Carson Wealth (CWM LLC)’s Newell Brands NWL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.13M Sell
209,644
-40,742
-16% -$220K ﹤0.01% 1183
2025
Q1
$1.55M Buy
250,386
+166,012
+197% +$1.03M 0.01% 929
2024
Q4
$840K Buy
84,374
+22,608
+37% +$225K ﹤0.01% 1172
2024
Q3
$474K Buy
61,766
+38,946
+171% +$299K ﹤0.01% 1334
2024
Q2
$146K Buy
22,820
+8,226
+56% +$52.6K ﹤0.01% 1752
2024
Q1
$117K Buy
14,594
+6,536
+81% +$52.4K ﹤0.01% 1783
2023
Q4
$70K Sell
8,058
-1,154
-13% -$10K ﹤0.01% 1974
2023
Q3
$83K Sell
9,212
-3,192
-26% -$28.8K ﹤0.01% 1747
2023
Q2
$108K Buy
12,404
+9,107
+276% +$79.3K ﹤0.01% 1528
2023
Q1
$41K Buy
3,297
+999
+43% +$12.4K ﹤0.01% 2013
2022
Q4
$30K Sell
2,298
-8,148
-78% -$106K ﹤0.01% 2081
2022
Q3
$145K Buy
10,446
+9,402
+901% +$131K ﹤0.01% 1173
2022
Q2
$20K Sell
1,044
-966
-48% -$18.5K ﹤0.01% 2113
2022
Q1
$43K Buy
2,010
+1,112
+124% +$23.8K ﹤0.01% 1667
2021
Q4
$20K Buy
+898
New +$20K ﹤0.01% 1992
2021
Q2
$21K Hold
767
﹤0.01% 1776
2021
Q1
$21K Hold
767
﹤0.01% 1776
2020
Q4
$21K Hold
767
﹤0.01% 1776
2020
Q3
$21K Hold
767
﹤0.01% 1776
2020
Q2
$21K Hold
767
﹤0.01% 1776
2020
Q1
$21K Hold
767
﹤0.01% 1776
2019
Q4
$21K Hold
767
﹤0.01% 1776
2019
Q3
$21K Hold
767
﹤0.01% 1776
2019
Q2
$21K Hold
767
﹤0.01% 1776
2019
Q1
$21K Buy
767
+543
+242% +$14.9K ﹤0.01% 1776
2018
Q4
$4K Hold
224
﹤0.01% 1595
2018
Q3
$5K Sell
224
-178
-44% -$3.97K ﹤0.01% 1350
2018
Q2
$10K Sell
402
-13,606
-97% -$338K ﹤0.01% 1000
2018
Q1
$357K Sell
14,008
-107,375
-88% -$2.74M 0.01% 312
2017
Q4
$3.75M Buy
121,383
+14,323
+13% +$443K 0.17% 100
2017
Q3
$4.57M Sell
107,060
-20
-0% -$853 0.22% 87
2017
Q2
$5.74M Sell
107,080
-12,821
-11% -$688K 0.29% 69
2017
Q1
$5.66M Sell
119,901
-6,783
-5% -$320K 0.32% 66
2016
Q4
$5.66M Buy
+126,684
New +$5.66M 0.35% 76
2014
Q1
Sell
-613
Closed -$20K 347
2013
Q4
$20K Buy
613
+193
+46% +$6.3K ﹤0.01% 340
2013
Q3
$12K Buy
+420
New +$12K ﹤0.01% 309