Carson Wealth (CWM LLC)’s Minerals Technologies MTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $360K | Buy |
6,537
+5,780
| +764% | +$318K | ﹤0.01% | 1754 |
|
|
2025
Q1 | $48K | Sell |
757
-1,844
| -71% | -$117K | ﹤0.01% | 3024 |
|
|
2024
Q4 | $198K | Buy |
2,601
+731
| +39% | +$55.6K | ﹤0.01% | 1825 |
|
|
2024
Q3 | $144K | Buy |
1,870
+540
| +41% | +$41.6K | ﹤0.01% | 1951 |
|
|
2024
Q2 | $111K | Buy |
1,330
+1,136
| +586% | +$94.8K | ﹤0.01% | 1901 |
|
|
2024
Q1 | $15K | Buy |
194
+122
| +169% | +$9.43K | ﹤0.01% | 3095 |
|
|
2023
Q4 | $5K | Sell |
72
-63
| -47% | -$4.38K | ﹤0.01% | 3522 |
|
|
2023
Q3 | $7K | Sell |
135
-47
| -26% | -$2.44K | ﹤0.01% | 3307 |
|
|
2023
Q2 | $10K | Sell |
182
-34
| -16% | -$1.87K | ﹤0.01% | 3085 |
|
|
2023
Q1 | $13K | Hold |
216
| – | – | ﹤0.01% | 2796 |
|
|
2022
Q4 | $13K | Buy |
216
+45
| +26% | +$2.71K | ﹤0.01% | 2653 |
|
|
2022
Q3 | $8K | Buy |
+171
| New | +$8K | ﹤0.01% | 2827 |
|
|
2022
Q2 | – | Sell |
-60
| Closed | -$4K | – | 3971 |
|
|
2022
Q1 | $4K | Buy |
+60
| New | +$4K | ﹤0.01% | 2930 |
|
|
2017
Q1 | – | Sell |
-35
| Closed | -$3K | – | 1255 |
|
|
2016
Q4 | $3K | Buy |
+35
| New | +$3K | ﹤0.01% | 928 |
|