Carson Wealth (CWM LLC)’s Main Street Capital MAIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Buy |
32,579
+31,729
| +3,733% | +$1.87M | 0.01% | 968 |
|
|
2025
Q1 | $48K | Sell |
850
-1,606
| -65% | -$90.7K | ﹤0.01% | 3022 |
|
|
2024
Q4 | $144K | Buy |
2,456
+193
| +9% | +$11.3K | ﹤0.01% | 2045 |
|
|
2024
Q3 | $113K | Sell |
2,263
-3,377
| -60% | -$169K | ﹤0.01% | 2129 |
|
|
2024
Q2 | $285K | Buy |
5,640
+4,935
| +700% | +$249K | ﹤0.01% | 1415 |
|
|
2024
Q1 | $33K | Buy |
705
+3
| +0.4% | +$140 | ﹤0.01% | 2575 |
|
|
2023
Q4 | $30K | Sell |
702
-1,207
| -63% | -$51.6K | ﹤0.01% | 2513 |
|
|
2023
Q3 | $78K | Buy |
1,909
+9
| +0.5% | +$368 | ﹤0.01% | 1786 |
|
|
2023
Q2 | $76K | Sell |
1,900
-342
| -15% | -$13.7K | ﹤0.01% | 1710 |
|
|
2023
Q1 | $88K | Buy |
2,242
+486
| +28% | +$19.1K | ﹤0.01% | 1558 |
|
|
2022
Q4 | $65K | Sell |
1,756
-105
| -6% | -$3.89K | ﹤0.01% | 1589 |
|
|
2022
Q3 | $63K | Buy |
1,861
+103
| +6% | +$3.49K | ﹤0.01% | 1556 |
|
|
2022
Q2 | $68K | Buy |
1,758
+159
| +10% | +$6.15K | ﹤0.01% | 1480 |
|
|
2022
Q1 | $68K | Buy |
1,599
+35
| +2% | +$1.49K | ﹤0.01% | 1473 |
|
|
2021
Q4 | $70K | Buy |
+1,564
| New | +$70K | ﹤0.01% | 1442 |
|
|
2021
Q2 | $97K | Hold |
2,359
| – | – | ﹤0.01% | 1154 |
|
|
2021
Q1 | $97K | Hold |
2,359
| – | – | ﹤0.01% | 1154 |
|
|
2020
Q4 | $97K | Hold |
2,359
| – | – | ﹤0.01% | 1154 |
|
|
2020
Q3 | $97K | Hold |
2,359
| – | – | ﹤0.01% | 1154 |
|
|
2020
Q2 | $97K | Hold |
2,359
| – | – | ﹤0.01% | 1154 |
|
|
2020
Q1 | $97K | Hold |
2,359
| – | – | ﹤0.01% | 1154 |
|
|
2019
Q4 | $97K | Hold |
2,359
| – | – | ﹤0.01% | 1154 |
|
|
2019
Q3 | $97K | Hold |
2,359
| – | – | ﹤0.01% | 1154 |
|
|
2019
Q2 | $97K | Hold |
2,359
| – | – | ﹤0.01% | 1154 |
|
|
2019
Q1 | $97K | Buy |
+2,359
| New | +$97K | ﹤0.01% | 1154 |
|
|
2017
Q2 | – | Sell |
-100
| Closed | -$4K | – | 1259 |
|
|
2017
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 901 |
|
|
2016
Q4 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 879 |
|