Carson Wealth (CWM LLC)’s Marqeta MQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22K | Sell |
3,791
-2,476
| -40% | -$14.4K | ﹤0.01% | 3849 |
|
|
2025
Q1 | $26K | Sell |
6,267
-1,808
| -22% | -$7.5K | ﹤0.01% | 3490 |
|
|
2024
Q4 | $31K | Sell |
8,075
-2,192
| -21% | -$8.42K | ﹤0.01% | 3148 |
|
|
2024
Q3 | $51K | Buy |
10,267
+179
| +2% | +$889 | ﹤0.01% | 2674 |
|
|
2024
Q2 | $55K | Sell |
10,088
-368
| -4% | -$2.01K | ﹤0.01% | 2410 |
|
|
2024
Q1 | $62K | Sell |
10,456
-64
| -0.6% | -$379 | ﹤0.01% | 2155 |
|
|
2023
Q4 | $73K | Sell |
10,520
-745
| -7% | -$5.17K | ﹤0.01% | 1951 |
|
|
2023
Q3 | $67K | Buy |
11,265
+252
| +2% | +$1.5K | ﹤0.01% | 1888 |
|
|
2023
Q2 | $54K | Buy |
11,013
+329
| +3% | +$1.61K | ﹤0.01% | 1921 |
|
|
2023
Q1 | $49K | Buy |
10,684
+1,221
| +13% | +$5.6K | ﹤0.01% | 1889 |
|
|
2022
Q4 | $58K | Sell |
9,463
-759
| -7% | -$4.65K | ﹤0.01% | 1650 |
|
|
2022
Q3 | $73K | Buy |
10,222
+2,428
| +31% | +$17.3K | ﹤0.01% | 1484 |
|
|
2022
Q2 | $63K | Buy |
+7,794
| New | +$63K | ﹤0.01% | 1519 |
|
|
2022
Q1 | – | Sell |
-3,123
| Closed | -$54K | – | 3719 |
|
|
2021
Q4 | $54K | Buy |
+3,123
| New | +$54K | ﹤0.01% | 1539 |
|