Carson Wealth (CWM LLC)’s Macy's M Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $282K | Sell |
24,189
-46,146
| -66% | -$538K | ﹤0.01% | 1911 |
|
|
2025
Q1 | $883K | Buy |
70,335
+56,776
| +419% | +$713K | ﹤0.01% | 1194 |
|
|
2024
Q4 | $230K | Buy |
13,559
+2,975
| +28% | +$50.5K | ﹤0.01% | 1737 |
|
|
2024
Q3 | $166K | Buy |
10,584
+2,186
| +26% | +$34.3K | ﹤0.01% | 1860 |
|
|
2024
Q2 | $161K | Buy |
8,398
+598
| +8% | +$11.5K | ﹤0.01% | 1701 |
|
|
2024
Q1 | $156K | Buy |
7,800
+213
| +3% | +$4.26K | ﹤0.01% | 1636 |
|
|
2023
Q4 | $153K | Buy |
7,587
+924
| +14% | +$18.6K | ﹤0.01% | 1539 |
|
|
2023
Q3 | $77K | Buy |
6,663
+4,711
| +241% | +$54.4K | ﹤0.01% | 1796 |
|
|
2023
Q2 | $31K | Buy |
1,952
+683
| +54% | +$10.8K | ﹤0.01% | 2343 |
|
|
2023
Q1 | $22K | Buy |
1,269
+102
| +9% | +$1.77K | ﹤0.01% | 2433 |
|
|
2022
Q4 | $24K | Buy |
1,167
+600
| +106% | +$12.3K | ﹤0.01% | 2238 |
|
|
2022
Q3 | $9K | Buy |
567
+92
| +19% | +$1.46K | ﹤0.01% | 2754 |
|
|
2022
Q2 | $9K | Sell |
475
-1,499
| -76% | -$28.4K | ﹤0.01% | 2642 |
|
|
2022
Q1 | $48K | Buy |
1,974
+116
| +6% | +$2.82K | ﹤0.01% | 1628 |
|
|
2021
Q4 | $49K | Buy |
+1,858
| New | +$49K | ﹤0.01% | 1569 |
|
|
2021
Q2 | $19K | Hold |
1,000
| – | – | ﹤0.01% | 1814 |
|
|
2021
Q1 | $19K | Hold |
1,000
| – | – | ﹤0.01% | 1814 |
|
|
2020
Q4 | $19K | Hold |
1,000
| – | – | ﹤0.01% | 1814 |
|
|
2020
Q3 | $19K | Hold |
1,000
| – | – | ﹤0.01% | 1814 |
|
|
2020
Q2 | $19K | Hold |
1,000
| – | – | ﹤0.01% | 1814 |
|
|
2020
Q1 | $19K | Hold |
1,000
| – | – | ﹤0.01% | 1814 |
|
|
2019
Q4 | $19K | Hold |
1,000
| – | – | ﹤0.01% | 1814 |
|
|
2019
Q3 | $19K | Hold |
1,000
| – | – | ﹤0.01% | 1814 |
|
|
2019
Q2 | $19K | Hold |
1,000
| – | – | ﹤0.01% | 1814 |
|
|
2019
Q1 | $19K | Buy |
1,000
+460
| +85% | +$8.74K | ﹤0.01% | 1814 |
|
|
2018
Q4 | $16K | Sell |
540
-154
| -22% | -$4.56K | ﹤0.01% | 1196 |
|
|
2018
Q3 | $24K | Sell |
694
-89
| -11% | -$3.08K | ﹤0.01% | 911 |
|
|
2018
Q2 | $29K | Buy |
783
+590
| +306% | +$21.9K | ﹤0.01% | 753 |
|
|
2018
Q1 | $6K | Hold |
193
| – | – | ﹤0.01% | 974 |
|
|
2017
Q4 | $5K | Hold |
193
| – | – | ﹤0.01% | 1094 |
|
|
2017
Q3 | $4K | Hold |
193
| – | – | ﹤0.01% | 1141 |
|
|
2017
Q2 | $4K | Hold |
193
| – | – | ﹤0.01% | 915 |
|
|
2017
Q1 | $6K | Sell |
193
-1,591
| -89% | -$49.5K | ﹤0.01% | 846 |
|
|
2016
Q4 | $64K | Sell |
1,784
-409
| -19% | -$14.7K | ﹤0.01% | 411 |
|
|
2016
Q3 | $81K | Buy |
2,193
+124
| +6% | +$4.58K | 0.01% | 359 |
|
|
2016
Q2 | $70K | Buy |
2,069
+1,300
| +169% | +$44K | 0.01% | 340 |
|
|
2016
Q1 | $34K | Buy |
769
+69
| +10% | +$3.05K | ﹤0.01% | 385 |
|
|
2015
Q4 | $24K | Buy |
700
+550
| +367% | +$18.9K | ﹤0.01% | 378 |
|
|
2015
Q3 | $8K | Buy |
+150
| New | +$8K | ﹤0.01% | 462 |
|
|
2014
Q1 | – | Sell |
-944
| Closed | -$51K | – | 318 |
|
|
2013
Q4 | $51K | Buy |
944
+49
| +5% | +$2.65K | 0.01% | 238 |
|
|
2013
Q3 | $39K | Buy |
+895
| New | +$39K | 0.01% | 203 |
|