Carson Wealth (CWM LLC)’s PotlatchDeltic PCH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $414K | Buy |
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|
2025
Q2 | $373K | Buy |
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|
2025
Q1 | $239K | Buy |
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|
2024
Q4 | $202K | Buy |
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|
2024
Q3 | $222K | Buy |
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|
2024
Q2 | $191K | Buy |
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|
2024
Q1 | $227K | Sell |
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|
2023
Q4 | $244K | Buy |
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|
2023
Q3 | $220K | Hold |
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|
2023
Q2 | $256K | Hold |
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|
2023
Q1 | $240K | Sell |
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|
2022
Q4 | $216K | Sell |
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|
2022
Q3 | $201K | Buy |
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|
2022
Q2 | $4K | Buy |
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|
2021
Q2 | $0 | Hold |
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|
2021
Q1 | $0 | Hold |
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|
2020
Q4 | $0 | Hold |
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|
2020
Q3 | $0 | Hold |
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|
2020
Q2 | $0 | Hold |
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|
2020
Q1 | $0 | Hold |
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|
2019
Q4 | $0 | Hold |
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|
2019
Q3 | $0 | Hold |
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|
2019
Q2 | $0 | Hold |
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|
2019
Q1 | $0 | Sell |
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|
2018
Q4 | $1K | Buy |
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|
2018
Q3 | $1K | Sell |
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|
2018
Q2 | $2K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $3K | Buy |
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