Carson Wealth (CWM LLC)’s NerdWallet NRDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $163K | Buy |
14,825
+12,845
| +649% | +$141K | ﹤0.01% | 2354 |
|
|
2025
Q1 | $18K | Buy |
1,980
+1,852
| +1,447% | +$16.8K | ﹤0.01% | 3753 |
|
|
2024
Q4 | $2K | Buy |
128
+22
| +21% | +$344 | ﹤0.01% | 4577 |
|
|
2024
Q3 | $1K | Buy |
106
+52
| +96% | +$491 | ﹤0.01% | 4644 |
|
|
2024
Q2 | $1K | Buy |
54
+20
| +59% | +$370 | ﹤0.01% | 4432 |
|
|
2024
Q1 | $0 | Hold |
34
| – | – | ﹤0.01% | 4593 |
|
|
2023
Q4 | $1K | Sell |
34
-11
| -24% | -$324 | ﹤0.01% | 3987 |
|
|
2023
Q3 | $0 | Buy |
45
+16
| +55% | – | ﹤0.01% | 4413 |
|
|
2023
Q2 | $0 | Hold |
29
| – | – | ﹤0.01% | 4358 |
|
|
2023
Q1 | $0 | Sell |
29
-6
| -17% | – | ﹤0.01% | 4237 |
|
|
2022
Q4 | $0 | Hold |
35
| – | – | ﹤0.01% | 4141 |
|
|
2022
Q3 | $0 | Buy |
+35
| New | – | ﹤0.01% | 4082 |
|
|
2022
Q1 | – | Sell |
-3
| Closed | – | – | 3736 |
|
|
2021
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 3578 |
|