Carson Wealth (CWM LLC)’s nCino NCNO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8K | Buy |
284
+24
| +9% | +$676 | ﹤0.01% | 4398 |
|
|
2025
Q1 | $7K | Sell |
260
-181
| -41% | -$4.87K | ﹤0.01% | 4293 |
|
|
2024
Q4 | $15K | Buy |
441
+35
| +9% | +$1.19K | ﹤0.01% | 3629 |
|
|
2024
Q3 | $13K | Buy |
406
+51
| +14% | +$1.63K | ﹤0.01% | 3632 |
|
|
2024
Q2 | $11K | Sell |
355
-4
| -1% | -$124 | ﹤0.01% | 3491 |
|
|
2024
Q1 | $13K | Buy |
359
+351
| +4,388% | +$12.7K | ﹤0.01% | 3189 |
|
|
2023
Q4 | $0 | Sell |
8
-5
| -38% | – | ﹤0.01% | 4381 |
|
|
2023
Q3 | $0 | Buy |
+13
| New | – | ﹤0.01% | 4400 |
|
|
2023
Q2 | – | Sell |
-329
| Closed | -$8K | – | 4352 |
|
|
2023
Q1 | $8K | Buy |
329
+98
| +42% | +$2.38K | ﹤0.01% | 3084 |
|
|
2022
Q4 | $6K | Sell |
231
-330
| -59% | -$8.57K | ﹤0.01% | 3089 |
|
|
2022
Q3 | $19K | Hold |
561
| – | – | ﹤0.01% | 2254 |
|
|
2022
Q2 | $17K | Buy |
561
+555
| +9,250% | +$16.8K | ﹤0.01% | 2223 |
|
|
2022
Q1 | $0 | Buy |
6
+3
| +100% | – | ﹤0.01% | 3729 |
|
|
2021
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 3574 |
|