Carson Wealth (CWM LLC)’s Monarch Casino & Resort MCRI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$504K	Buy	5,274 +2,068	+65%	+$197K	﹤0.01%	2010
2025 Q4	$307K	Buy	3,206 +510	+19%	+$49K	﹤0.01%	2239
2025 Q3	$285K	Buy	2,696 +883	+49%	+$88.6K	﹤0.01%	2171
2025 Q2	$157K	Sell	1,813 -14	-0.8%	-$1.13K	﹤0.01%	2375
2025 Q1	$142K	Buy	1,827 +1,326	+265%	+$113K	﹤0.01%	2141
2024 Q4	$40K	Buy	501 +276	+123%	+$22.3K	﹤0.01%	2961
2024 Q3	$18K	Buy	225 +38	+20%	+$2.79K	﹤0.01%	3435
2024 Q2	$13K	Buy	187 +75	+67%	+$5.13K	﹤0.01%	3396
2024 Q1	$8K	Buy	112 +15	+15%	+$1.04K	﹤0.01%	3459
2023 Q4	$7K	Sell	97 -9	-8%	-$573	﹤0.01%	3355
2023 Q3	$7K	Buy	106 +94	+783%	+$6.34K	﹤0.01%	3308
2023 Q2	$1K	Buy	12 +10	+500%	+$698	﹤0.01%	4001
2023 Q1	$0	Sell	2 -61	-97%	-$4.64K	﹤0.01%	4227
2022 Q4	$5K	Buy	+63	New	+$4.76K	﹤0.01%	3194
2022 Q2	–	Sell	-27	Closed	-$2K	–	3981
2022 Q1	$2K	Sell	27 -22	-45%	-$1.65K	﹤0.01%	3197
2021 Q4	$4K	Buy	+49	New	+$3.42K	﹤0.01%	2848