Carson Wealth (CWM LLC)’s PotlatchDeltic PCH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Buy |
9,734
+4,440
| +84% | +$170K | ﹤0.01% | 1735 |
|
|
2025
Q1 | $239K | Buy |
5,294
+148
| +3% | +$6.68K | ﹤0.01% | 1809 |
|
|
2024
Q4 | $202K | Buy |
5,146
+213
| +4% | +$8.36K | ﹤0.01% | 1816 |
|
|
2024
Q3 | $222K | Buy |
4,933
+96
| +2% | +$4.32K | ﹤0.01% | 1701 |
|
|
2024
Q2 | $191K | Buy |
4,837
+16
| +0.3% | +$632 | ﹤0.01% | 1609 |
|
|
2024
Q1 | $227K | Sell |
4,821
-143
| -3% | -$6.73K | ﹤0.01% | 1451 |
|
|
2023
Q4 | $244K | Buy |
4,964
+119
| +2% | +$5.85K | ﹤0.01% | 1331 |
|
|
2023
Q3 | $220K | Hold |
4,845
| – | – | ﹤0.01% | 1277 |
|
|
2023
Q2 | $256K | Hold |
4,845
| – | – | ﹤0.01% | 1168 |
|
|
2023
Q1 | $240K | Sell |
4,845
-55
| -1% | -$2.72K | ﹤0.01% | 1129 |
|
|
2022
Q4 | $216K | Sell |
4,900
-1
| -0% | -$44 | ﹤0.01% | 1077 |
|
|
2022
Q3 | $201K | Buy |
4,901
+4,811
| +5,346% | +$197K | ﹤0.01% | 1045 |
|
|
2022
Q2 | $4K | Buy |
+90
| New | +$4K | ﹤0.01% | 3109 |
|
|
2021
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 2946 |
|
|
2021
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 2946 |
|
|
2020
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 2946 |
|
|
2020
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 2946 |
|
|
2020
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 2946 |
|
|
2020
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 2946 |
|
|
2019
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 2946 |
|
|
2019
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 2946 |
|
|
2019
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 2946 |
|
|
2019
Q1 | $0 | Sell |
4
-34
| -89% | – | ﹤0.01% | 3155 |
|
|
2018
Q4 | $1K | Buy |
38
+9
| +31% | +$237 | ﹤0.01% | 1956 |
|
|
2018
Q3 | $1K | Sell |
29
-11
| -28% | -$379 | ﹤0.01% | 1716 |
|
|
2018
Q2 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 1402 |
|
|
2018
Q1 | – | Sell |
-65
| Closed | -$3K | – | 1511 |
|
|
2017
Q4 | $3K | Buy |
+65
| New | +$3K | ﹤0.01% | 1213 |
|