Carson Wealth (CWM LLC)’s Marcus Corp MCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Sell |
13,126
-176
| -1% | -$2.96K | ﹤0.01% | 2088 |
|
|
2025
Q1 | $222K | Sell |
13,302
-1,057
| -7% | -$17.6K | ﹤0.01% | 1848 |
|
|
2024
Q4 | $309K | Buy |
14,359
+8,650
| +152% | +$186K | ﹤0.01% | 1573 |
|
|
2024
Q3 | $86K | Buy |
5,709
+2,837
| +99% | +$42.7K | ﹤0.01% | 2294 |
|
|
2024
Q2 | $33K | Buy |
2,872
+2,788
| +3,319% | +$32K | ﹤0.01% | 2769 |
|
|
2024
Q1 | $1K | Sell |
84
-279
| -77% | -$3.32K | ﹤0.01% | 4159 |
|
|
2023
Q4 | $5K | Sell |
363
-635
| -64% | -$8.75K | ﹤0.01% | 3520 |
|
|
2023
Q3 | $15K | Hold |
998
| – | – | ﹤0.01% | 2878 |
|
|
2023
Q2 | $15K | Hold |
998
| – | – | ﹤0.01% | 2818 |
|
|
2023
Q1 | $16K | Buy |
998
+123
| +14% | +$1.97K | ﹤0.01% | 2654 |
|
|
2022
Q4 | $13K | Buy |
875
+256
| +41% | +$3.8K | ﹤0.01% | 2651 |
|
|
2022
Q3 | $9K | Buy |
619
+57
| +10% | +$829 | ﹤0.01% | 2755 |
|
|
2022
Q2 | $8K | Buy |
562
+66
| +13% | +$940 | ﹤0.01% | 2706 |
|
|
2022
Q1 | $9K | Buy |
496
+421
| +561% | +$7.64K | ﹤0.01% | 2540 |
|
|
2021
Q4 | $1K | Buy |
+75
| New | +$1K | ﹤0.01% | 3314 |
|
|
2021
Q2 | $2K | Hold |
75
| – | – | ﹤0.01% | 2646 |
|
|
2021
Q1 | $2K | Hold |
75
| – | – | ﹤0.01% | 2646 |
|
|
2020
Q4 | $2K | Hold |
75
| – | – | ﹤0.01% | 2646 |
|
|
2020
Q3 | $2K | Hold |
75
| – | – | ﹤0.01% | 2646 |
|
|
2020
Q2 | $2K | Hold |
75
| – | – | ﹤0.01% | 2646 |
|
|
2020
Q1 | $2K | Hold |
75
| – | – | ﹤0.01% | 2646 |
|
|
2019
Q4 | $2K | Hold |
75
| – | – | ﹤0.01% | 2646 |
|
|
2019
Q3 | $2K | Hold |
75
| – | – | ﹤0.01% | 2646 |
|
|
2019
Q2 | $2K | Hold |
75
| – | – | ﹤0.01% | 2646 |
|
|
2019
Q1 | $2K | Buy |
+75
| New | +$2K | ﹤0.01% | 2646 |
|