Carson Wealth (CWM LLC)’s Mizuho Financial MFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $130K | Sell |
23,391
-576
| -2% | -$3.2K | ﹤0.01% | 2494 |
|
|
2025
Q1 | $132K | Sell |
23,967
-1,465
| -6% | -$8.07K | ﹤0.01% | 2196 |
|
|
2024
Q4 | $124K | Buy |
25,432
+49
| +0.2% | +$239 | ﹤0.01% | 2143 |
|
|
2024
Q3 | $106K | Sell |
25,383
-1,618
| -6% | -$6.76K | ﹤0.01% | 2163 |
|
|
2024
Q2 | $114K | Buy |
27,001
+1,880
| +7% | +$7.94K | ﹤0.01% | 1888 |
|
|
2024
Q1 | $100K | Buy |
25,121
+3,756
| +18% | +$15K | ﹤0.01% | 1885 |
|
|
2023
Q4 | $73K | Sell |
21,365
-1,360
| -6% | -$4.65K | ﹤0.01% | 1950 |
|
|
2023
Q3 | $78K | Buy |
22,725
+1,095
| +5% | +$3.76K | ﹤0.01% | 1787 |
|
|
2023
Q2 | $66K | Sell |
21,630
-1,306
| -6% | -$3.99K | ﹤0.01% | 1804 |
|
|
2023
Q1 | $65K | Buy |
22,936
+4,867
| +27% | +$13.8K | ﹤0.01% | 1728 |
|
|
2022
Q4 | $51K | Sell |
18,069
-911
| -5% | -$2.57K | ﹤0.01% | 1720 |
|
|
2022
Q3 | $42K | Buy |
18,980
+3,413
| +22% | +$7.55K | ﹤0.01% | 1743 |
|
|
2022
Q2 | $35K | Buy |
15,567
+1,326
| +9% | +$2.98K | ﹤0.01% | 1795 |
|
|
2022
Q1 | $37K | Buy |
14,241
+4,958
| +53% | +$12.9K | ﹤0.01% | 1750 |
|
|
2021
Q4 | $24K | Buy |
+9,283
| New | +$24K | ﹤0.01% | 1889 |
|