Carson Wealth (CWM LLC)’s Mitek Systems MITK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$225K Buy
22,696
+2,351
+12% +$23.3K ﹤0.01% 2066
2025
Q1
$168K Buy
20,345
+28
+0.1% +$231 ﹤0.01% 2043
2024
Q4
$226K Sell
20,317
-84
-0.4% -$934 ﹤0.01% 1746
2024
Q3
$177K Sell
20,401
-259
-1% -$2.25K ﹤0.01% 1819
2024
Q2
$231K Buy
20,660
+52
+0.3% +$581 ﹤0.01% 1511
2024
Q1
$291K Sell
20,608
-1
-0% -$14 ﹤0.01% 1342
2023
Q4
$269K Sell
20,609
-20
-0.1% -$261 ﹤0.01% 1290
2023
Q3
$221K Sell
20,629
-41
-0.2% -$439 ﹤0.01% 1273
2023
Q2
$224K Buy
20,670
+20,000
+2,985% +$217K ﹤0.01% 1207
2023
Q1
$6K Sell
670
-26
-4% -$233 ﹤0.01% 3213
2022
Q4
$7K Hold
696
﹤0.01% 3011
2022
Q3
$6K Sell
696
-202
-22% -$1.74K ﹤0.01% 2980
2022
Q2
$8K Buy
898
+478
+114% +$4.26K ﹤0.01% 2708
2022
Q1
$6K Hold
420
﹤0.01% 2755
2021
Q4
$7K Buy
+420
New +$7K ﹤0.01% 2551
2021
Q2
$8K Hold
420
﹤0.01% 2188
2021
Q1
$8K Hold
420
﹤0.01% 2188
2020
Q4
$8K Hold
420
﹤0.01% 2188
2020
Q3
$8K Hold
420
﹤0.01% 2188
2020
Q2
$8K Hold
420
﹤0.01% 2188
2020
Q1
$8K Hold
420
﹤0.01% 2188
2019
Q4
$8K Hold
420
﹤0.01% 2188
2019
Q3
$8K Hold
420
﹤0.01% 2188
2019
Q2
$8K Hold
420
﹤0.01% 2188
2019
Q1
$8K Buy
420
+220
+110% +$4.19K ﹤0.01% 2188
2018
Q4
$2K Hold
200
﹤0.01% 1763
2018
Q3
$1K Hold
200
﹤0.01% 1701
2018
Q2
$2K Hold
200
﹤0.01% 1392
2018
Q1
$1K Hold
200
﹤0.01% 1298
2017
Q4
$2K Hold
200
﹤0.01% 1279
2017
Q3
$2K Hold
200
﹤0.01% 1296
2017
Q2
$2K Hold
200
﹤0.01% 1017
2017
Q1
$1K Hold
200
﹤0.01% 1075
2016
Q4
$1K Buy
+200
New +$1K ﹤0.01% 1058