Carson Wealth (CWM LLC)’s iRhythm Technologies IRTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $87K | Buy |
564
+47
| +9% | +$7.25K | ﹤0.01% | 2840 |
|
|
2025
Q1 | $54K | Buy |
517
+182
| +54% | +$19K | ﹤0.01% | 2914 |
|
|
2024
Q4 | $30K | Sell |
335
-1,264
| -79% | -$113K | ﹤0.01% | 3171 |
|
|
2024
Q3 | $119K | Sell |
1,599
-208
| -12% | -$15.5K | ﹤0.01% | 2087 |
|
|
2024
Q2 | $195K | Buy |
1,807
+34
| +2% | +$3.67K | ﹤0.01% | 1595 |
|
|
2024
Q1 | $206K | Sell |
1,773
-50
| -3% | -$5.81K | ﹤0.01% | 1507 |
|
|
2023
Q4 | $195K | Sell |
1,823
-482
| -21% | -$51.6K | ﹤0.01% | 1434 |
|
|
2023
Q3 | $217K | Sell |
2,305
-240
| -9% | -$22.6K | ﹤0.01% | 1282 |
|
|
2023
Q2 | $265K | Sell |
2,545
-45,940
| -95% | -$4.78M | ﹤0.01% | 1156 |
|
|
2023
Q1 | $6.01M | Buy |
48,485
+10,127
| +26% | +$1.26M | 0.04% | 287 |
|
|
2022
Q4 | $3.59M | Sell |
38,358
-7,322
| -16% | -$686K | 0.03% | 356 |
|
|
2022
Q3 | $5.72M | Sell |
45,680
-2,655
| -5% | -$333K | 0.05% | 263 |
|
|
2022
Q2 | $5.22M | Sell |
48,335
-54,529
| -53% | -$5.89M | 0.04% | 286 |
|
|
2022
Q1 | $16.2M | Sell |
102,864
-14,917
| -13% | -$2.35M | 0.11% | 163 |
|
|
2021
Q4 | $13.9M | Buy |
+117,781
| New | +$13.9M | 0.1% | 183 |
|
|
2021
Q2 | $8.3M | Hold |
125,141
| – | – | 0.07% | 218 |
|
|
2021
Q1 | $8.3M | Hold |
125,141
| – | – | 0.07% | 218 |
|
|
2020
Q4 | $8.3M | Hold |
125,141
| – | – | 0.07% | 218 |
|
|
2020
Q3 | $8.3M | Hold |
125,141
| – | – | 0.07% | 218 |
|
|
2020
Q2 | $8.3M | Hold |
125,141
| – | – | 0.07% | 218 |
|
|
2020
Q1 | $8.3M | Hold |
125,141
| – | – | 0.07% | 218 |
|
|
2019
Q4 | $8.3M | Hold |
125,141
| – | – | 0.07% | 218 |
|
|
2019
Q3 | $8.3M | Hold |
125,141
| – | – | 0.07% | 218 |
|
|
2019
Q2 | $8.3M | Hold |
125,141
| – | – | 0.07% | 218 |
|
|
2019
Q1 | $8.3M | Buy |
+125,141
| New | +$8.3M | 0.07% | 218 |
|