44K | Hold |
476
| – | – | ﹤0.01% | 1446 |
|
|
2019
Q2 | $44K | Hold |
476
| – | – | ﹤0.01% | 1446 |
|
|
2019
Q1 | $44K | Sell |
476
-64,828
| -99% | -$5.99M | ﹤0.01% | 1446 |
|
|
2018
Q4 | $5.47M | Buy |
65,304
+3,085
| +5% | +$258K | 0.14% | 145 |
|
|
2018
Q3 | $6.84M | Buy |
62,219
+547
| +0.9% | +$60.1K | 0.17% | 129 |
|
|
2018
Q2 | $4.67M | Buy |
61,672
+11,800
| +24% | +$894K | 0.15% | 124 |
|
|
2018
Q1 | $3.2M | Buy |
49,872
+49,686
| +26,713% | +$3.19M | 0.13% | 133 |
|
|
2017
Q4 | $14K | Sell |
186
-32
| -15% | -$2.41K | ﹤0.01% | 789 |
|
|
2017
Q3 | $17K | Hold |
218
| – | – | ﹤0.01% | 746 |
|
|
2017
Q2 | $18K | Sell |
218
-44,050
| -100% | -$3.64M | ﹤0.01% | 647 |
|
|
2017
Q1 | $2.93M | Sell |
44,268
-15,783
| -26% | -$1.04M | 0.17% | 115 |
|
|
2016
Q4 | $3.51M | Sell |
60,051
-21,378
| -26% | -$1.25M | 0.22% | 109 |
|
|
2016
Q3 | $3.58M | Sell |
81,429
-60,325
| -43% | -$2.65M | 0.25% | 108 |
|
|
2016
Q2 | $4.97M | Sell |
141,754
-35,420
| -20% | -$1.24M | 0.36% | 84 |
|
|
2016
Q1 | $6.25M | Sell |
177,174
-22,763
| -11% | -$804K | 0.55% | 68 |
|
|
2015
Q4 | $7.08M | Buy |
199,937
+6,575
| +3% | +$233K | 0.69% | 56 |
|
|
2015
Q3 | $5.64M | Buy |
193,362
+22,311
| +13% | +$650K | 0.57% | 64 |
|
|
2015
Q2 | $5.45M | Buy |
171,051
+23,098
| +16% | +$736K | 0.52% | 80 |
|
|
2015
Q1 | $4.83M | Buy |
147,953
+38,552
| +35% | +$1.26M | 0.49% | 83 |
|
|
2014
Q4 | $3.8M | Buy |
109,401
+19,640
| +22% | +$682K | 0.46% | 83 |
|
|
2014
Q3 | $2.73M | Buy |
89,761
+21,324
| +31% | +$649K | 0.4% | 81 |
|
|
2014
Q2 | $2.8M | Buy |
68,437
+26,756
| +64% | +$1.1M | 0.5% | 62 |
|
|
2014
Q1 | $1.71M | Buy |
41,681
+19,842
| +91% | +$815K | 0.23% | 75 |
|
|
2013
Q4 | $760K | Buy |
+21,839
| New | +$760K | 0.12% | 115 |
|