Carson Wealth (CWM LLC)’s PAR Technology PAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21K | Buy |
309
+11
| +4% | +$748 | ﹤0.01% | 3878 |
|
|
2025
Q1 | $18K | Buy |
298
+47
| +19% | +$2.84K | ﹤0.01% | 3756 |
|
|
2024
Q4 | $18K | Buy |
251
+21
| +9% | +$1.51K | ﹤0.01% | 3518 |
|
|
2024
Q3 | $12K | Buy |
230
+41
| +22% | +$2.14K | ﹤0.01% | 3684 |
|
|
2024
Q2 | $9K | Buy |
189
+35
| +23% | +$1.67K | ﹤0.01% | 3617 |
|
|
2024
Q1 | $7K | Buy |
154
+4
| +3% | +$182 | ﹤0.01% | 3523 |
|
|
2023
Q4 | $7K | Buy |
150
+62
| +70% | +$2.89K | ﹤0.01% | 3356 |
|
|
2023
Q3 | $3K | Hold |
88
| – | – | ﹤0.01% | 3691 |
|
|
2023
Q2 | $3K | Hold |
88
| – | – | ﹤0.01% | 3670 |
|
|
2023
Q1 | $3K | Hold |
88
| – | – | ﹤0.01% | 3542 |
|
|
2022
Q4 | $2K | Buy |
+88
| New | +$2K | ﹤0.01% | 3602 |
|
|
2022
Q2 | – | Sell |
-159
| Closed | -$6K | – | 3997 |
|
|
2022
Q1 | $6K | Sell |
159
-1,104
| -87% | -$41.7K | ﹤0.01% | 2765 |
|
|
2021
Q4 | $67K | Buy |
+1,263
| New | +$67K | ﹤0.01% | 1459 |
|
|
2021
Q2 | $88K | Hold |
1,263
| – | – | ﹤0.01% | 1181 |
|
|
2021
Q1 | $88K | Hold |
1,263
| – | – | ﹤0.01% | 1181 |
|
|
2020
Q4 | $88K | Hold |
1,263
| – | – | ﹤0.01% | 1181 |
|
|
2020
Q3 | $88K | Hold |
1,263
| – | – | ﹤0.01% | 1181 |
|
|
2020
Q2 | $88K | Hold |
1,263
| – | – | ﹤0.01% | 1181 |
|
|
2020
Q1 | $88K | Hold |
1,263
| – | – | ﹤0.01% | 1181 |
|
|
2019
Q4 | $88K | Hold |
1,263
| – | – | ﹤0.01% | 1181 |
|
|
2019
Q3 | $88K | Hold |
1,263
| – | – | ﹤0.01% | 1181 |
|
|
2019
Q2 | $88K | Hold |
1,263
| – | – | ﹤0.01% | 1181 |
|
|
2019
Q1 | $88K | Buy |
+1,263
| New | +$88K | ﹤0.01% | 1181 |
|