Carson Wealth (CWM LLC)’s iRhythm Holdings IRTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $195K | Buy |
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|
2025
Q3 | $168K | Buy |
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|
2025
Q2 | $87K | Buy |
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|
2025
Q1 | $54K | Buy |
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|
2024
Q4 | $30K | Sell |
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|
2024
Q3 | $119K | Sell |
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|
2024
Q2 | $195K | Buy |
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|
2024
Q1 | $206K | Sell |
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|
2023
Q4 | $195K | Sell |
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|
2023
Q3 | $217K | Sell |
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|
2023
Q2 | $265K | Sell |
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|
2023
Q1 | $6.01M | Buy |
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|
2022
Q4 | $3.59M | Sell |
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|
2022
Q3 | $5.72M | Sell |
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|
2022
Q2 | $5.22M | Sell |
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|
2022
Q1 | $16.2M | Sell |
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|
2021
Q4 | $13.9M | Buy |
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|
2021
Q2 | $8.3M | Hold |
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|
2021
Q1 | $8.3M | Hold |
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|
2020
Q4 | $8.3M | Hold |
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|
2020
Q3 | $8.3M | Hold |
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|
2020
Q2 | $8.3M | Hold |
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|
2020
Q1 | $8.3M | Hold |
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|
2019
Q4 | $8.3M | Hold |
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|
2019
Q3 | $8.3M | Hold |
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|
2019
Q2 | $8.3M | Hold |
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|
2019
Q1 | $8.3M | Buy |
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