Carson Wealth (CWM LLC)’s Openlane OPLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $304K | Sell |
10,418
-334
| -3% | -$9.64K | ﹤0.01% | 2369 |
|
|
2025
Q4 | $320K | Buy |
10,752
+438
| +4% | +$11.8K | ﹤0.01% | 2217 |
|
|
2025
Q3 | $297K | Buy |
10,314
+5,558
| +117% | +$151K | ﹤0.01% | 2147 |
|
|
2025
Q2 | $116K | Buy |
4,756
+558
| +13% | +$11.8K | ﹤0.01% | 2588 |
|
|
2025
Q1 | $81K | Buy |
4,198
+1,077
| +35% | +$22.2K | ﹤0.01% | 2594 |
|
|
2024
Q4 | $62K | Buy |
3,121
+1,365
| +78% | +$25.2K | ﹤0.01% | 2632 |
|
|
2024
Q3 | $30K | Buy |
1,756
+1,383
| +371% | +$23.7K | ﹤0.01% | 3094 |
|
|
2024
Q2 | $6K | Buy |
373
+339
| +997% | +$5.81K | ﹤0.01% | 3785 |
|
|
2024
Q1 | $1K | Buy |
34
+13
| +62% | +$195 | ﹤0.01% | 4156 |
|
|
2023
Q4 | $0 | Sell |
21
-195
| -90% | -$2.83K | ﹤0.01% | 4331 |
|
|
2023
Q3 | $3K | Hold |
216
| – | – | ﹤0.01% | 3677 |
|
|
2023
Q2 | $3K | Buy |
216
+53
| +33% | +$772 | ﹤0.01% | 3652 |
|
|
2023
Q1 | $2K | Sell |
163
-155
| -49% | -$2.15K | ﹤0.01% | 3664 |
|
|
2022
Q4 | $4K | Buy |
318
+156
| +96% | +$2.09K | ﹤0.01% | 3301 |
|
|
2022
Q3 | $2K | Sell |
162
-467
| -74% | -$7.01K | ﹤0.01% | 3481 |
|
|
2022
Q2 | $9K | Buy |
629
+400
| +175% | +$6.27K | ﹤0.01% | 2642 |
|
|
2022
Q1 | $4K | Buy |
229
+67
| +41% | +$1.07K | ﹤0.01% | 2937 |
|
|
2021
Q4 | $3K | Buy |
+162
| New | +$2.48K | ﹤0.01% | 2991 |
|
|
2021
Q2 | $8K | Hold |
454
| – | – | ﹤0.01% | 2191 |
|
|
2021
Q1 | $8K | Hold |
454
| – | – | ﹤0.01% | 2191 |
|
|
2020
Q4 | $8K | Hold |
454
| – | – | ﹤0.01% | 2191 |
|
|
2020
Q3 | $8K | Hold |
454
| – | – | ﹤0.01% | 2191 |
|
|
2020
Q2 | $8K | Hold |
454
| – | – | ﹤0.01% | 2190 |
|
|
2020
Q1 | $8K | Hold |
454
| – | – | ﹤0.01% | 2190 |
|
|
2019
Q4 | $8K | Hold |
454
| – | – | ﹤0.01% | 2190 |
|
|
2019
Q3 | $8K | Hold |
454
| – | – | ﹤0.01% | 2190 |
|
|
2019
Q2 | $8K | Sell |
454
-745
| -62% | -$16K | ﹤0.01% | 2190 |
|
|
2019
Q1 | $8K | Buy |
1,199
+1,151
| +2,398% | +$21.7K | ﹤0.01% | 2190 |
|
|
2018
Q4 | $1K | Sell |
48
-60
| -56% | -$1.24K | ﹤0.01% | 1920 |
|
|
2018
Q3 | $2K | Buy |
108
+26
| +32% | +$600 | ﹤0.01% | 1533 |
|
|
2018
Q2 | $2K | Hold |
82
| – | – | ﹤0.01% | 1389 |
|
|
2018
Q1 | $2K | Buy |
+82
| New | +$1.65K | ﹤0.01% | 1184 |
|
|
2017
Q4 | – | Sell |
-460
| Closed | -$8K | – | 1516 |
|
|
2017
Q3 | $8K | Buy |
+460
| New | +$7.59K | ﹤0.01% | 944 |
|
Other funds holding OPLN
VPM
HRCM
VCM
Carson Wealth (CWM LLC)'s OPLN Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Openlane (OPLN) stake by 3.1% in Q1 2026, selling an estimated $9.64K and leaving 10,418 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #2369.
Carson Wealth (CWM LLC) first reported a position in OPLN in Q3 2017 and has held it in 33 quarters since. The position peaked at $320K in Q4 2025. 299 funds tracked by Wall St. Rank hold OPLN as of Q1 2026.
- Carson Wealth (CWM LLC) held 10,418 shares of Openlane worth $304K as of Q1 2026.
- Carson Wealth (CWM LLC) sold 334 Openlane shares in Q1 2026, an estimated $9.64K.
- Openlane made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2369 holding.
- Carson Wealth (CWM LLC) first reported a position in Openlane in Q3 2017 and has held it in 33 quarters since.
- Carson Wealth (CWM LLC)'s Openlane position peaked at $320K in Q4 2025.
- 299 funds tracked by Wall St. Rank held Openlane as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.