Carson Wealth (CWM LLC)
MTTR

Carson Wealth (CWM LLC)’s Matterport, Inc. Class A Common Stock MTTR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MTTR Stock Details MTTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,765
Closed -$13K – 5264
2024
Q4 		$13K Buy
2,765
+1,297
+88% +$6.16K ﹤0.01% 3737
2024
Q3 		$7K Buy
1,468
+14
+1% +$61 ﹤0.01% 3977
2024
Q2 		$6K Buy
1,454
+472
+48% +$1.79K ﹤0.01% 3826
2024
Q1 		$2K Sell
982
-427
-30% -$936 ﹤0.01% 4049
2023
Q4 		$4K Sell
1,409
-1,928
-58% -$4.64K ﹤0.01% 3652
2023
Q3 		$7K Buy
3,337
+2,377
+248% +$6.66K ﹤0.01% 3337
2023
Q2 		$3K Sell
960
-138
-13% -$383 ﹤0.01% 3729
2023
Q1 		$3K Sell
1,098
-717
-40% -$2.19K ﹤0.01% 3589
2022
Q4 		$5K Buy
1,815
+1,765
+3,530% +$5.65K ﹤0.01% 3240
2022
Q3 		$0 Hold
50
– – ﹤0.01% 4239
2022
Q2 		$0 Hold
50
– – ﹤0.01% 4144
2022
Q1 		$0 Hold
50
– – ﹤0.01% 3927
2021
Q4 		$1K Buy
+50
New +$1.15K ﹤0.01% 3414

Other funds holding MTTR

BOJHT
Bank of Jackson Hole Trust Jackson, Wyoming $207M AUM 22.49% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MTTR Position: Q1 2025 in Review

Carson Wealth (CWM LLC) sold out of Matterport, Inc. Class A Common Stock (MTTR) in Q1 2025, closing a stake of 2,765 shares — an estimated $13K sold.

Carson Wealth (CWM LLC) first reported a position in MTTR in Q4 2021 and held it in 13 quarters. The position peaked at $13K in Q4 2024. 3 funds tracked by Wall St. Rank hold MTTR as of Q1 2025.

  • Carson Wealth (CWM LLC) reported no remaining Matterport, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 2,765 Matterport, Inc. Class A Common Stock shares in Q1 2025, an estimated $13K.
  • Carson Wealth (CWM LLC) first reported a position in Matterport, Inc. Class A Common Stock in Q4 2021 and held it in 13 quarters.
  • Carson Wealth (CWM LLC)'s Matterport, Inc. Class A Common Stock position peaked at $13K in Q4 2024.
  • 3 funds tracked by Wall St. Rank held Matterport, Inc. Class A Common Stock as of Q1 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2025, filed 1 May 2025.