Carson Wealth (CWM LLC)’s Nice NICE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $74.5K | Buy |
676
+191
| +39% | +$21.8K | ﹤0.01% | 3504 |
|
|
2025
Q4 | $55K | Sell |
485
-15
| -3% | -$1.81K | ﹤0.01% | 3532 |
|
|
2025
Q3 | $72K | Buy |
500
+65
| +15% | +$9.75K | ﹤0.01% | 3227 |
|
|
2025
Q2 | $73K | Sell |
435
-326
| -43% | -$52.5K | ﹤0.01% | 2980 |
|
|
2025
Q1 | $117K | Sell |
761
-11
| -1% | -$1.76K | ﹤0.01% | 2288 |
|
|
2024
Q4 | $131K | Buy |
772
+39
| +5% | +$6.95K | ﹤0.01% | 2105 |
|
|
2024
Q3 | $127K | Buy |
733
+9
| +1% | +$1.54K | ﹤0.01% | 2041 |
|
|
2024
Q2 | $125K | Buy |
724
+120
| +20% | +$24.7K | ﹤0.01% | 1839 |
|
|
2024
Q1 | $157K | Buy |
604
+18
| +3% | +$4.08K | ﹤0.01% | 1631 |
|
|
2023
Q4 | $117K | Buy |
586
+100
| +21% | +$18K | ﹤0.01% | 1658 |
|
|
2023
Q3 | $83K | Sell |
486
-32
| -6% | -$6.37K | ﹤0.01% | 1745 |
|
|
2023
Q2 | $107K | Sell |
518
-7
| -1% | -$1.44K | ﹤0.01% | 1537 |
|
|
2023
Q1 | $120K | Buy |
525
+15
| +3% | +$3.15K | ﹤0.01% | 1394 |
|
|
2022
Q4 | $98K | Sell |
510
-475
| -48% | -$91.5K | ﹤0.01% | 1390 |
|
|
2022
Q3 | $185K | Buy |
985
+38
| +4% | +$7.94K | ﹤0.01% | 1087 |
|
|
2022
Q2 | $182K | Sell |
947
-39
| -4% | -$7.89K | ﹤0.01% | 1080 |
|
|
2022
Q1 | $216K | Hold |
986
| – | – | ﹤0.01% | 1010 |
|
|
2021
Q4 | $299K | Buy |
+986
| New | +$285K | ﹤0.01% | 870 |
|
|
2021
Q2 | $244K | Hold |
984
| – | – | ﹤0.01% | 838 |
|
|
2021
Q1 | $244K | Hold |
984
| – | – | ﹤0.01% | 838 |
|
|
2020
Q4 | $244K | Hold |
984
| – | – | ﹤0.01% | 838 |
|
|
2020
Q3 | $244K | Hold |
984
| – | – | ﹤0.01% | 838 |
|
|
2020
Q2 | $244K | Hold |
984
| – | – | ﹤0.01% | 838 |
|
|
2020
Q1 | $244K | Hold |
984
| – | – | ﹤0.01% | 838 |
|
|
2019
Q4 | $244K | Hold |
984
| – | – | ﹤0.01% | 838 |
|
|
2019
Q3 | $244K | Hold |
984
| – | – | ﹤0.01% | 838 |
|
|
2019
Q2 | $244K | Hold |
984
| – | – | ﹤0.01% | 838 |
|
|
2019
Q1 | $244K | Buy |
984
+637
| +184% | +$71.8K | ﹤0.01% | 838 |
|
|
2018
Q4 | $38K | Buy |
347
+251
| +261% | +$27.5K | ﹤0.01% | 951 |
|
|
2018
Q3 | $11K | Buy |
96
+3
| +3% | +$336 | ﹤0.01% | 1132 |
|
|
2018
Q2 | $10K | Buy |
93
+22
| +31% | +$2.23K | ﹤0.01% | 1003 |
|
|
2018
Q1 | $7K | Hold |
71
| – | – | ﹤0.01% | 939 |
|
|
2017
Q4 | $7K | Buy |
71
+16
| +29% | +$1.36K | ﹤0.01% | 987 |
|
|
2017
Q3 | $4K | Sell |
55
-2
| -4% | -$155 | ﹤0.01% | 1146 |
|
|
2017
Q2 | $4K | Sell |
57
-21
| -27% | -$1.55K | ﹤0.01% | 919 |
|
|
2017
Q1 | $5K | Buy |
+78
| New | +$5.35K | ﹤0.01% | 870 |
|
Other funds holding NICE
HL
BIP
CI
MMH
HIIFS
MIFH
Carson Wealth (CWM LLC)'s NICE Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Nice (NICE) stake by 39% in Q1 2026, buying an estimated $21.8K and bringing the position to 676 shares worth $74.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3504.
Carson Wealth (CWM LLC) first reported a position in NICE in Q1 2017 and has held it in 36 quarters since. The position peaked at $299K in Q4 2021. 346 funds tracked by Wall St. Rank hold NICE as of Q1 2026.
- Carson Wealth (CWM LLC) held 676 shares of Nice worth $74.5K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 191 Nice shares in Q1 2026, an estimated $21.8K.
- Nice made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3504 holding.
- Carson Wealth (CWM LLC) first reported a position in Nice in Q1 2017 and has held it in 36 quarters since.
- Carson Wealth (CWM LLC)'s Nice position peaked at $299K in Q4 2021.
- 346 funds tracked by Wall St. Rank held Nice as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.