Carson Wealth (CWM LLC)’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $59K | Buy |
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|
2025
Q2 | $35K | Sell |
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|
2025
Q1 | $38K | Sell |
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|
2024
Q4 | $60K | Sell |
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|
2024
Q3 | $111K | Buy |
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|
2024
Q2 | $12K | Buy |
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|
2024
Q1 | $13K | Sell |
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|
2023
Q4 | $19K | Buy |
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|
2023
Q3 | $14K | Sell |
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|
2023
Q2 | $41K | Sell |
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|
2023
Q1 | $76K | Buy |
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|
2022
Q4 | $23K | Sell |
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|
2022
Q3 | $94K | Buy |
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|
2022
Q2 | $115K | Sell |
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|
2022
Q1 | $130K | Sell |
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|
2021
Q4 | $258K | Buy |
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|
2021
Q2 | $55K | Hold |
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|
2021
Q1 | $55K | Hold |
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|
2020
Q4 | $55K | Hold |
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|
2020
Q3 | $55K | Hold |
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|
2020
Q2 | $55K | Hold |
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|
2020
Q1 | $55K | Hold |
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|
2019
Q4 | $55K | Hold |
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|
2019
Q3 | $55K | Hold |
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|
2019
Q2 | $55K | Hold |
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|
2019
Q1 | $55K | Sell |
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|
2018
Q4 | $88K | Sell |
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|
2018
Q3 | $3.2M | Buy |
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|
2018
Q2 | $1.75M | Sell |
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|
2018
Q1 | $1.58M | Buy |
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|
2017
Q4 | $1.35M | Buy |
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|
2017
Q3 | $1.49M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $3K | Buy |
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|
2016
Q4 | $1K | Sell |
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|
2016
Q3 | $7K | Buy |
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|
2016
Q2 | $6K | Buy |
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|
2016
Q1 | $7K | Hold |
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|
2015
Q4 | $5K | Sell |
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|
2015
Q3 | $5K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $5K | Hold |
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|
2013
Q3 | $5K | Buy |
|