Carson Wealth (CWM LLC)’s Nielsen Holdings plc NLSN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,018
| Closed | -$84K | – | 4419 |
|
|
2022
Q3 | $84K | Buy |
3,018
+789
| +35% | +$20.6K | ﹤0.01% | 1415 |
|
|
2022
Q2 | $52K | Buy |
2,229
+616
| +38% | +$15.8K | ﹤0.01% | 1616 |
|
|
2022
Q1 | $44K | Buy |
1,613
+1,105
| +218% | +$22K | ﹤0.01% | 1663 |
|
|
2021
Q4 | $10K | Buy |
+508
| New | +$10.3K | ﹤0.01% | 2381 |
|
|
2021
Q2 | $2K | Hold |
88
| – | – | ﹤0.01% | 2741 |
|
|
2021
Q1 | $2K | Hold |
88
| – | – | ﹤0.01% | 2741 |
|
|
2020
Q4 | $2K | Hold |
88
| – | – | ﹤0.01% | 2740 |
|
|
2020
Q3 | $2K | Hold |
88
| – | – | ﹤0.01% | 2739 |
|
|
2020
Q2 | $2K | Hold |
88
| – | – | ﹤0.01% | 2737 |
|
|
2020
Q1 | $2K | Hold |
88
| – | – | ﹤0.01% | 2737 |
|
|
2019
Q4 | $2K | Hold |
88
| – | – | ﹤0.01% | 2735 |
|
|
2019
Q3 | $2K | Hold |
88
| – | – | ﹤0.01% | 2735 |
|
|
2019
Q2 | $2K | Hold |
88
| – | – | ﹤0.01% | 2734 |
|
|
2019
Q1 | $2K | Buy |
88
+39
| +80% | +$1.01K | ﹤0.01% | 2730 |
|
|
2018
Q4 | $1K | Sell |
49
-143
| -74% | -$3.7K | ﹤0.01% | 2062 |
|
|
2018
Q3 | $5K | Sell |
192
-855
| -82% | -$23K | ﹤0.01% | 1368 |
|
|
2018
Q2 | $32K | Hold |
1,047
| – | – | ﹤0.01% | 732 |
|
|
2018
Q1 | $33K | Sell |
1,047
-40,083
| -97% | -$1.39M | ﹤0.01% | 628 |
|
|
2017
Q4 | $1.5M | Buy |
41,130
+10,939
| +36% | +$416K | 0.07% | 202 |
|
|
2017
Q3 | $1.25M | Buy |
30,191
+30,151
| +75,378% | +$1.2M | 0.06% | 187 |
|
|
2017
Q2 | $2K | Buy |
+40
| New | +$1.59K | ﹤0.01% | 1056 |
|
|
2017
Q1 | – | Sell |
-136
| Closed | -$6K | – | 1411 |
|
|
2016
Q4 | $6K | Buy |
+136
| New | +$6.25K | ﹤0.01% | 835 |
|
|
2014
Q1 | – | Sell |
-1,008
| Closed | -$46K | – | 605 |
|
|
2013
Q4 | $46K | Hold |
1,008
| – | – | 0.01% | 276 |
|
|
2013
Q3 | $37K | Buy |
+1,008
| New | +$34.6K | 0.01% | 213 |
|
Other funds holding NLSN
Carson Wealth (CWM LLC)'s NLSN Position: Q4 2022 in Review
Carson Wealth (CWM LLC) sold out of Nielsen Holdings plc (NLSN) in Q4 2022, closing a stake of 3,018 shares — an estimated $84K sold.
Carson Wealth (CWM LLC) first reported a position in NLSN in Q3 2013 and held it in 24 quarters. The position peaked at $1.5M in Q4 2017. 3 funds tracked by Wall St. Rank hold NLSN as of Q4 2022.
- Carson Wealth (CWM LLC) reported no remaining Nielsen Holdings plc position as of Q4 2022 after selling out during the quarter.
- Carson Wealth (CWM LLC) sold 3,018 Nielsen Holdings plc shares in Q4 2022, an estimated $84K.
- Carson Wealth (CWM LLC) first reported a position in Nielsen Holdings plc in Q3 2013 and held it in 24 quarters.
- Carson Wealth (CWM LLC)'s Nielsen Holdings plc position peaked at $1.5M in Q4 2017.
- 3 funds tracked by Wall St. Rank held Nielsen Holdings plc as of Q4 2022.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2022, filed 1 Feb 2023.