Carson Wealth (CWM LLC)’s PDF Solutions PDFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39K | Buy |
1,835
+891
| +94% | +$18.9K | ﹤0.01% | 3466 |
|
|
2025
Q1 | $18K | Buy |
944
+432
| +84% | +$8.24K | ﹤0.01% | 3760 |
|
|
2024
Q4 | $14K | Sell |
512
-96
| -16% | -$2.63K | ﹤0.01% | 3682 |
|
|
2024
Q3 | $19K | Buy |
608
+158
| +35% | +$4.94K | ﹤0.01% | 3393 |
|
|
2024
Q2 | $16K | Buy |
450
+158
| +54% | +$5.62K | ﹤0.01% | 3269 |
|
|
2024
Q1 | $10K | Sell |
292
-107
| -27% | -$3.66K | ﹤0.01% | 3344 |
|
|
2023
Q4 | $13K | Buy |
399
+42
| +12% | +$1.37K | ﹤0.01% | 3038 |
|
|
2023
Q3 | $12K | Sell |
357
-27
| -7% | -$908 | ﹤0.01% | 3049 |
|
|
2023
Q2 | $17K | Buy |
384
+31
| +9% | +$1.37K | ﹤0.01% | 2751 |
|
|
2023
Q1 | $15K | Hold |
353
| – | – | ﹤0.01% | 2703 |
|
|
2022
Q4 | $10K | Sell |
353
-23
| -6% | -$652 | ﹤0.01% | 2805 |
|
|
2022
Q3 | $9K | Buy |
376
+156
| +71% | +$3.73K | ﹤0.01% | 2763 |
|
|
2022
Q2 | $5K | Buy |
+220
| New | +$5K | ﹤0.01% | 2995 |
|