Carson Wealth (CWM LLC)’s Patria Investments PAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $106K | Buy |
7,516
+2,417
| +47% | +$34.1K | ﹤0.01% | 2660 |
|
|
2025
Q1 | $58K | Buy |
5,099
+2,345
| +85% | +$26.7K | ﹤0.01% | 2851 |
|
|
2024
Q4 | $32K | Buy |
2,754
+586
| +27% | +$6.81K | ﹤0.01% | 3128 |
|
|
2024
Q3 | $24K | Buy |
2,168
+1,842
| +565% | +$20.4K | ﹤0.01% | 3246 |
|
|
2024
Q2 | $4K | Sell |
326
-121
| -27% | -$1.49K | ﹤0.01% | 3986 |
|
|
2024
Q1 | $7K | Buy |
447
+66
| +17% | +$1.03K | ﹤0.01% | 3524 |
|
|
2023
Q4 | $6K | Buy |
381
+371
| +3,710% | +$5.84K | ﹤0.01% | 3447 |
|
|
2023
Q3 | $0 | Buy |
+10
| New | – | ﹤0.01% | 4442 |
|