Carson Wealth (CWM LLC)’s Lemonade LMND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $100K | Sell |
2,291
-522
| -19% | -$22.8K | ﹤0.01% | 2721 |
|
|
2025
Q1 | $88K | Buy |
2,813
+653
| +30% | +$20.4K | ﹤0.01% | 2524 |
|
|
2024
Q4 | $79K | Sell |
2,160
-394
| -15% | -$14.4K | ﹤0.01% | 2449 |
|
|
2024
Q3 | $42K | Buy |
2,554
+1,011
| +66% | +$16.6K | ﹤0.01% | 2819 |
|
|
2024
Q2 | $25K | Buy |
1,543
+387
| +33% | +$6.27K | ﹤0.01% | 2968 |
|
|
2024
Q1 | $19K | Buy |
1,156
+98
| +9% | +$1.61K | ﹤0.01% | 2943 |
|
|
2023
Q4 | $17K | Sell |
1,058
-392
| -27% | -$6.3K | ﹤0.01% | 2871 |
|
|
2023
Q3 | $17K | Sell |
1,450
-1,093
| -43% | -$12.8K | ﹤0.01% | 2790 |
|
|
2023
Q2 | $43K | Sell |
2,543
-68
| -3% | -$1.15K | ﹤0.01% | 2091 |
|
|
2023
Q1 | $37K | Buy |
2,611
+435
| +20% | +$6.16K | ﹤0.01% | 2074 |
|
|
2022
Q4 | $30K | Buy |
2,176
+1,346
| +162% | +$18.6K | ﹤0.01% | 2079 |
|
|
2022
Q3 | $18K | Buy |
830
+69
| +9% | +$1.5K | ﹤0.01% | 2291 |
|
|
2022
Q2 | $14K | Sell |
761
-132
| -15% | -$2.43K | ﹤0.01% | 2372 |
|
|
2022
Q1 | $24K | Buy |
893
+791
| +775% | +$21.3K | ﹤0.01% | 1967 |
|
|
2021
Q4 | $4K | Buy |
+102
| New | +$4K | ﹤0.01% | 2837 |
|
|
2021
Q2 | $64K | Hold |
585
| – | – | ﹤0.01% | 1294 |
|
|
2021
Q1 | $64K | Hold |
585
| – | – | ﹤0.01% | 1294 |
|
|
2020
Q4 | $64K | Hold |
585
| – | – | ﹤0.01% | 1294 |
|
|
2020
Q3 | $64K | Hold |
585
| – | – | ﹤0.01% | 1294 |
|
|
2020
Q2 | $64K | Hold |
585
| – | – | ﹤0.01% | 1294 |
|
|
2020
Q1 | $64K | Hold |
585
| – | – | ﹤0.01% | 1294 |
|
|
2019
Q4 | $64K | Hold |
585
| – | – | ﹤0.01% | 1294 |
|
|
2019
Q3 | $64K | Hold |
585
| – | – | ﹤0.01% | 1294 |
|
|
2019
Q2 | $64K | Hold |
585
| – | – | ﹤0.01% | 1294 |
|
|
2019
Q1 | $64K | Buy |
+585
| New | +$64K | ﹤0.01% | 1294 |
|