Carson Wealth (CWM LLC)’s Mid-America Apartment Communities MAA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.2M | Sell |
109,114
-350
| -0.3% | -$51.8K | 0.06% | 289 |
|
|
2025
Q1 | $18.3M | Sell |
109,464
-2,216
| -2% | -$371K | 0.07% | 234 |
|
|
2024
Q4 | $17.3M | Sell |
111,680
-3,284
| -3% | -$508K | 0.07% | 232 |
|
|
2024
Q3 | $18.3M | Sell |
114,964
-4,820
| -4% | -$766K | 0.08% | 222 |
|
|
2024
Q2 | $17.1M | Sell |
119,784
-1,810
| -1% | -$258K | 0.08% | 224 |
|
|
2024
Q1 | $16M | Buy |
121,594
+1,779
| +1% | +$234K | 0.08% | 224 |
|
|
2023
Q4 | $16.1M | Sell |
119,815
-11,699
| -9% | -$1.57M | 0.09% | 217 |
|
|
2023
Q3 | $16.9M | Sell |
131,514
-992
| -0.7% | -$128K | 0.1% | 180 |
|
|
2023
Q2 | $20.1M | Sell |
132,506
-8,837
| -6% | -$1.34M | 0.12% | 156 |
|
|
2023
Q1 | $21.3M | Buy |
141,343
+5,047
| +4% | +$762K | 0.14% | 140 |
|
|
2022
Q4 | $21.4M | Buy |
136,296
+11,700
| +9% | +$1.84M | 0.16% | 134 |
|
|
2022
Q3 | $19.3M | Buy |
124,596
+6,456
| +5% | +$1M | 0.15% | 129 |
|
|
2022
Q2 | $20.6M | Buy |
118,140
+8,250
| +8% | +$1.44M | 0.16% | 120 |
|
|
2022
Q1 | $23M | Buy |
109,890
+457
| +0.4% | +$95.7K | 0.16% | 127 |
|
|
2021
Q4 | $25.1M | Buy |
+109,433
| New | +$25.1M | 0.18% | 117 |
|
|
2021
Q2 | $57K | Hold |
341
| – | – | ﹤0.01% | 1339 |
|
|
2021
Q1 | $57K | Hold |
341
| – | – | ﹤0.01% | 1339 |
|
|
2020
Q4 | $57K | Hold |
341
| – | – | ﹤0.01% | 1339 |
|
|
2020
Q3 | $57K | Hold |
341
| – | – | ﹤0.01% | 1339 |
|
|
2020
Q2 | $57K | Hold |
341
| – | – | ﹤0.01% | 1339 |
|
|
2020
Q1 | $57K | Hold |
341
| – | – | ﹤0.01% | 1339 |
|
|
2019
Q4 | $57K | Hold |
341
| – | – | ﹤0.01% | 1339 |
|
|
2019
Q3 | $57K | Hold |
341
| – | – | ﹤0.01% | 1339 |
|
|
2019
Q2 | $57K | Hold |
341
| – | – | ﹤0.01% | 1339 |
|
|
2019
Q1 | $57K | Buy |
341
+339
| +16,950% | +$56.7K | ﹤0.01% | 1339 |
|
|
2018
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 2179 |
|
|
2018
Q1 | – | Sell |
-134
| Closed | -$13K | – | 1485 |
|
|
2017
Q4 | $13K | Hold |
134
| – | – | ﹤0.01% | 819 |
|
|
2017
Q3 | $14K | Hold |
134
| – | – | ﹤0.01% | 804 |
|
|
2017
Q2 | $14K | Hold |
134
| – | – | ﹤0.01% | 710 |
|
|
2017
Q1 | $14K | Hold |
134
| – | – | ﹤0.01% | 682 |
|
|
2016
Q4 | $13K | Buy |
+134
| New | +$13K | ﹤0.01% | 683 |
|