Carson Wealth (CWM LLC)’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.82M | Buy |
9,461
+3,261
| +53% | +$1.32M | 0.01% | 680 |
|
|
2025
Q1 | $2.6M | Sell |
6,200
-400
| -6% | -$168K | 0.01% | 742 |
|
|
2024
Q4 | $3.2M | Sell |
6,600
-394
| -6% | -$191K | 0.01% | 597 |
|
|
2024
Q3 | $3.54M | Buy |
6,994
+1,040
| +17% | +$527K | 0.02% | 528 |
|
|
2024
Q2 | $2.67M | Sell |
5,954
-188
| -3% | -$84.4K | 0.01% | 567 |
|
|
2024
Q1 | $2.93M | Buy |
6,142
+931
| +18% | +$444K | 0.01% | 534 |
|
|
2023
Q4 | $2.35M | Buy |
5,211
+15
| +0.3% | +$6.77K | 0.01% | 544 |
|
|
2023
Q3 | $1.79M | Buy |
5,196
+269
| +5% | +$92.4K | 0.01% | 571 |
|
|
2023
Q2 | $1.73M | Buy |
4,927
+2,731
| +124% | +$957K | 0.01% | 550 |
|
|
2023
Q1 | $715K | Buy |
2,196
+68
| +3% | +$22.1K | ﹤0.01% | 771 |
|
|
2022
Q4 | $715K | Buy |
2,128
+36
| +2% | +$12.1K | 0.01% | 703 |
|
|
2022
Q3 | $579K | Buy |
2,092
+226
| +12% | +$62.6K | ﹤0.01% | 704 |
|
|
2022
Q2 | $451K | Buy |
1,866
+217
| +13% | +$52.4K | ﹤0.01% | 766 |
|
|
2022
Q1 | $491K | Buy |
1,649
+624
| +61% | +$186K | ﹤0.01% | 736 |
|
|
2021
Q4 | $343K | Buy |
+1,025
| New | +$343K | ﹤0.01% | 830 |
|
|
2021
Q2 | $71K | Hold |
293
| – | – | ﹤0.01% | 1257 |
|
|
2021
Q1 | $71K | Hold |
293
| – | – | ﹤0.01% | 1257 |
|
|
2020
Q4 | $71K | Hold |
293
| – | – | ﹤0.01% | 1257 |
|
|
2020
Q3 | $71K | Hold |
293
| – | – | ﹤0.01% | 1257 |
|
|
2020
Q2 | $71K | Hold |
293
| – | – | ﹤0.01% | 1257 |
|
|
2020
Q1 | $71K | Hold |
293
| – | – | ﹤0.01% | 1257 |
|
|
2019
Q4 | $71K | Hold |
293
| – | – | ﹤0.01% | 1257 |
|
|
2019
Q3 | $71K | Hold |
293
| – | – | ﹤0.01% | 1257 |
|
|
2019
Q2 | $71K | Hold |
293
| – | – | ﹤0.01% | 1257 |
|
|
2019
Q1 | $71K | Buy |
293
+128
| +78% | +$31K | ﹤0.01% | 1257 |
|
|
2018
Q4 | $21K | Buy |
165
+2
| +1% | +$255 | ﹤0.01% | 1116 |
|
|
2018
Q3 | $26K | Buy |
163
+3
| +2% | +$479 | ﹤0.01% | 893 |
|
|
2018
Q2 | $21K | Buy |
160
+141
| +742% | +$18.5K | ﹤0.01% | 827 |
|
|
2018
Q1 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 1178 |
|