Carson Wealth (CWM LLC)’s Materion MTRN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $98K | Buy |
1,232
+979
| +387% | +$77.9K | ﹤0.01% | 2752 |
|
|
2025
Q1 | $21K | Buy |
253
+95
| +60% | +$7.89K | ﹤0.01% | 3633 |
|
|
2024
Q4 | $16K | Buy |
158
+20
| +14% | +$2.03K | ﹤0.01% | 3589 |
|
|
2024
Q3 | $15K | Buy |
138
+9
| +7% | +$978 | ﹤0.01% | 3549 |
|
|
2024
Q2 | $14K | Buy |
129
+16
| +14% | +$1.74K | ﹤0.01% | 3345 |
|
|
2024
Q1 | $15K | Hold |
113
| – | – | ﹤0.01% | 3094 |
|
|
2023
Q4 | $15K | Sell |
113
-48
| -30% | -$6.37K | ﹤0.01% | 2947 |
|
|
2023
Q3 | $16K | Hold |
161
| – | – | ﹤0.01% | 2838 |
|
|
2023
Q2 | $18K | Hold |
161
| – | – | ﹤0.01% | 2713 |
|
|
2023
Q1 | $19K | Hold |
161
| – | – | ﹤0.01% | 2545 |
|
|
2022
Q4 | $14K | Buy |
161
+5
| +3% | +$435 | ﹤0.01% | 2607 |
|
|
2022
Q3 | $12K | Buy |
156
+52
| +50% | +$4K | ﹤0.01% | 2575 |
|
|
2022
Q2 | $8K | Sell |
104
-24
| -19% | -$1.85K | ﹤0.01% | 2709 |
|
|
2022
Q1 | $11K | Buy |
128
+27
| +27% | +$2.32K | ﹤0.01% | 2421 |
|
|
2021
Q4 | $9K | Buy |
+101
| New | +$9K | ﹤0.01% | 2411 |
|