Carson Wealth (CWM LLC)’s Main Street Capital MAIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.15M | Buy |
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|
2025
Q2 | $1.93M | Buy |
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|
2025
Q1 | $48K | Sell |
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|
2024
Q4 | $144K | Buy |
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|
2024
Q3 | $113K | Sell |
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|
2024
Q2 | $285K | Buy |
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|
2024
Q1 | $33K | Buy |
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|
2023
Q4 | $30K | Sell |
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|
2023
Q3 | $78K | Buy |
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|
2023
Q2 | $76K | Sell |
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|
2023
Q1 | $88K | Buy |
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|
2022
Q4 | $65K | Sell |
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|
2022
Q3 | $63K | Buy |
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|
2022
Q2 | $68K | Buy |
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|
2022
Q1 | $68K | Buy |
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|
2021
Q4 | $70K | Buy |
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|
2021
Q2 | $97K | Hold |
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|
2021
Q1 | $97K | Hold |
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|
2020
Q4 | $97K | Hold |
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|
2020
Q3 | $97K | Hold |
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|
2020
Q2 | $97K | Hold |
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|
2020
Q1 | $97K | Hold |
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|
2019
Q4 | $97K | Hold |
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|
2019
Q3 | $97K | Hold |
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|
2019
Q2 | $97K | Hold |
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|
2019
Q1 | $97K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $4K | Hold |
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|
2016
Q4 | $4K | Buy |
|