Carson Wealth (CWM LLC)’s National Western Life Group, Inc. Class A NWLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8
| Closed | -$4K | – | 5288 |
|
|
2024
Q2 | $4K | Buy |
8
+1
| +14% | +$491 | ﹤0.01% | 4024 |
|
|
2024
Q1 | $3K | Buy |
+7
| New | +$3.4K | ﹤0.01% | 3913 |
|
|
2023
Q3 | – | Sell |
-98
| Closed | -$41K | – | 4611 |
|
|
2023
Q2 | $41K | Hold |
98
| – | – | ﹤0.01% | 2128 |
|
|
2023
Q1 | $24K | Hold |
98
| – | – | ﹤0.01% | 2387 |
|
|
2022
Q4 | $28K | Hold |
98
| – | – | ﹤0.01% | 2138 |
|
|
2022
Q3 | $17K | Hold |
98
| – | – | ﹤0.01% | 2354 |
|
|
2022
Q2 | $20K | Hold |
98
| – | – | ﹤0.01% | 2136 |
|
|
2022
Q1 | $21K | Hold |
98
| – | – | ﹤0.01% | 2073 |
|
|
2021
Q4 | $21K | Buy |
+98
| New | +$21.3K | ﹤0.01% | 1977 |
|
|
2021
Q2 | $22K | Hold |
98
| – | – | ﹤0.01% | 1765 |
|
|
2021
Q1 | $22K | Hold |
98
| – | – | ﹤0.01% | 1765 |
|
|
2020
Q4 | $22K | Hold |
98
| – | – | ﹤0.01% | 1765 |
|
|
2020
Q3 | $22K | Hold |
98
| – | – | ﹤0.01% | 1765 |
|
|
2020
Q2 | $22K | Hold |
98
| – | – | ﹤0.01% | 1765 |
|
|
2020
Q1 | $22K | Hold |
98
| – | – | ﹤0.01% | 1764 |
|
|
2019
Q4 | $22K | Hold |
98
| – | – | ﹤0.01% | 1764 |
|
|
2019
Q3 | $22K | Hold |
98
| – | – | ﹤0.01% | 1764 |
|
|
2019
Q2 | $22K | Hold |
98
| – | – | ﹤0.01% | 1764 |
|
|
2019
Q1 | $22K | Buy |
+98
| New | +$28.7K | ﹤0.01% | 1764 |
|
Other funds holding NWLI
Carson Wealth (CWM LLC)'s NWLI Position: Q3 2024 in Review
Carson Wealth (CWM LLC) sold out of National Western Life Group, Inc. Class A (NWLI) in Q3 2024, closing a stake of 8 shares — an estimated $4K sold.
Carson Wealth (CWM LLC) first reported a position in NWLI in Q1 2019 and held it in 19 quarters. The position peaked at $41K in Q2 2023. 1 fund tracked by Wall St. Rank holds NWLI as of Q3 2024.
- Carson Wealth (CWM LLC) reported no remaining National Western Life Group, Inc. Class A position as of Q3 2024 after selling out during the quarter.
- Carson Wealth (CWM LLC) sold 8 National Western Life Group, Inc. Class A shares in Q3 2024, an estimated $4K.
- Carson Wealth (CWM LLC) first reported a position in National Western Life Group, Inc. Class A in Q1 2019 and held it in 19 quarters.
- Carson Wealth (CWM LLC)'s National Western Life Group, Inc. Class A position peaked at $41K in Q2 2023.
- 1 fund tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q3 2024.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2024, filed 8 Oct 2024.