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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-11,529
| Closed | -$459K | – | 5763 |
|
|
2025
Q4 | $459K | Buy |
11,529
+1,374
| +14% | +$55.6K | ﹤0.01% | 1979 |
|
|
2025
Q3 | $414K | Buy |
10,155
+421
| +4% | +$17.4K | ﹤0.01% | 1906 |
|
|
2025
Q2 | $373K | Buy |
9,734
+4,440
| +84% | +$174K | ﹤0.01% | 1737 |
|
|
2025
Q1 | $239K | Buy |
5,294
+148
| +3% | +$6.5K | ﹤0.01% | 1811 |
|
|
2024
Q4 | $202K | Buy |
5,146
+213
| +4% | +$9.03K | ﹤0.01% | 1818 |
|
|
2024
Q3 | $222K | Buy |
4,933
+96
| +2% | +$4.07K | ﹤0.01% | 1702 |
|
|
2024
Q2 | $191K | Buy |
4,837
+16
| +0.3% | +$678 | ﹤0.01% | 1611 |
|
|
2024
Q1 | $227K | Sell |
4,821
-143
| -3% | -$6.58K | ﹤0.01% | 1452 |
|
|
2023
Q4 | $244K | Buy |
4,964
+119
| +2% | +$5.45K | ﹤0.01% | 1333 |
|
|
2023
Q3 | $220K | Hold |
4,845
| – | – | ﹤0.01% | 1278 |
|
|
2023
Q2 | $256K | Hold |
4,845
| – | – | ﹤0.01% | 1170 |
|
|
2023
Q1 | $240K | Sell |
4,845
-55
| -1% | -$2.58K | ﹤0.01% | 1131 |
|
|
2022
Q4 | $216K | Sell |
4,900
-1
| -0% | -$45 | ﹤0.01% | 1079 |
|
|
2022
Q3 | $201K | Buy |
4,901
+4,811
| +5,346% | +$221K | ﹤0.01% | 1047 |
|
|
2022
Q2 | $4K | Buy |
+90
| New | +$4.64K | ﹤0.01% | 3115 |
|
|
2021
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 2986 |
|
|
2021
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 2986 |
|
|
2020
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 2984 |
|
|
2020
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 2983 |
|
|
2020
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 2983 |
|
|
2020
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 2983 |
|
|
2019
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 2982 |
|
|
2019
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 2982 |
|
|
2019
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 2982 |
|
|
2019
Q1 | $0 | Sell |
4
-34
| -89% | -$1.21K | ﹤0.01% | 3192 |
|
|
2018
Q4 | $1K | Buy |
38
+9
| +31% | +$321 | ﹤0.01% | 1962 |
|
|
2018
Q3 | $1K | Sell |
29
-11
| -28% | -$520 | ﹤0.01% | 1720 |
|
|
2018
Q2 | $2K | Buy |
+40
| New | +$2.03K | ﹤0.01% | 1406 |
|
|
2018
Q1 | – | Sell |
-65
| Closed | -$3K | – | 1512 |
|
|
2017
Q4 | $3K | Buy |
+65
| New | +$3.35K | ﹤0.01% | 1214 |
|
Other funds holding PCH
Carson Wealth (CWM LLC)'s PCH Position: Q1 2026 in Review
Carson Wealth (CWM LLC) sold out of PotlatchDeltic (PCH) in Q1 2026, closing a stake of 11,529 shares — an estimated $459K sold.
Carson Wealth (CWM LLC) first reported a position in PCH in Q4 2017 and held it in 29 quarters. The position peaked at $459K in Q4 2025. 2 funds tracked by Wall St. Rank hold PCH as of Q1 2026.
- Carson Wealth (CWM LLC) reported no remaining PotlatchDeltic position as of Q1 2026 after selling out during the quarter.
- Carson Wealth (CWM LLC) sold 11,529 PotlatchDeltic shares in Q1 2026, an estimated $459K.
- Carson Wealth (CWM LLC) first reported a position in PotlatchDeltic in Q4 2017 and held it in 29 quarters.
- Carson Wealth (CWM LLC)'s PotlatchDeltic position peaked at $459K in Q4 2025.
- 2 funds tracked by Wall St. Rank held PotlatchDeltic as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.