Carson Wealth (CWM LLC)’s NV5 Global NVEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $739K | Buy |
31,986
+1,050
| +3% | +$24.3K | ﹤0.01% | 1410 |
|
|
2025
Q1 | $596K | Sell |
30,936
-600
| -2% | -$11.6K | ﹤0.01% | 1384 |
|
|
2024
Q4 | $594K | Sell |
31,536
-1,800
| -5% | -$33.9K | ﹤0.01% | 1311 |
|
|
2024
Q3 | $779K | Sell |
33,336
-1,988
| -6% | -$46.5K | ﹤0.01% | 1157 |
|
|
2024
Q2 | $821K | Sell |
35,324
-2,964
| -8% | -$68.9K | ﹤0.01% | 1006 |
|
|
2024
Q1 | $938K | Buy |
38,288
+220
| +0.6% | +$5.39K | ﹤0.01% | 882 |
|
|
2023
Q4 | $1.06M | Sell |
38,068
-3,644
| -9% | -$101K | 0.01% | 782 |
|
|
2023
Q3 | $1M | Sell |
41,712
-1,492
| -3% | -$35.9K | 0.01% | 751 |
|
|
2023
Q2 | $1.2M | Sell |
43,204
-64
| -0.1% | -$1.77K | 0.01% | 641 |
|
|
2023
Q1 | $1.13M | Buy |
43,268
+43,128
| +30,806% | +$1.12M | 0.01% | 633 |
|
|
2022
Q4 | $5K | Sell |
140
-32
| -19% | -$1.14K | ﹤0.01% | 3199 |
|
|
2022
Q3 | $5K | Buy |
+172
| New | +$5K | ﹤0.01% | 3079 |
|