Carson Wealth (CWM LLC)’s Ollie's Bargain Outlet OLLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $467K | Buy |
3,541
+31
| +0.9% | +$4.09K | ﹤0.01% | 1627 |
|
|
2025
Q1 | $408K | Sell |
3,510
-322
| -8% | -$37.4K | ﹤0.01% | 1535 |
|
|
2024
Q4 | $420K | Sell |
3,832
-1,750
| -31% | -$192K | ﹤0.01% | 1455 |
|
|
2024
Q3 | $543K | Sell |
5,582
-407
| -7% | -$39.6K | ﹤0.01% | 1288 |
|
|
2024
Q2 | $588K | Buy |
5,989
+2,672
| +81% | +$262K | ﹤0.01% | 1125 |
|
|
2024
Q1 | $264K | Buy |
3,317
+1,576
| +91% | +$125K | ﹤0.01% | 1390 |
|
|
2023
Q4 | $132K | Buy |
1,741
+357
| +26% | +$27.1K | ﹤0.01% | 1602 |
|
|
2023
Q3 | $107K | Buy |
1,384
+511
| +59% | +$39.5K | ﹤0.01% | 1583 |
|
|
2023
Q2 | $51K | Buy |
873
+5
| +0.6% | +$292 | ﹤0.01% | 1971 |
|
|
2023
Q1 | $50K | Sell |
868
-14
| -2% | -$806 | ﹤0.01% | 1876 |
|
|
2022
Q4 | $41K | Buy |
882
+205
| +30% | +$9.53K | ﹤0.01% | 1863 |
|
|
2022
Q3 | $35K | Buy |
677
+62
| +10% | +$3.21K | ﹤0.01% | 1852 |
|
|
2022
Q2 | $36K | Buy |
615
+357
| +138% | +$20.9K | ﹤0.01% | 1782 |
|
|
2022
Q1 | $11K | Buy |
258
+49
| +23% | +$2.09K | ﹤0.01% | 2426 |
|
|
2021
Q4 | $11K | Buy |
+209
| New | +$11K | ﹤0.01% | 2304 |
|
|
2019
Q1 | – | Sell |
-13
| Closed | -$1K | – | 3146 |
|
|
2018
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 1948 |
|
|
2018
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 1712 |
|
|
2018
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 1557 |
|
|
2018
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 1303 |
|
|
2017
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 1378 |
|
|
2017
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 1396 |
|
|
2017
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 1114 |
|
|
2017
Q1 | $0 | Buy |
+13
| New | – | ﹤0.01% | 1268 |
|