Carson Wealth (CWM LLC)’s MeridianLink MLNK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3K | Sell |
215
-77
| -26% | -$1.07K | ﹤0.01% | 4783 |
|
|
2025
Q1 | $5K | Buy |
292
+143
| +96% | +$2.45K | ﹤0.01% | 4456 |
|
|
2024
Q4 | $3K | Buy |
149
+58
| +64% | +$1.17K | ﹤0.01% | 4422 |
|
|
2024
Q3 | $2K | Buy |
91
+12
| +15% | +$264 | ﹤0.01% | 4425 |
|
|
2024
Q2 | $2K | Buy |
79
+26
| +49% | +$658 | ﹤0.01% | 4234 |
|
|
2024
Q1 | $1K | Hold |
53
| – | – | ﹤0.01% | 4161 |
|
|
2023
Q4 | $1K | Sell |
53
-7
| -12% | -$132 | ﹤0.01% | 3974 |
|
|
2023
Q3 | $1K | Buy |
+60
| New | +$1K | ﹤0.01% | 4012 |
|