Carson Wealth (CWM LLC)’s Malibu Boats MBUU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19K | Buy |
617
+396
| +179% | +$12.2K | ﹤0.01% | 3946 |
|
|
2025
Q1 | $7K | Sell |
221
-665
| -75% | -$21.1K | ﹤0.01% | 4290 |
|
|
2024
Q4 | $33K | Buy |
886
+6
| +0.7% | +$223 | ﹤0.01% | 3100 |
|
|
2024
Q3 | $34K | Buy |
880
+287
| +48% | +$11.1K | ﹤0.01% | 2991 |
|
|
2024
Q2 | $21K | Buy |
593
+584
| +6,489% | +$20.7K | ﹤0.01% | 3080 |
|
|
2024
Q1 | $0 | Buy |
+9
| New | – | ﹤0.01% | 4552 |
|
|
2023
Q4 | – | Sell |
-114
| Closed | -$6K | – | 4360 |
|
|
2023
Q3 | $6K | Buy |
114
+91
| +396% | +$4.79K | ﹤0.01% | 3377 |
|
|
2023
Q2 | $1K | Sell |
23
-11
| -32% | -$478 | ﹤0.01% | 3990 |
|
|
2023
Q1 | $2K | Hold |
34
| – | – | ﹤0.01% | 3665 |
|
|
2022
Q4 | $2K | Sell |
34
-7
| -17% | -$412 | ﹤0.01% | 3583 |
|
|
2022
Q3 | $2K | Buy |
41
+11
| +37% | +$537 | ﹤0.01% | 3486 |
|
|
2022
Q2 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 3359 |
|
|
2021
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 2645 |
|
|
2021
Q1 | $2K | Hold |
28
| – | – | ﹤0.01% | 2645 |
|
|
2020
Q4 | $2K | Hold |
28
| – | – | ﹤0.01% | 2645 |
|
|
2020
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 2645 |
|
|
2020
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 2645 |
|
|
2020
Q1 | $2K | Hold |
28
| – | – | ﹤0.01% | 2645 |
|
|
2019
Q4 | $2K | Hold |
28
| – | – | ﹤0.01% | 2645 |
|
|
2019
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 2645 |
|
|
2019
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 2645 |
|
|
2019
Q1 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 2645 |
|