Carson Wealth (CWM LLC)’s Maximus MMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $509K | Buy |
7,244
+4,970
| +219% | +$349K | ﹤0.01% | 1582 |
|
|
2025
Q1 | $155K | Buy |
2,274
+357
| +19% | +$24.3K | ﹤0.01% | 2090 |
|
|
2024
Q4 | $143K | Buy |
1,917
+1,229
| +179% | +$91.7K | ﹤0.01% | 2054 |
|
|
2024
Q3 | $64K | Buy |
688
+88
| +15% | +$8.19K | ﹤0.01% | 2508 |
|
|
2024
Q2 | $51K | Buy |
600
+87
| +17% | +$7.4K | ﹤0.01% | 2465 |
|
|
2024
Q1 | $43K | Buy |
513
+185
| +56% | +$15.5K | ﹤0.01% | 2396 |
|
|
2023
Q4 | $28K | Sell |
328
-125
| -28% | -$10.7K | ﹤0.01% | 2561 |
|
|
2023
Q3 | $34K | Sell |
453
-26
| -5% | -$1.95K | ﹤0.01% | 2325 |
|
|
2023
Q2 | $40K | Sell |
479
-236
| -33% | -$19.7K | ﹤0.01% | 2138 |
|
|
2023
Q1 | $56K | Sell |
715
-201
| -22% | -$15.7K | ﹤0.01% | 1795 |
|
|
2022
Q4 | $67K | Buy |
916
+384
| +72% | +$28.1K | ﹤0.01% | 1571 |
|
|
2022
Q3 | $31K | Sell |
532
-94
| -15% | -$5.48K | ﹤0.01% | 1937 |
|
|
2022
Q2 | $39K | Sell |
626
-541
| -46% | -$33.7K | ﹤0.01% | 1741 |
|
|
2022
Q1 | $87K | Sell |
1,167
-2,648
| -69% | -$197K | ﹤0.01% | 1380 |
|
|
2021
Q4 | $304K | Buy |
+3,815
| New | +$304K | ﹤0.01% | 861 |
|
|
2018
Q4 | – | Sell |
-135
| Closed | -$9K | – | 2185 |
|
|
2018
Q3 | $9K | Sell |
135
-17
| -11% | -$1.13K | ﹤0.01% | 1188 |
|
|
2018
Q2 | $9K | Buy |
+152
| New | +$9K | ﹤0.01% | 1030 |
|