Carson Wealth (CWM LLC)’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $692K | Sell |
1,846
-932
| -34% | -$349K | ﹤0.01% | 1442 |
|
|
2025
Q1 | $909K | Buy |
2,778
+902
| +48% | +$295K | ﹤0.01% | 1184 |
|
|
2024
Q4 | $612K | Buy |
1,876
+818
| +77% | +$267K | ﹤0.01% | 1304 |
|
|
2024
Q3 | $246K | Sell |
1,058
-147
| -12% | -$34.2K | ﹤0.01% | 1647 |
|
|
2024
Q2 | $337K | Buy |
1,205
+108
| +10% | +$30.2K | ﹤0.01% | 1344 |
|
|
2024
Q1 | $290K | Buy |
1,097
+112
| +11% | +$29.6K | ﹤0.01% | 1344 |
|
|
2023
Q4 | $224K | Buy |
985
+56
| +6% | +$12.7K | ﹤0.01% | 1373 |
|
|
2023
Q3 | $221K | Buy |
929
+36
| +4% | +$8.56K | ﹤0.01% | 1272 |
|
|
2023
Q2 | $194K | Sell |
893
-116
| -11% | -$25.2K | ﹤0.01% | 1264 |
|
|
2023
Q1 | $204K | Sell |
1,009
-112
| -10% | -$22.6K | ﹤0.01% | 1192 |
|
|
2022
Q4 | $242K | Buy |
1,121
+103
| +10% | +$22.2K | ﹤0.01% | 1026 |
|
|
2022
Q3 | $222K | Buy |
1,018
+80
| +9% | +$17.4K | ﹤0.01% | 1006 |
|
|
2022
Q2 | $173K | Buy |
938
+336
| +56% | +$62K | ﹤0.01% | 1094 |
|
|
2022
Q1 | $110K | Buy |
602
+225
| +60% | +$41.1K | ﹤0.01% | 1288 |
|
|
2021
Q4 | $60K | Buy |
+377
| New | +$60K | ﹤0.01% | 1496 |
|
|
2021
Q2 | $66K | Hold |
486
| – | – | ﹤0.01% | 1286 |
|
|
2021
Q1 | $66K | Hold |
486
| – | – | ﹤0.01% | 1286 |
|
|
2020
Q4 | $66K | Hold |
486
| – | – | ﹤0.01% | 1286 |
|
|
2020
Q3 | $66K | Hold |
486
| – | – | ﹤0.01% | 1286 |
|
|
2020
Q2 | $66K | Hold |
486
| – | – | ﹤0.01% | 1286 |
|
|
2020
Q1 | $66K | Hold |
486
| – | – | ﹤0.01% | 1286 |
|
|
2019
Q4 | $66K | Hold |
486
| – | – | ﹤0.01% | 1286 |
|
|
2019
Q3 | $66K | Hold |
486
| – | – | ﹤0.01% | 1286 |
|
|
2019
Q2 | $66K | Hold |
486
| – | – | ﹤0.01% | 1286 |
|
|
2019
Q1 | $66K | Buy |
486
+41
| +9% | +$5.57K | ﹤0.01% | 1286 |
|
|
2018
Q4 | $27K | Buy |
445
+178
| +67% | +$10.8K | ﹤0.01% | 1046 |
|
|
2018
Q3 | $17K | Buy |
267
+168
| +170% | +$10.7K | ﹤0.01% | 992 |
|
|
2018
Q2 | $6K | Hold |
99
| – | – | ﹤0.01% | 1148 |
|
|
2018
Q1 | $6K | Buy |
99
+43
| +77% | +$2.61K | ﹤0.01% | 973 |
|
|
2017
Q4 | $3K | Buy |
+56
| New | +$3K | ﹤0.01% | 1206 |
|