Carson Wealth (CWM LLC)’s Liberty Global Class A LBTYA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $87K | Buy |
8,702
+6,417
| +281% | +$64.2K | ﹤0.01% | 2841 |
|
|
2025
Q1 | $26K | Buy |
2,285
+1,026
| +81% | +$11.7K | ﹤0.01% | 3488 |
|
|
2024
Q4 | $16K | Sell |
1,259
-187
| -13% | -$2.38K | ﹤0.01% | 3587 |
|
|
2024
Q3 | $31K | Buy |
+1,446
| New | +$31K | ﹤0.01% | 3070 |
|
|
2023
Q3 | – | Sell |
-247
| Closed | -$4K | – | 4350 |
|
|
2023
Q2 | $4K | Hold |
247
| – | – | ﹤0.01% | 3531 |
|
|
2023
Q1 | $5K | Sell |
247
-1
| -0.4% | -$20 | ﹤0.01% | 3298 |
|
|
2022
Q4 | $5K | Buy |
+248
| New | +$5K | ﹤0.01% | 3188 |
|
|
2022
Q3 | – | Sell |
-200
| Closed | -$4K | – | 4043 |
|
|
2022
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 3092 |
|
|
2022
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 2838 |
|
|
2021
Q4 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 2638 |
|
|
2021
Q2 | $12K | Hold |
450
| – | – | ﹤0.01% | 2021 |
|
|
2021
Q1 | $12K | Hold |
450
| – | – | ﹤0.01% | 2021 |
|
|
2020
Q4 | $12K | Hold |
450
| – | – | ﹤0.01% | 2021 |
|
|
2020
Q3 | $12K | Hold |
450
| – | – | ﹤0.01% | 2021 |
|
|
2020
Q2 | $12K | Hold |
450
| – | – | ﹤0.01% | 2021 |
|
|
2020
Q1 | $12K | Hold |
450
| – | – | ﹤0.01% | 2021 |
|
|
2019
Q4 | $12K | Hold |
450
| – | – | ﹤0.01% | 2021 |
|
|
2019
Q3 | $12K | Hold |
450
| – | – | ﹤0.01% | 2021 |
|
|
2019
Q2 | $12K | Hold |
450
| – | – | ﹤0.01% | 2021 |
|
|
2019
Q1 | $12K | Buy |
+450
| New | +$12K | ﹤0.01% | 2021 |
|
|
2017
Q4 | – | Sell |
-34
| Closed | -$1K | – | 1519 |
|
|
2017
Q3 | $1K | Buy |
34
+14
| +70% | +$412 | ﹤0.01% | 1389 |
|
|
2017
Q2 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 1107 |
|
|
2017
Q1 | – | Sell |
-80
| Closed | -$2K | – | 1243 |
|
|
2016
Q4 | $2K | Buy |
+80
| New | +$2K | ﹤0.01% | 991 |
|
|
2016
Q3 | – | Sell |
-25
| Closed | -$1K | – | 1029 |
|
|
2016
Q2 | $1K | Sell |
25
-4
| -14% | -$160 | ﹤0.01% | 748 |
|
|
2016
Q1 | $1K | Hold |
29
| – | – | ﹤0.01% | 711 |
|
|
2015
Q4 | $1K | Hold |
29
| – | – | ﹤0.01% | 644 |
|
|
2015
Q3 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 608 |
|
|
2014
Q1 | – | Sell |
-138
| Closed | -$5K | – | 304 |
|
|
2013
Q4 | $5K | Buy |
138
+77
| +126% | +$2.79K | ﹤0.01% | 473 |
|
|
2013
Q3 | $2K | Buy |
+61
| New | +$2K | ﹤0.01% | 427 |
|