Carson Wealth (CWM LLC)
NKLA

Carson Wealth (CWM LLC)’s Nikola Corporation Common Stock NKLA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NKLA Stock Details NKLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,105
Closed -$4K – 5266
2024
Q4 		$4K Buy
3,105
+2,975
+2,288% +$8.49K ﹤0.01% 4373
2024
Q3 		$1K Buy
130
+80
+160% +$592 ﹤0.01% 4772
2024
Q2 		$0 Buy
50
+3
+6% +$54 ﹤0.01% 5016
2024
Q1 		$1K Buy
47
+29
+161% +$623 ﹤0.01% 4258
2023
Q4 		$0 Buy
18
+4
+29% +$124 ﹤0.01% 4588
2023
Q3 		$1K Hold
14
– – ﹤0.01% 4117
2023
Q2 		$1K Sell
14
-44
-76% -$1.21K ﹤0.01% 4110
2023
Q1 		$2K Sell
58
-20
-26% -$1.31K ﹤0.01% 3727
2022
Q4 		$5K Buy
78
+49
+169% +$4.1K ﹤0.01% 3241
2022
Q3 		$3K Buy
29
+8
+38% +$1.35K ﹤0.01% 3386
2022
Q2 		$3K Sell
21
-2
-9% -$409 ﹤0.01% 3267
2022
Q1 		$7K Sell
23
-8
-26% -$2.04K ﹤0.01% 2711
2021
Q4 		$9K Buy
+31
New +$10.3K ﹤0.01% 2446
2021
Q2 		$16K Hold
30
– – ﹤0.01% 1910
2021
Q1 		$16K Hold
30
– – ﹤0.01% 1910
2020
Q4 		$16K Hold
30
– – ﹤0.01% 1910
2020
Q3 		$16K Hold
30
– – ﹤0.01% 1910
2020
Q2 		$16K Hold
30
– – ﹤0.01% 1910
2020
Q1 		$16K Hold
30
– – ﹤0.01% 1910
2019
Q4 		$16K Hold
30
– – ﹤0.01% 1910
2019
Q3 		$16K Hold
30
– – ﹤0.01% 1910
2019
Q2 		$16K Hold
30
– – ﹤0.01% 1910
2019
Q1 		$16K Buy
+30
New +$8.93K ﹤0.01% 1910

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Kovitz Investment Group Partners
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PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $426M AUM 23.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Nikola Corporation Common Stock (NKLA) in Q1 2025, closing a stake of 3,105 shares — an estimated $4K sold.

Carson Wealth (CWM LLC) first reported a position in NKLA in Q1 2019 and held it in 23 quarters. The position peaked at $16K in Q2 2021. 23 funds tracked by Wall St. Rank hold NKLA as of Q1 2025.

  • Carson Wealth (CWM LLC) reported no remaining Nikola Corporation Common Stock position as of Q1 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 3,105 Nikola Corporation Common Stock shares in Q1 2025, an estimated $4K.
  • Carson Wealth (CWM LLC) first reported a position in Nikola Corporation Common Stock in Q1 2019 and held it in 23 quarters.
  • Carson Wealth (CWM LLC)'s Nikola Corporation Common Stock position peaked at $16K in Q2 2021.
  • 23 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2025.

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