Carson Wealth (CWM LLC)’s PennyMac Financial PFSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29K | Buy |
288
+17
| +6% | +$1.71K | ﹤0.01% | 3675 |
|
|
2025
Q1 | $27K | Buy |
271
+113
| +72% | +$11.3K | ﹤0.01% | 3467 |
|
|
2024
Q4 | $16K | Buy |
158
+32
| +25% | +$3.24K | ﹤0.01% | 3594 |
|
|
2024
Q3 | $14K | Sell |
126
-66
| -34% | -$7.33K | ﹤0.01% | 3591 |
|
|
2024
Q2 | $18K | Buy |
192
+46
| +32% | +$4.31K | ﹤0.01% | 3187 |
|
|
2024
Q1 | $13K | Sell |
146
-3
| -2% | -$267 | ﹤0.01% | 3192 |
|
|
2023
Q4 | $13K | Buy |
149
+6
| +4% | +$523 | ﹤0.01% | 3039 |
|
|
2023
Q3 | $10K | Hold |
143
| – | – | ﹤0.01% | 3141 |
|
|
2023
Q2 | $10K | Hold |
143
| – | – | ﹤0.01% | 3094 |
|
|
2023
Q1 | $9K | Hold |
143
| – | – | ﹤0.01% | 3026 |
|
|
2022
Q4 | $8K | Hold |
143
| – | – | ﹤0.01% | 2947 |
|
|
2022
Q3 | $6K | Hold |
143
| – | – | ﹤0.01% | 2989 |
|
|
2022
Q2 | $6K | Buy |
143
+140
| +4,667% | +$5.87K | ﹤0.01% | 2901 |
|
|
2022
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 3766 |
|