Carson Wealth (CWM LLC)’s Manitowoc MTW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $88K | Buy |
7,329
+6,377
| +670% | +$76.6K | ﹤0.01% | 2828 |
|
2025
Q1 | $8K | Buy |
952
+174
| +22% | +$1.46K | ﹤0.01% | 4221 |
|
2024
Q4 | $7K | Sell |
778
-134
| -15% | -$1.21K | ﹤0.01% | 4059 |
|
2024
Q3 | $9K | Sell |
912
-2,098
| -70% | -$20.7K | ﹤0.01% | 3840 |
|
2024
Q2 | $35K | Buy |
3,010
+1,482
| +97% | +$17.2K | ﹤0.01% | 2724 |
|
2024
Q1 | $22K | Buy |
1,528
+694
| +83% | +$9.99K | ﹤0.01% | 2831 |
|
2023
Q4 | $14K | Sell |
834
-68
| -8% | -$1.14K | ﹤0.01% | 2989 |
|
2023
Q3 | $14K | Buy |
902
+31
| +4% | +$481 | ﹤0.01% | 2930 |
|
2023
Q2 | $16K | Buy |
871
+54
| +7% | +$992 | ﹤0.01% | 2785 |
|
2023
Q1 | $14K | Hold |
817
| – | – | ﹤0.01% | 2746 |
|
2022
Q4 | $7K | Sell |
817
-326
| -29% | -$2.79K | ﹤0.01% | 3012 |
|
2022
Q3 | $9K | Buy |
1,143
+727
| +175% | +$5.72K | ﹤0.01% | 2757 |
|
2022
Q2 | $4K | Buy |
416
+22
| +6% | +$212 | ﹤0.01% | 3098 |
|
2022
Q1 | $6K | Buy |
394
+191
| +94% | +$2.91K | ﹤0.01% | 2759 |
|
2021
Q4 | $4K | Buy |
+203
| New | +$4K | ﹤0.01% | 2844 |
|
2021
Q2 | $6K | Hold |
241
| – | – | ﹤0.01% | 2298 |
|
2021
Q1 | $6K | Hold |
241
| – | – | ﹤0.01% | 2298 |
|
2020
Q4 | $6K | Hold |
241
| – | – | ﹤0.01% | 2298 |
|
2020
Q3 | $6K | Hold |
241
| – | – | ﹤0.01% | 2298 |
|
2020
Q2 | $6K | Hold |
241
| – | – | ﹤0.01% | 2298 |
|
2020
Q1 | $6K | Hold |
241
| – | – | ﹤0.01% | 2298 |
|
2019
Q4 | $6K | Hold |
241
| – | – | ﹤0.01% | 2298 |
|
2019
Q3 | $6K | Hold |
241
| – | – | ﹤0.01% | 2298 |
|
2019
Q2 | $6K | Hold |
241
| – | – | ﹤0.01% | 2298 |
|
2019
Q1 | $6K | Sell |
241
-531
| -69% | -$13.2K | ﹤0.01% | 2298 |
|
2018
Q4 | $11K | Hold |
772
| – | – | ﹤0.01% | 1303 |
|
2018
Q3 | $19K | Hold |
772
| – | – | ﹤0.01% | 964 |
|
2018
Q2 | $20K | Hold |
772
| – | – | ﹤0.01% | 838 |
|
2018
Q1 | $22K | Hold |
772
| – | – | ﹤0.01% | 689 |
|
2017
Q4 | $30K | Sell |
772
-1
| -0.1% | -$39 | ﹤0.01% | 620 |
|
2017
Q3 | $28K | Hold |
773
| – | – | ﹤0.01% | 638 |
|
2017
Q2 | $19K | Hold |
773
| – | – | ﹤0.01% | 638 |
|
2017
Q1 | $18K | Hold |
773
| – | – | ﹤0.01% | 617 |
|
2016
Q4 | $18K | Hold |
773
| – | – | ﹤0.01% | 602 |
|
2016
Q3 | $15K | Buy |
+773
| New | +$15K | ﹤0.01% | 603 |
|