Carson Wealth (CWM LLC)
OSG

Carson Wealth (CWM LLC)’s Overseas Shipholding Group Inc. OSG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio OSG Stock Details OSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-784
Closed -$7K – 5287
2024
Q2 		$7K Buy
784
+526
+204% +$3.81K ﹤0.01% 3744
2024
Q1 		$2K Buy
+258
New +$1.54K ﹤0.01% 4053
2023
Q4 		– Sell
-172
Closed -$1K – 4610
2023
Q3 		$1K Hold
172
– – ﹤0.01% 4125
2023
Q2 		$1K Buy
+172
New +$665 ﹤0.01% 4122

Other funds holding OSG

EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return

Carson Wealth (CWM LLC)'s OSG Position: Q3 2024 in Review

Carson Wealth (CWM LLC) sold out of Overseas Shipholding Group Inc. (OSG) in Q3 2024, closing a stake of 784 shares — an estimated $7K sold.

Carson Wealth (CWM LLC) first reported a position in OSG in Q2 2023 and held it in 4 quarters. The position peaked at $7K in Q2 2024. 1 fund tracked by Wall St. Rank holds OSG as of Q3 2024.

  • Carson Wealth (CWM LLC) reported no remaining Overseas Shipholding Group Inc. position as of Q3 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 784 Overseas Shipholding Group Inc. shares in Q3 2024, an estimated $7K.
  • Carson Wealth (CWM LLC) first reported a position in Overseas Shipholding Group Inc. in Q2 2023 and held it in 4 quarters.
  • Carson Wealth (CWM LLC)'s Overseas Shipholding Group Inc. position peaked at $7K in Q2 2024.
  • 1 fund tracked by Wall St. Rank held Overseas Shipholding Group Inc. as of Q3 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2024, filed 8 Oct 2024.