Carson Wealth (CWM LLC)’s NOV NOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $543K | Sell |
43,700
-18,557
| -30% | -$231K | ﹤0.01% | 1552 |
|
|
2025
Q1 | $948K | Buy |
62,257
+18,226
| +41% | +$278K | ﹤0.01% | 1155 |
|
|
2024
Q4 | $643K | Buy |
44,031
+36,122
| +457% | +$528K | ﹤0.01% | 1286 |
|
|
2024
Q3 | $126K | Sell |
7,909
-11,748
| -60% | -$187K | ﹤0.01% | 2045 |
|
|
2024
Q2 | $374K | Buy |
19,657
+8,914
| +83% | +$170K | ﹤0.01% | 1301 |
|
|
2024
Q1 | $210K | Buy |
10,743
+5,263
| +96% | +$103K | ﹤0.01% | 1503 |
|
|
2023
Q4 | $111K | Buy |
5,480
+536
| +11% | +$10.9K | ﹤0.01% | 1693 |
|
|
2023
Q3 | $103K | Buy |
4,944
+752
| +18% | +$15.7K | ﹤0.01% | 1607 |
|
|
2023
Q2 | $67K | Buy |
4,192
+841
| +25% | +$13.4K | ﹤0.01% | 1795 |
|
|
2023
Q1 | $62K | Sell |
3,351
-95
| -3% | -$1.76K | ﹤0.01% | 1751 |
|
|
2022
Q4 | $72K | Buy |
3,446
+272
| +9% | +$5.68K | ﹤0.01% | 1524 |
|
|
2022
Q3 | $51K | Buy |
3,174
+2,098
| +195% | +$33.7K | ﹤0.01% | 1643 |
|
|
2022
Q2 | $18K | Sell |
1,076
-242
| -18% | -$4.05K | ﹤0.01% | 2192 |
|
|
2022
Q1 | $26K | Buy |
1,318
+754
| +134% | +$14.9K | ﹤0.01% | 1920 |
|
|
2021
Q4 | $8K | Buy |
+564
| New | +$8K | ﹤0.01% | 2478 |
|
|
2021
Q2 | $8K | Hold |
521
| – | – | ﹤0.01% | 2191 |
|
|
2021
Q1 | $8K | Hold |
521
| – | – | ﹤0.01% | 2191 |
|
|
2020
Q4 | $8K | Hold |
521
| – | – | ﹤0.01% | 2191 |
|
|
2020
Q3 | $8K | Hold |
521
| – | – | ﹤0.01% | 2191 |
|
|
2020
Q2 | $8K | Hold |
521
| – | – | ﹤0.01% | 2191 |
|
|
2020
Q1 | $8K | Hold |
521
| – | – | ﹤0.01% | 2191 |
|
|
2019
Q4 | $8K | Hold |
521
| – | – | ﹤0.01% | 2191 |
|
|
2019
Q3 | $8K | Hold |
521
| – | – | ﹤0.01% | 2191 |
|
|
2019
Q2 | $8K | Hold |
521
| – | – | ﹤0.01% | 2191 |
|
|
2019
Q1 | $8K | Sell |
521
-28,574
| -98% | -$439K | ﹤0.01% | 2191 |
|
|
2018
Q4 | $748K | Sell |
29,095
-224,787
| -89% | -$5.78M | 0.02% | 400 |
|
|
2018
Q3 | $10.9M | Sell |
253,882
-36,907
| -13% | -$1.59M | 0.28% | 95 |
|
|
2018
Q2 | $12.6M | Buy |
290,789
+60,459
| +26% | +$2.62M | 0.42% | 66 |
|
|
2018
Q1 | $8.48M | Buy |
230,330
+133,819
| +139% | +$4.93M | 0.34% | 70 |
|
|
2017
Q4 | $3.48M | Sell |
96,511
-20,021
| -17% | -$721K | 0.15% | 110 |
|
|
2017
Q3 | $4.16M | Sell |
116,532
-4,918
| -4% | -$176K | 0.2% | 92 |
|
|
2017
Q2 | $4M | Sell |
121,450
-1,248
| -1% | -$41.1K | 0.21% | 92 |
|
|
2017
Q1 | $4.92M | Buy |
122,698
+88
| +0.1% | +$3.53K | 0.28% | 84 |
|
|
2016
Q4 | $4.59M | Sell |
122,610
-271
| -0.2% | -$10.1K | 0.28% | 93 |
|
|
2016
Q3 | $4.52M | Sell |
122,881
-2,868
| -2% | -$105K | 0.31% | 94 |
|
|
2016
Q2 | $4.23M | Sell |
125,749
-3,339
| -3% | -$112K | 0.31% | 100 |
|
|
2016
Q1 | $4.02M | Buy |
129,088
+17,506
| +16% | +$544K | 0.35% | 93 |
|
|
2015
Q4 | $3.74M | Buy |
111,582
+39,496
| +55% | +$1.32M | 0.37% | 93 |
|
|
2015
Q3 | $2.71M | Buy |
72,086
+13,847
| +24% | +$521K | 0.27% | 111 |
|
|
2015
Q2 | $2.81M | Buy |
58,239
+8,640
| +17% | +$417K | 0.27% | 116 |
|
|
2015
Q1 | $2.48M | Buy |
49,599
+15,147
| +44% | +$757K | 0.25% | 121 |
|
|
2014
Q4 | $2.26M | Buy |
34,452
+6,826
| +25% | +$447K | 0.27% | 119 |
|
|
2014
Q3 | $2.1M | Buy |
27,626
+2,503
| +10% | +$190K | 0.31% | 96 |
|
|
2014
Q2 | $2.07M | Buy |
25,123
+7,209
| +40% | +$594K | 0.37% | 83 |
|
|
2014
Q1 | $1.26M | Buy |
17,914
+5,483
| +44% | +$385K | 0.17% | 85 |
|
|
2013
Q4 | $891K | Buy |
12,431
+3,465
| +39% | +$248K | 0.14% | 102 |
|
|
2013
Q3 | $632K | Buy |
+8,966
| New | +$632K | 0.17% | 83 |
|