Carson Wealth (CWM LLC)’s CS Disco LAW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12K | Buy |
2,769
+2,222
| +406% | +$9.63K | ﹤0.01% | 4205 |
|
|
2025
Q1 | $2K | Buy |
547
+298
| +120% | +$1.09K | ﹤0.01% | 4764 |
|
|
2024
Q4 | $1K | Buy |
249
+43
| +21% | +$173 | ﹤0.01% | 4733 |
|
|
2024
Q3 | $1K | Buy |
206
+152
| +281% | +$738 | ﹤0.01% | 4613 |
|
|
2024
Q2 | $0 | Buy |
+54
| New | – | ﹤0.01% | 4762 |
|
|
2023
Q4 | – | Sell |
-21
| Closed | – | – | 4337 |
|
|
2023
Q3 | $0 | Buy |
+21
| New | – | ﹤0.01% | 4349 |
|
|
2023
Q2 | – | Sell |
-90
| Closed | -$1K | – | 4315 |
|
|
2023
Q1 | $1K | Sell |
90
-25
| -22% | -$278 | ﹤0.01% | 3852 |
|
|
2022
Q4 | $1K | Buy |
115
+63
| +121% | +$548 | ﹤0.01% | 3766 |
|
|
2022
Q3 | $1K | Buy |
52
+13
| +33% | +$250 | ﹤0.01% | 3673 |
|
|
2022
Q2 | $1K | Buy |
+39
| New | +$1K | ﹤0.01% | 3558 |
|