Carson Wealth (CWM LLC)’s Levi Strauss LEVI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$715K Buy
38,645
+29,467
+321% +$545K ﹤0.01% 1423
2025
Q1
$143K Buy
9,178
+8,794
+2,290% +$137K ﹤0.01% 2136
2024
Q4
$7K Sell
384
-596
-61% -$10.9K ﹤0.01% 4053
2024
Q3
$21K Buy
980
+869
+783% +$18.6K ﹤0.01% 3322
2024
Q2
$2K Buy
111
+110
+11,000% +$1.98K ﹤0.01% 4226
2024
Q1
$0 Buy
+1
New ﹤0.01% 4532
2023
Q4
Sell
-101
Closed -$1K 4338
2023
Q3
$1K Hold
101
﹤0.01% 4004
2023
Q2
$1K Buy
101
+100
+10,000% +$990 ﹤0.01% 3980
2023
Q1
$0 Hold
1
﹤0.01% 4201
2022
Q4
$0 Hold
1
﹤0.01% 4109
2022
Q3
$0 Sell
1
-3
-75% ﹤0.01% 4047
2022
Q2
$0 Hold
4
﹤0.01% 3943
2022
Q1
$0 Hold
4
﹤0.01% 3694
2021
Q4
$0 Buy
+4
New ﹤0.01% 3560
2021
Q2
$1K Hold
48
﹤0.01% 2780
2021
Q1
$1K Hold
48
﹤0.01% 2780
2020
Q4
$1K Hold
48
﹤0.01% 2780
2020
Q3
$1K Hold
48
﹤0.01% 2780
2020
Q2
$1K Hold
48
﹤0.01% 2780
2020
Q1
$1K Hold
48
﹤0.01% 2780
2019
Q4
$1K Hold
48
﹤0.01% 2780
2019
Q3
$1K Hold
48
﹤0.01% 2780
2019
Q2
$1K Hold
48
﹤0.01% 2780
2019
Q1
$1K Buy
+48
New +$1K ﹤0.01% 2780