Carson Wealth (CWM LLC)’s Logitech LOGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $126K | Sell |
1,398
-127
| -8% | -$11.4K | ﹤0.01% | 2526 |
|
|
2025
Q1 | $129K | Sell |
1,525
-546
| -26% | -$46.2K | ﹤0.01% | 2215 |
|
|
2024
Q4 | $171K | Buy |
2,071
+9
| +0.4% | +$743 | ﹤0.01% | 1930 |
|
|
2024
Q3 | $185K | Buy |
2,062
+362
| +21% | +$32.5K | ﹤0.01% | 1795 |
|
|
2024
Q2 | $165K | Buy |
1,700
+91
| +6% | +$8.83K | ﹤0.01% | 1688 |
|
|
2024
Q1 | $144K | Buy |
1,609
+556
| +53% | +$49.8K | ﹤0.01% | 1677 |
|
|
2023
Q4 | $100K | Sell |
1,053
-74
| -7% | -$7.03K | ﹤0.01% | 1775 |
|
|
2023
Q3 | $78K | Buy |
1,127
+163
| +17% | +$11.3K | ﹤0.01% | 1785 |
|
|
2023
Q2 | $57K | Buy |
964
+13
| +1% | +$769 | ﹤0.01% | 1884 |
|
|
2023
Q1 | $55K | Buy |
951
+35
| +4% | +$2.02K | ﹤0.01% | 1811 |
|
|
2022
Q4 | $57K | Buy |
916
+340
| +59% | +$21.2K | ﹤0.01% | 1660 |
|
|
2022
Q3 | $26K | Sell |
576
-79
| -12% | -$3.57K | ﹤0.01% | 2057 |
|
|
2022
Q2 | $34K | Buy |
655
+264
| +68% | +$13.7K | ﹤0.01% | 1815 |
|
|
2022
Q1 | $29K | Buy |
391
+63
| +19% | +$4.67K | ﹤0.01% | 1854 |
|
|
2021
Q4 | $27K | Buy |
+328
| New | +$27K | ﹤0.01% | 1830 |
|
|
2021
Q2 | $11K | Hold |
88
| – | – | ﹤0.01% | 2058 |
|
|
2021
Q1 | $11K | Hold |
88
| – | – | ﹤0.01% | 2058 |
|
|
2020
Q4 | $11K | Hold |
88
| – | – | ﹤0.01% | 2058 |
|
|
2020
Q3 | $11K | Hold |
88
| – | – | ﹤0.01% | 2058 |
|
|
2020
Q2 | $11K | Hold |
88
| – | – | ﹤0.01% | 2058 |
|
|
2020
Q1 | $11K | Hold |
88
| – | – | ﹤0.01% | 2058 |
|
|
2019
Q4 | $11K | Hold |
88
| – | – | ﹤0.01% | 2058 |
|
|
2019
Q3 | $11K | Hold |
88
| – | – | ﹤0.01% | 2058 |
|
|
2019
Q2 | $11K | Hold |
88
| – | – | ﹤0.01% | 2058 |
|
|
2019
Q1 | $11K | Sell |
88
-412
| -82% | -$51.5K | ﹤0.01% | 2058 |
|
|
2018
Q4 | $16K | Hold |
500
| – | – | ﹤0.01% | 1195 |
|
|
2018
Q3 | $22K | Hold |
500
| – | – | ﹤0.01% | 927 |
|
|
2018
Q2 | $22K | Hold |
500
| – | – | ﹤0.01% | 812 |
|
|
2018
Q1 | $18K | Hold |
500
| – | – | ﹤0.01% | 728 |
|
|
2017
Q4 | $17K | Hold |
500
| – | – | ﹤0.01% | 731 |
|
|
2017
Q3 | $18K | Hold |
500
| – | – | ﹤0.01% | 725 |
|
|
2017
Q2 | $18K | Hold |
500
| – | – | ﹤0.01% | 648 |
|
|
2017
Q1 | $16K | Hold |
500
| – | – | ﹤0.01% | 644 |
|
|
2016
Q4 | $12K | Hold |
500
| – | – | ﹤0.01% | 697 |
|
|
2016
Q3 | $11K | Buy |
+500
| New | +$11K | ﹤0.01% | 674 |
|
|
2015
Q4 | – | Sell |
-555
| Closed | -$7K | – | 728 |
|
|
2015
Q3 | $7K | Sell |
555
-12,644
| -96% | -$159K | ﹤0.01% | 477 |
|
|
2015
Q2 | $193K | Sell |
13,199
-230,653
| -95% | -$3.37M | 0.02% | 181 |
|
|
2015
Q1 | $3.21M | Buy |
243,852
+32,767
| +16% | +$431K | 0.32% | 105 |
|
|
2014
Q4 | $2.84M | Buy |
211,085
+36,108
| +21% | +$485K | 0.34% | 109 |
|
|
2014
Q3 | $2.24M | Buy |
174,977
+37,310
| +27% | +$478K | 0.33% | 91 |
|
|
2014
Q2 | $1.79M | Buy |
137,667
+54,568
| +66% | +$711K | 0.32% | 94 |
|
|
2014
Q1 | $1.24M | Sell |
83,099
-9,665
| -10% | -$144K | 0.17% | 88 |
|
|
2013
Q4 | $1.27M | Buy |
92,764
+16,105
| +21% | +$221K | 0.2% | 76 |
|
|
2013
Q3 | $678K | Buy |
+76,659
| New | +$678K | 0.18% | 70 |
|