Carson Wealth (CWM LLC)’s Loews L Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $517K | Buy |
5,640
+1,227
| +28% | +$112K | ﹤0.01% | 1573 |
|
|
2025
Q1 | $406K | Sell |
4,413
-14
| -0.3% | -$1.29K | ﹤0.01% | 1536 |
|
|
2024
Q4 | $375K | Buy |
4,427
+405
| +10% | +$34.3K | ﹤0.01% | 1492 |
|
|
2024
Q3 | $318K | Buy |
4,022
+363
| +10% | +$28.7K | ﹤0.01% | 1507 |
|
|
2024
Q2 | $273K | Buy |
3,659
+338
| +10% | +$25.2K | ﹤0.01% | 1438 |
|
|
2024
Q1 | $260K | Buy |
3,321
+507
| +18% | +$39.7K | ﹤0.01% | 1394 |
|
|
2023
Q4 | $196K | Buy |
2,814
+386
| +16% | +$26.9K | ﹤0.01% | 1432 |
|
|
2023
Q3 | $154K | Buy |
2,428
+8
| +0.3% | +$507 | ﹤0.01% | 1414 |
|
|
2023
Q2 | $144K | Buy |
2,420
+396
| +20% | +$23.6K | ﹤0.01% | 1382 |
|
|
2023
Q1 | $117K | Buy |
2,024
+1,062
| +110% | +$61.4K | ﹤0.01% | 1414 |
|
|
2022
Q4 | $56K | Buy |
962
+385
| +67% | +$22.4K | ﹤0.01% | 1673 |
|
|
2022
Q3 | $29K | Sell |
577
-994
| -63% | -$50K | ﹤0.01% | 1984 |
|
|
2022
Q2 | $93K | Buy |
1,571
+863
| +122% | +$51.1K | ﹤0.01% | 1342 |
|
|
2022
Q1 | $46K | Buy |
708
+456
| +181% | +$29.6K | ﹤0.01% | 1642 |
|
|
2021
Q4 | $15K | Buy |
+252
| New | +$15K | ﹤0.01% | 2131 |
|
|
2021
Q2 | $3K | Hold |
54
| – | – | ﹤0.01% | 2513 |
|
|
2021
Q1 | $3K | Hold |
54
| – | – | ﹤0.01% | 2513 |
|
|
2020
Q4 | $3K | Hold |
54
| – | – | ﹤0.01% | 2513 |
|
|
2020
Q3 | $3K | Hold |
54
| – | – | ﹤0.01% | 2513 |
|
|
2020
Q2 | $3K | Hold |
54
| – | – | ﹤0.01% | 2513 |
|
|
2020
Q1 | $3K | Hold |
54
| – | – | ﹤0.01% | 2513 |
|
|
2019
Q4 | $3K | Hold |
54
| – | – | ﹤0.01% | 2513 |
|
|
2019
Q3 | $3K | Hold |
54
| – | – | ﹤0.01% | 2513 |
|
|
2019
Q2 | $3K | Hold |
54
| – | – | ﹤0.01% | 2513 |
|
|
2019
Q1 | $3K | Sell |
54
-72
| -57% | -$4K | ﹤0.01% | 2513 |
|
|
2018
Q4 | $6K | Sell |
126
-60
| -32% | -$2.86K | ﹤0.01% | 1478 |
|
|
2018
Q3 | $9K | Sell |
186
-21
| -10% | -$1.02K | ﹤0.01% | 1185 |
|
|
2018
Q2 | $10K | Buy |
207
+81
| +64% | +$3.91K | ﹤0.01% | 993 |
|
|
2018
Q1 | $6K | Hold |
126
| – | – | ﹤0.01% | 972 |
|
|
2017
Q4 | $6K | Sell |
126
-51
| -29% | -$2.43K | ﹤0.01% | 1035 |
|
|
2017
Q3 | $8K | Buy |
177
+51
| +40% | +$2.31K | ﹤0.01% | 945 |
|
|
2017
Q2 | $6K | Buy |
+126
| New | +$6K | ﹤0.01% | 858 |
|
|
2017
Q1 | – | Sell |
-145
| Closed | -$7K | – | 1242 |
|
|
2016
Q4 | $7K | Buy |
+145
| New | +$7K | ﹤0.01% | 793 |
|
|
2014
Q1 | – | Sell |
-545
| Closed | -$26K | – | 302 |
|
|
2013
Q4 | $26K | Buy |
545
+6
| +1% | +$286 | ﹤0.01% | 313 |
|
|
2013
Q3 | $25K | Buy |
+539
| New | +$25K | 0.01% | 246 |
|