Carson Wealth (CWM LLC)’s Stride LRN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$186K Buy
1,281
+50
+4% +$7.26K ﹤0.01% 2232
2025
Q1
$156K Buy
1,231
+574
+87% +$72.7K ﹤0.01% 2083
2024
Q4
$68K Buy
657
+476
+263% +$49.3K ﹤0.01% 2565
2024
Q3
$15K Buy
181
+46
+34% +$3.81K ﹤0.01% 3546
2024
Q2
$10K Buy
135
+23
+21% +$1.7K ﹤0.01% 3549
2024
Q1
$7K Buy
112
+96
+600% +$6K ﹤0.01% 3516
2023
Q4
$1K Sell
16
-58
-78% -$3.63K ﹤0.01% 3971
2023
Q3
$3K Hold
74
﹤0.01% 3683
2023
Q2
$3K Sell
74
-33
-31% -$1.34K ﹤0.01% 3651
2023
Q1
$4K Sell
107
-149
-58% -$5.57K ﹤0.01% 3394
2022
Q4
$8K Buy
256
+180
+237% +$5.63K ﹤0.01% 2937
2022
Q3
$3K Buy
+76
New +$3K ﹤0.01% 3315