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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.11M | Sell |
39,814
-11,060
| -22% | -$655K | 0.01% | 1175 |
|
|
2025
Q4 | $3.07M | Sell |
50,874
-14,372
| -22% | -$847K | 0.01% | 979 |
|
|
2025
Q3 | $4.15M | Buy |
65,246
+32,667
| +100% | +$2.11M | 0.01% | 793 |
|
|
2025
Q2 | $1.93M | Buy |
32,579
+31,729
| +3,733% | +$1.75M | 0.01% | 969 |
|
|
2025
Q1 | $48K | Sell |
850
-1,606
| -65% | -$95.5K | ﹤0.01% | 3025 |
|
|
2024
Q4 | $144K | Buy |
2,456
+193
| +9% | +$10.3K | ﹤0.01% | 2047 |
|
|
2024
Q3 | $113K | Sell |
2,263
-3,377
| -60% | -$169K | ﹤0.01% | 2131 |
|
|
2024
Q2 | $285K | Buy |
5,640
+4,935
| +700% | +$241K | ﹤0.01% | 1417 |
|
|
2024
Q1 | $33K | Buy |
705
+3
| +0.4% | +$136 | ﹤0.01% | 2577 |
|
|
2023
Q4 | $30K | Sell |
702
-1,207
| -63% | -$49.3K | ﹤0.01% | 2515 |
|
|
2023
Q3 | $78K | Buy |
1,909
+9
| +0.5% | +$367 | ﹤0.01% | 1787 |
|
|
2023
Q2 | $76K | Sell |
1,900
-342
| -15% | -$13.6K | ﹤0.01% | 1712 |
|
|
2023
Q1 | $88K | Buy |
2,242
+486
| +28% | +$19.2K | ﹤0.01% | 1561 |
|
|
2022
Q4 | $65K | Sell |
1,756
-105
| -6% | -$3.84K | ﹤0.01% | 1591 |
|
|
2022
Q3 | $63K | Buy |
1,861
+103
| +6% | +$4.24K | ﹤0.01% | 1558 |
|
|
2022
Q2 | $68K | Buy |
1,758
+159
| +10% | +$6.22K | ﹤0.01% | 1482 |
|
|
2022
Q1 | $68K | Buy |
1,599
+35
| +2% | +$1.5K | ﹤0.01% | 1475 |
|
|
2021
Q4 | $70K | Buy |
+1,564
| New | +$68.8K | ﹤0.01% | 1444 |
|
|
2021
Q2 | $97K | Hold |
2,359
| – | – | ﹤0.01% | 1156 |
|
|
2021
Q1 | $97K | Hold |
2,359
| – | – | ﹤0.01% | 1156 |
|
|
2020
Q4 | $97K | Hold |
2,359
| – | – | ﹤0.01% | 1156 |
|
|
2020
Q3 | $97K | Hold |
2,359
| – | – | ﹤0.01% | 1156 |
|
|
2020
Q2 | $97K | Hold |
2,359
| – | – | ﹤0.01% | 1156 |
|
|
2020
Q1 | $97K | Hold |
2,359
| – | – | ﹤0.01% | 1156 |
|
|
2019
Q4 | $97K | Hold |
2,359
| – | – | ﹤0.01% | 1156 |
|
|
2019
Q3 | $97K | Hold |
2,359
| – | – | ﹤0.01% | 1156 |
|
|
2019
Q2 | $97K | Hold |
2,359
| – | – | ﹤0.01% | 1156 |
|
|
2019
Q1 | $97K | Buy |
+2,359
| New | +$87.8K | ﹤0.01% | 1156 |
|
|
2017
Q2 | – | Sell |
-100
| Closed | -$4K | – | 1260 |
|
|
2017
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 902 |
|
|
2016
Q4 | $4K | Buy |
+100
| New | +$3.53K | ﹤0.01% | 880 |
|
Other funds holding MAIN
MC
AHC