Carson Wealth (CWM LLC)’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $522K | Sell |
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|
2025
Q2 | $692K | Sell |
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|
2025
Q1 | $909K | Buy |
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|
2024
Q4 | $612K | Buy |
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|
2024
Q3 | $246K | Sell |
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|
2024
Q2 | $337K | Buy |
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|
2024
Q1 | $290K | Buy |
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|
2023
Q4 | $224K | Buy |
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|
2023
Q3 | $221K | Buy |
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|
2023
Q2 | $194K | Sell |
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|
2023
Q1 | $204K | Sell |
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|
2022
Q4 | $242K | Buy |
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|
2022
Q3 | $222K | Buy |
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|
2022
Q2 | $173K | Buy |
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|
2022
Q1 | $110K | Buy |
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|
2021
Q4 | $60K | Buy |
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|
2021
Q2 | $66K | Hold |
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|
2021
Q1 | $66K | Hold |
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|
2020
Q4 | $66K | Hold |
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|
2020
Q3 | $66K | Hold |
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|
2020
Q2 | $66K | Hold |
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|
2020
Q1 | $66K | Hold |
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|
2019
Q4 | $66K | Hold |
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|
2019
Q3 | $66K | Hold |
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|
2019
Q2 | $66K | Hold |
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|
2019
Q1 | $66K | Buy |
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|
2018
Q4 | $27K | Buy |
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|
2018
Q3 | $17K | Buy |
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|
2018
Q2 | $6K | Hold |
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|
2018
Q1 | $6K | Buy |
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|
2017
Q4 | $3K | Buy |
|