Carson Wealth (CWM LLC)’s Olo Inc OLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $106K | Buy |
11,907
+1,591
| +15% | +$14.2K | ﹤0.01% | 2659 |
|
|
2025
Q1 | $62K | Buy |
10,316
+380
| +4% | +$2.28K | ﹤0.01% | 2793 |
|
|
2024
Q4 | $76K | Buy |
9,936
+2,224
| +29% | +$17K | ﹤0.01% | 2472 |
|
|
2024
Q3 | $38K | Buy |
7,712
+4,787
| +164% | +$23.6K | ﹤0.01% | 2907 |
|
|
2024
Q2 | $13K | Buy |
2,925
+2,458
| +526% | +$10.9K | ﹤0.01% | 3397 |
|
|
2024
Q1 | $3K | Buy |
+467
| New | +$3K | ﹤0.01% | 3865 |
|
|
2022
Q4 | – | Sell |
-135
| Closed | -$1K | – | 4154 |
|
|
2022
Q3 | $1K | Buy |
+135
| New | +$1K | ﹤0.01% | 3702 |
|