Carson Wealth (CWM LLC)’s Nutanix NTNX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.72M | Buy |
87,937
+17,888
| +26% | +$1.37M | 0.02% | 508 |
|
|
2025
Q1 | $4.89M | Buy |
70,049
+25,045
| +56% | +$1.75M | 0.02% | 536 |
|
|
2024
Q4 | $2.75M | Buy |
45,004
+16,046
| +55% | +$982K | 0.01% | 666 |
|
|
2024
Q3 | $1.72M | Buy |
28,958
+17,294
| +148% | +$1.02M | 0.01% | 767 |
|
|
2024
Q2 | $663K | Buy |
11,664
+3,323
| +40% | +$189K | ﹤0.01% | 1085 |
|
|
2024
Q1 | $515K | Buy |
8,341
+2,371
| +40% | +$146K | ﹤0.01% | 1127 |
|
|
2023
Q4 | $285K | Buy |
5,970
+1,443
| +32% | +$68.9K | ﹤0.01% | 1275 |
|
|
2023
Q3 | $158K | Buy |
4,527
+328
| +8% | +$11.4K | ﹤0.01% | 1403 |
|
|
2023
Q2 | $118K | Sell |
4,199
-135
| -3% | -$3.79K | ﹤0.01% | 1485 |
|
|
2023
Q1 | $113K | Sell |
4,334
-117
| -3% | -$3.05K | ﹤0.01% | 1430 |
|
|
2022
Q4 | $116K | Sell |
4,451
-1,605
| -27% | -$41.8K | ﹤0.01% | 1311 |
|
|
2022
Q3 | $126K | Buy |
6,056
+841
| +16% | +$17.5K | ﹤0.01% | 1241 |
|
|
2022
Q2 | $76K | Buy |
5,215
+4,350
| +503% | +$63.4K | ﹤0.01% | 1429 |
|
|
2022
Q1 | $23K | Sell |
865
-141
| -14% | -$3.75K | ﹤0.01% | 1994 |
|
|
2021
Q4 | $32K | Buy |
+1,006
| New | +$32K | ﹤0.01% | 1758 |
|
|
2021
Q2 | $37K | Hold |
957
| – | – | ﹤0.01% | 1529 |
|
|
2021
Q1 | $37K | Hold |
957
| – | – | ﹤0.01% | 1529 |
|
|
2020
Q4 | $37K | Hold |
957
| – | – | ﹤0.01% | 1529 |
|
|
2020
Q3 | $37K | Hold |
957
| – | – | ﹤0.01% | 1529 |
|
|
2020
Q2 | $37K | Hold |
957
| – | – | ﹤0.01% | 1529 |
|
|
2020
Q1 | $37K | Hold |
957
| – | – | ﹤0.01% | 1529 |
|
|
2019
Q4 | $37K | Hold |
957
| – | – | ﹤0.01% | 1529 |
|
|
2019
Q3 | $37K | Hold |
957
| – | – | ﹤0.01% | 1529 |
|
|
2019
Q2 | $37K | Hold |
957
| – | – | ﹤0.01% | 1529 |
|
|
2019
Q1 | $37K | Buy |
957
+742
| +345% | +$28.7K | ﹤0.01% | 1529 |
|
|
2018
Q4 | $9K | Hold |
215
| – | – | ﹤0.01% | 1368 |
|
|
2018
Q3 | $9K | Hold |
215
| – | – | ﹤0.01% | 1191 |
|
|
2018
Q2 | $11K | Hold |
215
| – | – | ﹤0.01% | 977 |
|
|
2018
Q1 | $11K | Hold |
215
| – | – | ﹤0.01% | 834 |
|
|
2017
Q4 | $8K | Hold |
215
| – | – | ﹤0.01% | 942 |
|
|
2017
Q3 | $5K | Buy |
+215
| New | +$5K | ﹤0.01% | 1086 |
|