Carson Wealth (CWM LLC)’s Itron ITRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $54.3K | Sell |
606
-36
| -6% | -$3.46K | ﹤0.01% | 3762 |
|
|
2025
Q4 | $60K | Sell |
642
-1,796
| -74% | -$196K | ﹤0.01% | 3463 |
|
|
2025
Q3 | $304K | Sell |
2,438
-3
| -0.1% | -$382 | ﹤0.01% | 2124 |
|
|
2025
Q2 | $321K | Buy |
2,441
+200
| +9% | +$22.6K | ﹤0.01% | 1815 |
|
|
2025
Q1 | $235K | Sell |
2,241
-757
| -25% | -$79.3K | ﹤0.01% | 1820 |
|
|
2024
Q4 | $326K | Buy |
2,998
+795
| +36% | +$88.8K | ﹤0.01% | 1545 |
|
|
2024
Q3 | $235K | Buy |
2,203
+1,322
| +150% | +$134K | ﹤0.01% | 1675 |
|
|
2024
Q2 | $87K | Buy |
881
+669
| +316% | +$67.3K | ﹤0.01% | 2060 |
|
|
2024
Q1 | $20K | Buy |
212
+10
| +5% | +$805 | ﹤0.01% | 2914 |
|
|
2023
Q4 | $15K | Sell |
202
-32
| -14% | -$2.08K | ﹤0.01% | 2942 |
|
|
2023
Q3 | $14K | Buy |
234
+17
| +8% | +$1.17K | ﹤0.01% | 2919 |
|
|
2023
Q2 | $16K | Sell |
217
-50
| -19% | -$3.16K | ﹤0.01% | 2783 |
|
|
2023
Q1 | $15K | Buy |
267
+97
| +57% | +$5.36K | ﹤0.01% | 2693 |
|
|
2022
Q4 | $9K | Buy |
170
+45
| +36% | +$2.22K | ﹤0.01% | 2860 |
|
|
2022
Q3 | $5K | Sell |
125
-110
| -47% | -$5.48K | ﹤0.01% | 3074 |
|
|
2022
Q2 | $12K | Buy |
235
+67
| +40% | +$3.32K | ﹤0.01% | 2464 |
|
|
2022
Q1 | $9K | Buy |
168
+116
| +223% | +$6.49K | ﹤0.01% | 2542 |
|
|
2021
Q4 | $4K | Buy |
+52
| New | +$3.66K | ﹤0.01% | 2843 |
|
|
2021
Q2 | $4K | Hold |
39
| – | – | ﹤0.01% | 2447 |
|
|
2021
Q1 | $4K | Hold |
39
| – | – | ﹤0.01% | 2447 |
|
|
2020
Q4 | $4K | Hold |
39
| – | – | ﹤0.01% | 2446 |
|
|
2020
Q3 | $4K | Hold |
39
| – | – | ﹤0.01% | 2446 |
|
|
2020
Q2 | $4K | Hold |
39
| – | – | ﹤0.01% | 2446 |
|
|
2020
Q1 | $4K | Hold |
39
| – | – | ﹤0.01% | 2446 |
|
|
2019
Q4 | $4K | Hold |
39
| – | – | ﹤0.01% | 2445 |
|
|
2019
Q3 | $4K | Hold |
39
| – | – | ﹤0.01% | 2445 |
|
|
2019
Q2 | $4K | Hold |
39
| – | – | ﹤0.01% | 2445 |
|
|
2019
Q1 | $4K | Buy |
39
+27
| +225% | +$1.43K | ﹤0.01% | 2444 |
|
|
2018
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 1912 |
|
|
2018
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 1682 |
|
|
2018
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 1536 |
|
|
2018
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 1283 |
|
|
2017
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 1365 |
|
|
2017
Q3 | $1K | Sell |
12
-200
| -94% | -$14.5K | ﹤0.01% | 1381 |
|
|
2017
Q2 | $14K | Buy |
212
+200
| +1,667% | +$13.1K | ﹤0.01% | 710 |
|
|
2017
Q1 | $1K | Buy |
+12
| New | +$746 | ﹤0.01% | 1067 |
|
Other funds holding ITRI
Carson Wealth (CWM LLC)'s ITRI Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Itron (ITRI) stake by 5.6% in Q1 2026, selling an estimated $3.46K and leaving 606 shares worth $54.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3762.
Carson Wealth (CWM LLC) first reported a position in ITRI in Q1 2017 and has held it in 36 quarters since. The position peaked at $326K in Q4 2024. 433 funds tracked by Wall St. Rank hold ITRI as of Q1 2026.
- Carson Wealth (CWM LLC) held 606 shares of Itron worth $54.3K as of Q1 2026.
- Carson Wealth (CWM LLC) sold 36 Itron shares in Q1 2026, an estimated $3.46K.
- Itron made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3762 holding.
- Carson Wealth (CWM LLC) first reported a position in Itron in Q1 2017 and has held it in 36 quarters since.
- Carson Wealth (CWM LLC)'s Itron position peaked at $326K in Q4 2024.
- 433 funds tracked by Wall St. Rank held Itron as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.