Carson Wealth (CWM LLC)’s PennyMac Financial PFSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $99K | Buy |
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|
2025
Q3 | $69K | Buy |
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|
2025
Q2 | $29K | Buy |
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|
2025
Q1 | $27K | Buy |
|
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|
2024
Q4 | $16K | Buy |
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|
2024
Q3 | $14K | Sell |
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|
2024
Q2 | $18K | Buy |
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|
2024
Q1 | $13K | Sell |
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|
2023
Q4 | $13K | Buy |
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|
2023
Q3 | $10K | Hold |
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|
2023
Q2 | $10K | Hold |
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|
2023
Q1 | $9K | Hold |
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|
2022
Q4 | $8K | Hold |
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|
2022
Q3 | $6K | Hold |
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|
2022
Q2 | $6K | Buy |
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|
2022
Q1 | $0 | Buy |
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