Carson Wealth (CWM LLC)’s National Research Corp NRC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$115K Buy
6,847
+4,502
+192% +$75.6K ﹤0.01% 2592
2025
Q1
$30K Sell
2,345
-2,272
-49% -$29.1K ﹤0.01% 3383
2024
Q4
$81K Buy
4,617
+3,727
+419% +$65.4K ﹤0.01% 2431
2024
Q3
$20K Sell
890
-268
-23% -$6.02K ﹤0.01% 3356
2024
Q2
$27K Buy
1,158
+1,041
+890% +$24.3K ﹤0.01% 2916
2024
Q1
$5K Buy
117
+100
+588% +$4.27K ﹤0.01% 3675
2023
Q4
$1K Buy
+17
New +$1K ﹤0.01% 3986