Carson Wealth (CWM LLC)’s Office Properties Income Trust OPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-815
| Closed | – | – | 5556 |
|
|
2025
Q3 | $0 | Hold |
815
| – | – | ﹤0.01% | 5459 |
|
|
2025
Q2 | $0 | Hold |
815
| – | – | ﹤0.01% | 5249 |
|
|
2025
Q1 | $0 | Hold |
815
| – | – | ﹤0.01% | 5155 |
|
|
2024
Q4 | $1K | Sell |
815
-100
| -11% | -$154 | ﹤0.01% | 4765 |
|
|
2024
Q3 | $2K | Sell |
915
-1,012
| -53% | -$2.3K | ﹤0.01% | 4440 |
|
|
2024
Q2 | $4K | Buy |
1,927
+643
| +50% | +$1.4K | ﹤0.01% | 3986 |
|
|
2024
Q1 | $3K | Sell |
1,284
-3,040
| -70% | -$10.4K | ﹤0.01% | 3869 |
|
|
2023
Q4 | $32K | Buy |
4,324
+2,961
| +217% | +$15.7K | ﹤0.01% | 2475 |
|
|
2023
Q3 | $6K | Sell |
1,363
-6,537
| -83% | -$45.4K | ﹤0.01% | 3390 |
|
|
2023
Q2 | $61K | Buy |
7,900
+4,808
| +155% | +$36.4K | ﹤0.01% | 1845 |
|
|
2023
Q1 | $38K | Buy |
3,092
+249
| +9% | +$3.82K | ﹤0.01% | 2058 |
|
|
2022
Q4 | $38K | Buy |
2,843
+838
| +42% | +$12.1K | ﹤0.01% | 1915 |
|
|
2022
Q3 | $28K | Buy |
2,005
+501
| +33% | +$9.41K | ﹤0.01% | 2009 |
|
|
2022
Q2 | $30K | Buy |
1,504
+120
| +9% | +$2.6K | ﹤0.01% | 1889 |
|
|
2022
Q1 | $36K | Buy |
1,384
+387
| +39% | +$9.84K | ﹤0.01% | 1766 |
|
|
2021
Q4 | $25K | Buy |
+997
| New | +$25.6K | ﹤0.01% | 1873 |
|
|
2021
Q2 | $24K | Hold |
815
| – | – | ﹤0.01% | 1714 |
|
|
2021
Q1 | $24K | Hold |
815
| – | – | ﹤0.01% | 1714 |
|
|
2020
Q4 | $24K | Hold |
815
| – | – | ﹤0.01% | 1714 |
|
|
2020
Q3 | $24K | Hold |
815
| – | – | ﹤0.01% | 1714 |
|
|
2020
Q2 | $24K | Hold |
815
| – | – | ﹤0.01% | 1714 |
|
|
2020
Q1 | $24K | Hold |
815
| – | – | ﹤0.01% | 1714 |
|
|
2019
Q4 | $24K | Hold |
815
| – | – | ﹤0.01% | 1714 |
|
|
2019
Q3 | $24K | Hold |
815
| – | – | ﹤0.01% | 1714 |
|
|
2019
Q2 | $24K | Hold |
815
| – | – | ﹤0.01% | 1714 |
|
|
2019
Q1 | $24K | Buy |
+815
| New | +$24.7K | ﹤0.01% | 1713 |
|
Other funds holding OPI
CW
XT
Carson Wealth (CWM LLC)'s OPI Position: Q4 2025 in Review
Carson Wealth (CWM LLC) sold out of Office Properties Income Trust (OPI) in Q4 2025, closing a stake of 815 shares.
Carson Wealth (CWM LLC) first reported a position in OPI in Q1 2019 and held it in 26 quarters. The position peaked at $61K in Q2 2023. 5 funds tracked by Wall St. Rank hold OPI as of Q4 2025.
- Carson Wealth (CWM LLC) reported no remaining Office Properties Income Trust position as of Q4 2025 after selling out during the quarter.
- Carson Wealth (CWM LLC) sold 815 Office Properties Income Trust shares in Q4 2025.
- Carson Wealth (CWM LLC) first reported a position in Office Properties Income Trust in Q1 2019 and held it in 26 quarters.
- Carson Wealth (CWM LLC)'s Office Properties Income Trust position peaked at $61K in Q2 2023.
- 5 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q4 2025.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.