Carson Wealth (CWM LLC)’s PagerDuty PD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Buy |
18,086
+7,949
| +78% | +$121K | ﹤0.01% | 1926 |
|
|
2025
Q1 | $185K | Buy |
10,137
+515
| +5% | +$9.4K | ﹤0.01% | 1974 |
|
|
2024
Q4 | $176K | Sell |
9,622
-2,686
| -22% | -$49.1K | ﹤0.01% | 1907 |
|
|
2024
Q3 | $228K | Sell |
12,308
-674
| -5% | -$12.5K | ﹤0.01% | 1689 |
|
|
2024
Q2 | $298K | Buy |
12,982
+868
| +7% | +$19.9K | ﹤0.01% | 1401 |
|
|
2024
Q1 | $275K | Sell |
12,114
-316
| -3% | -$7.17K | ﹤0.01% | 1373 |
|
|
2023
Q4 | $288K | Sell |
12,430
-1,510
| -11% | -$35K | ﹤0.01% | 1268 |
|
|
2023
Q3 | $314K | Sell |
13,940
-91,566
| -87% | -$2.06M | ﹤0.01% | 1140 |
|
|
2023
Q2 | $2.37M | Sell |
105,506
-2,879
| -3% | -$64.7K | 0.01% | 482 |
|
|
2023
Q1 | $3.79M | Sell |
108,385
-55,421
| -34% | -$1.94M | 0.03% | 375 |
|
|
2022
Q4 | $4.35M | Sell |
163,806
-28,139
| -15% | -$747K | 0.03% | 324 |
|
|
2022
Q3 | $4.43M | Sell |
191,945
-6,786
| -3% | -$157K | 0.04% | 302 |
|
|
2022
Q2 | $4.93M | Sell |
198,731
-28,830
| -13% | -$714K | 0.04% | 292 |
|
|
2022
Q1 | $7.78M | Sell |
227,561
-105,999
| -32% | -$3.62M | 0.06% | 240 |
|
|
2021
Q4 | $11.6M | Buy |
+333,560
| New | +$11.6M | 0.08% | 199 |
|
|
2021
Q2 | $9M | Hold |
211,297
| – | – | 0.07% | 207 |
|
|
2021
Q1 | $9M | Hold |
211,297
| – | – | 0.07% | 207 |
|
|
2020
Q4 | $9M | Hold |
211,297
| – | – | 0.07% | 207 |
|
|
2020
Q3 | $9M | Hold |
211,297
| – | – | 0.07% | 207 |
|
|
2020
Q2 | $9M | Hold |
211,297
| – | – | 0.07% | 207 |
|
|
2020
Q1 | $9M | Hold |
211,297
| – | – | 0.07% | 207 |
|
|
2019
Q4 | $9M | Hold |
211,297
| – | – | 0.07% | 207 |
|
|
2019
Q3 | $9M | Hold |
211,297
| – | – | 0.07% | 207 |
|
|
2019
Q2 | $9M | Hold |
211,297
| – | – | 0.07% | 207 |
|
|
2019
Q1 | $9M | Buy |
+211,297
| New | +$9M | 0.07% | 207 |
|