Carson Wealth (CWM LLC)’s Premier PINC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $796K | Sell |
36,287
-1,980
| -5% | -$43.4K | ﹤0.01% | 1372 |
|
|
2025
Q1 | $738K | Sell |
38,267
-3,398
| -8% | -$65.5K | ﹤0.01% | 1299 |
|
|
2024
Q4 | $883K | Sell |
41,665
-3,374
| -7% | -$71.5K | ﹤0.01% | 1147 |
|
|
2024
Q3 | $901K | Buy |
45,039
+4,185
| +10% | +$83.7K | ﹤0.01% | 1100 |
|
|
2024
Q2 | $763K | Sell |
40,854
-2,263
| -5% | -$42.3K | ﹤0.01% | 1035 |
|
|
2024
Q1 | $953K | Buy |
43,117
+123
| +0.3% | +$2.72K | ﹤0.01% | 876 |
|
|
2023
Q4 | $961K | Sell |
42,994
-1,136
| -3% | -$25.4K | 0.01% | 820 |
|
|
2023
Q3 | $949K | Buy |
44,130
+5,998
| +16% | +$129K | 0.01% | 775 |
|
|
2023
Q2 | $1.06M | Sell |
38,132
-1,125
| -3% | -$31.1K | 0.01% | 698 |
|
|
2023
Q1 | $1.27M | Buy |
39,257
+424
| +1% | +$13.7K | 0.01% | 585 |
|
|
2022
Q4 | $1.36M | Buy |
38,833
+1,801
| +5% | +$63K | 0.01% | 530 |
|
|
2022
Q3 | $1.26M | Sell |
37,032
-1,312
| -3% | -$44.5K | 0.01% | 497 |
|
|
2022
Q2 | $1.37M | Sell |
38,344
-2,584
| -6% | -$92.2K | 0.01% | 481 |
|
|
2022
Q1 | $1.46M | Sell |
40,928
-6,927
| -14% | -$247K | 0.01% | 470 |
|
|
2021
Q4 | $1.97M | Buy |
+47,855
| New | +$1.97M | 0.01% | 435 |
|
|
2021
Q2 | $1.87M | Hold |
53,786
| – | – | 0.01% | 442 |
|
|
2021
Q1 | $1.87M | Hold |
53,786
| – | – | 0.01% | 442 |
|
|
2020
Q4 | $1.87M | Hold |
53,786
| – | – | 0.01% | 442 |
|
|
2020
Q3 | $1.87M | Hold |
53,786
| – | – | 0.01% | 442 |
|
|
2020
Q2 | $1.87M | Hold |
53,786
| – | – | 0.01% | 442 |
|
|
2020
Q1 | $1.87M | Hold |
53,786
| – | – | 0.01% | 442 |
|
|
2019
Q4 | $1.87M | Hold |
53,786
| – | – | 0.01% | 442 |
|
|
2019
Q3 | $1.87M | Hold |
53,786
| – | – | 0.01% | 442 |
|
|
2019
Q2 | $1.87M | Hold |
53,786
| – | – | 0.01% | 442 |
|
|
2019
Q1 | $1.87M | Buy |
53,786
+53,291
| +10,766% | +$1.85M | 0.01% | 442 |
|
|
2018
Q4 | $18K | Buy |
495
+26
| +6% | +$945 | ﹤0.01% | 1174 |
|
|
2018
Q3 | $21K | Hold |
469
| – | – | ﹤0.01% | 939 |
|
|
2018
Q2 | $17K | Hold |
469
| – | – | ﹤0.01% | 867 |
|
|
2018
Q1 | $15K | Buy |
469
+82
| +21% | +$2.62K | ﹤0.01% | 767 |
|
|
2017
Q4 | $11K | Hold |
387
| – | – | ﹤0.01% | 860 |
|
|
2017
Q3 | $13K | Buy |
+387
| New | +$13K | ﹤0.01% | 830 |
|