Carson Wealth (CWM LLC)’s NerdWallet NRDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $139K | Sell |
|
|||||
|
2025
Q2 | $163K | Buy |
|
|||||
|
2025
Q1 | $18K | Buy |
|
|||||
|
2024
Q4 | $2K | Buy |
|
|||||
|
2024
Q3 | $1K | Buy |
|
|||||
|
2024
Q2 | $1K | Buy |
|
|||||
|
2024
Q1 | $0 | Hold |
|
|||||
|
2023
Q4 | $1K | Sell |
|
|||||
|
2023
Q3 | $0 | Buy |
|
|||||
|
2023
Q2 | $0 | Hold |
|
|||||
|
2023
Q1 | $0 | Sell |
|
|||||
|
2022
Q4 | $0 | Hold |
|
|||||
|
2022
Q3 | $0 | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $0 | Buy |
|