Carson Wealth (CWM LLC)’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.3M | Buy |
42,173
+779
| +2% | +$48.8K | 0.01% | 1142 |
|
|
2025
Q4 | $2.62M | Sell |
41,394
-498
| -1% | -$32.8K | 0.01% | 1042 |
|
|
2025
Q3 | $2.44M | Buy |
41,892
+846
| +2% | +$45.6K | 0.01% | 1007 |
|
|
2025
Q2 | $1.67M | Buy |
41,046
+27,892
| +212% | +$1.05M | 0.01% | 1014 |
|
|
2025
Q1 | $539K | Buy |
13,154
+8,741
| +198% | +$416K | ﹤0.01% | 1416 |
|
|
2024
Q4 | $254K | Buy |
4,413
+1,016
| +30% | +$70.7K | ﹤0.01% | 1687 |
|
|
2024
Q3 | $283K | Buy |
3,397
+1,371
| +68% | +$111K | ﹤0.01% | 1568 |
|
|
2024
Q2 | $159K | Sell |
2,026
-116
| -5% | -$9.83K | ﹤0.01% | 1713 |
|
|
2024
Q1 | $214K | Sell |
2,142
-191
| -8% | -$17.5K | ﹤0.01% | 1489 |
|
|
2023
Q4 | $221K | Buy |
2,333
+1,219
| +109% | +$112K | ﹤0.01% | 1384 |
|
|
2023
Q3 | $116K | Sell |
1,114
-15
| -1% | -$1.78K | ﹤0.01% | 1549 |
|
|
2023
Q2 | $137K | Buy |
1,129
+189
| +20% | +$20.9K | ﹤0.01% | 1407 |
|
|
2023
Q1 | $104K | Sell |
940
-96
| -9% | -$10.6K | ﹤0.01% | 1476 |
|
|
2022
Q4 | $105K | Buy |
1,036
+193
| +23% | +$20.1K | ﹤0.01% | 1361 |
|
|
2022
Q3 | $81K | Buy |
843
+41
| +5% | +$4.6K | ﹤0.01% | 1432 |
|
|
2022
Q2 | $80K | Buy |
802
+109
| +16% | +$11.3K | ﹤0.01% | 1409 |
|
|
2022
Q1 | $73K | Buy |
693
+42
| +6% | +$4.79K | ﹤0.01% | 1450 |
|
|
2021
Q4 | $72K | Buy |
+651
| New | +$76.7K | ﹤0.01% | 1432 |
|
|
2021
Q2 | $99K | Hold |
722
| – | – | ﹤0.01% | 1143 |
|
|
2021
Q1 | $99K | Hold |
722
| – | – | ﹤0.01% | 1143 |
|
|
2020
Q4 | $99K | Hold |
722
| – | – | ﹤0.01% | 1143 |
|
|
2020
Q3 | $99K | Hold |
722
| – | – | ﹤0.01% | 1143 |
|
|
2020
Q2 | $99K | Hold |
722
| – | – | ﹤0.01% | 1143 |
|
|
2020
Q1 | $99K | Hold |
722
| – | – | ﹤0.01% | 1143 |
|
|
2019
Q4 | $99K | Hold |
722
| – | – | ﹤0.01% | 1143 |
|
|
2019
Q3 | $99K | Hold |
722
| – | – | ﹤0.01% | 1143 |
|
|
2019
Q2 | $99K | Hold |
722
| – | – | ﹤0.01% | 1143 |
|
|
2019
Q1 | $99K | Buy |
722
+211
| +41% | +$17.9K | ﹤0.01% | 1143 |
|
|
2018
Q4 | $39K | Buy |
511
+207
| +68% | +$18.6K | ﹤0.01% | 941 |
|
|
2018
Q3 | $31K | Buy |
304
+254
| +508% | +$28.4K | ﹤0.01% | 853 |
|
|
2018
Q2 | $6K | Buy |
+50
| New | +$5.85K | ﹤0.01% | 1154 |
|
|
2017
Q4 | – | Sell |
-40
| Closed | -$4K | – | 1547 |
|
|
2017
Q3 | $4K | Buy |
40
+25
| +167% | +$2.37K | ﹤0.01% | 1150 |
|
|
2017
Q2 | $1K | Buy |
+15
| New | +$1.29K | ﹤0.01% | 1121 |
|
|
2016
Q4 | – | Sell |
-404
| Closed | -$31K | – | 1161 |
|
|
2016
Q3 | $31K | Buy |
404
+102
| +34% | +$8.86K | ﹤0.01% | 495 |
|
|
2016
Q2 | $25K | Buy |
302
+1
| +0.3% | +$89 | ﹤0.01% | 447 |
|
|
2016
Q1 | $30K | Buy |
301
+2
| +0.7% | +$173 | ﹤0.01% | 400 |
|
|
2015
Q4 | $26K | Buy |
299
+1
| +0.3% | +$106 | ﹤0.01% | 373 |
|
|
2015
Q3 | $36K | Buy |
+298
| New | +$40.4K | ﹤0.01% | 314 |
|
|
2014
Q1 | – | Sell |
-255
| Closed | -$37K | – | 401 |
|
|
2013
Q4 | $37K | Buy |
+255
| New | +$34.1K | 0.01% | 299 |
|
Other funds holding PII
VPM
VCM
