Carson Wealth (CWM LLC)’s Morningstar MORN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
4,262
+3,013
| +241% | +$946K | ﹤0.01% | 1117 |
|
|
2025
Q1 | $375K | Buy |
1,249
+111
| +10% | +$33.3K | ﹤0.01% | 1568 |
|
|
2024
Q4 | $383K | Buy |
1,138
+17
| +2% | +$5.72K | ﹤0.01% | 1486 |
|
|
2024
Q3 | $358K | Buy |
1,121
+1
| +0.1% | +$319 | ﹤0.01% | 1459 |
|
|
2024
Q2 | $331K | Buy |
1,120
+13
| +1% | +$3.84K | ﹤0.01% | 1352 |
|
|
2024
Q1 | $341K | Buy |
1,107
+783
| +242% | +$241K | ﹤0.01% | 1276 |
|
|
2023
Q4 | $93K | Buy |
324
+40
| +14% | +$11.5K | ﹤0.01% | 1811 |
|
|
2023
Q3 | $67K | Buy |
284
+85
| +43% | +$20.1K | ﹤0.01% | 1887 |
|
|
2023
Q2 | $39K | Sell |
199
-94
| -32% | -$18.4K | ﹤0.01% | 2161 |
|
|
2023
Q1 | $59K | Buy |
293
+72
| +33% | +$14.5K | ﹤0.01% | 1773 |
|
|
2022
Q4 | $48K | Sell |
221
-391
| -64% | -$84.9K | ﹤0.01% | 1762 |
|
|
2022
Q3 | $130K | Sell |
612
-410
| -40% | -$87.1K | ﹤0.01% | 1224 |
|
|
2022
Q2 | $247K | Buy |
1,022
+319
| +45% | +$77.1K | ﹤0.01% | 960 |
|
|
2022
Q1 | $192K | Buy |
703
+290
| +70% | +$79.2K | ﹤0.01% | 1050 |
|
|
2021
Q4 | $141K | Buy |
+413
| New | +$141K | ﹤0.01% | 1167 |
|
|
2021
Q2 | $4K | Hold |
14
| – | – | ﹤0.01% | 2433 |
|
|
2021
Q1 | $4K | Hold |
14
| – | – | ﹤0.01% | 2433 |
|
|
2020
Q4 | $4K | Hold |
14
| – | – | ﹤0.01% | 2433 |
|
|
2020
Q3 | $4K | Hold |
14
| – | – | ﹤0.01% | 2433 |
|
|
2020
Q2 | $4K | Hold |
14
| – | – | ﹤0.01% | 2433 |
|
|
2020
Q1 | $4K | Hold |
14
| – | – | ﹤0.01% | 2433 |
|
|
2019
Q4 | $4K | Hold |
14
| – | – | ﹤0.01% | 2433 |
|
|
2019
Q3 | $4K | Hold |
14
| – | – | ﹤0.01% | 2433 |
|
|
2019
Q2 | $4K | Hold |
14
| – | – | ﹤0.01% | 2433 |
|
|
2019
Q1 | $4K | Buy |
+14
| New | +$4K | ﹤0.01% | 2433 |
|