Carson Wealth (CWM LLC)’s OneWater Marine ONEW Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2K Buy
116
+30
+35% +$517 ﹤0.01% 4904
2025
Q1
$1K Buy
86
+79
+1,129% +$919 ﹤0.01% 4953
2024
Q4
$0 Sell
7
-31
-82% ﹤0.01% 5083
2024
Q3
$1K Sell
38
-84
-69% -$2.21K ﹤0.01% 4656
2024
Q2
$3K Buy
122
+25
+26% +$615 ﹤0.01% 4101
2024
Q1
$3K Hold
97
﹤0.01% 3866
2023
Q4
$3K Buy
+97
New +$3K ﹤0.01% 3723
2023
Q3
Sell
-51
Closed -$2K 4429
2023
Q2
$2K Sell
51
-29
-36% -$1.14K ﹤0.01% 3820
2023
Q1
$2K Buy
80
+57
+248% +$1.43K ﹤0.01% 3677
2022
Q4
$1K Sell
23
-32
-58% -$1.39K ﹤0.01% 3787
2022
Q3
$2K Hold
55
﹤0.01% 3504
2022
Q2
$2K Sell
55
-46
-46% -$1.67K ﹤0.01% 3373
2022
Q1
$3K Buy
+101
New +$3K ﹤0.01% 3046