Carson Wealth (CWM LLC)’s New York Times NYT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.89M | Buy |
69,537
+42,054
| +153% | +$2.35M | 0.01% | 673 |
|
|
2025
Q1 | $1.36M | Sell |
27,483
-8,921
| -25% | -$442K | 0.01% | 997 |
|
|
2024
Q4 | $1.9M | Sell |
36,404
-3,222
| -8% | -$168K | 0.01% | 803 |
|
|
2024
Q3 | $2.21M | Sell |
39,626
-3,775
| -9% | -$210K | 0.01% | 665 |
|
|
2024
Q2 | $2.22M | Sell |
43,401
-8,186
| -16% | -$419K | 0.01% | 622 |
|
|
2024
Q1 | $2.23M | Sell |
51,587
-14,029
| -21% | -$606K | 0.01% | 593 |
|
|
2023
Q4 | $3.22M | Sell |
65,616
-3,839
| -6% | -$188K | 0.02% | 481 |
|
|
2023
Q3 | $2.86M | Sell |
69,455
-3,702
| -5% | -$153K | 0.02% | 465 |
|
|
2023
Q2 | $2.88M | Buy |
73,157
+65,811
| +896% | +$2.59M | 0.02% | 452 |
|
|
2023
Q1 | $286K | Buy |
7,346
+6,686
| +1,013% | +$260K | ﹤0.01% | 1070 |
|
|
2022
Q4 | $21K | Sell |
660
-1,049
| -61% | -$33.4K | ﹤0.01% | 2329 |
|
|
2022
Q3 | $49K | Buy |
1,709
+468
| +38% | +$13.4K | ﹤0.01% | 1662 |
|
|
2022
Q2 | $35K | Buy |
1,241
+1,077
| +657% | +$30.4K | ﹤0.01% | 1798 |
|
|
2022
Q1 | $8K | Buy |
164
+84
| +105% | +$4.1K | ﹤0.01% | 2624 |
|
|
2021
Q4 | $4K | Buy |
+80
| New | +$4K | ﹤0.01% | 2852 |
|
|
2021
Q2 | $7K | Hold |
152
| – | – | ﹤0.01% | 2246 |
|
|
2021
Q1 | $7K | Hold |
152
| – | – | ﹤0.01% | 2246 |
|
|
2020
Q4 | $7K | Hold |
152
| – | – | ﹤0.01% | 2246 |
|
|
2020
Q3 | $7K | Hold |
152
| – | – | ﹤0.01% | 2246 |
|
|
2020
Q2 | $7K | Hold |
152
| – | – | ﹤0.01% | 2246 |
|
|
2020
Q1 | $7K | Hold |
152
| – | – | ﹤0.01% | 2246 |
|
|
2019
Q4 | $7K | Hold |
152
| – | – | ﹤0.01% | 2246 |
|
|
2019
Q3 | $7K | Hold |
152
| – | – | ﹤0.01% | 2246 |
|
|
2019
Q2 | $7K | Hold |
152
| – | – | ﹤0.01% | 2246 |
|
|
2019
Q1 | $7K | Buy |
+152
| New | +$7K | ﹤0.01% | 2246 |
|
|
2016
Q4 | – | Sell |
-530
| Closed | -$6K | – | 1152 |
|
|
2016
Q3 | $6K | Buy |
+530
| New | +$6K | ﹤0.01% | 798 |
|