Carson Wealth (CWM LLC)’s Planet Labs PL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25K | Sell |
4,035
-3,982
| -50% | -$24.7K | ﹤0.01% | 3772 |
|
|
2025
Q1 | $27K | Buy |
8,017
+2,476
| +45% | +$8.34K | ﹤0.01% | 3468 |
|
|
2024
Q4 | $22K | Buy |
5,541
+2,314
| +72% | +$9.19K | ﹤0.01% | 3374 |
|
|
2024
Q3 | $7K | Buy |
3,227
+1,504
| +87% | +$3.26K | ﹤0.01% | 3957 |
|
|
2024
Q2 | $3K | Buy |
1,723
+708
| +70% | +$1.23K | ﹤0.01% | 4111 |
|
|
2024
Q1 | $3K | Buy |
1,015
+521
| +105% | +$1.54K | ﹤0.01% | 3874 |
|
|
2023
Q4 | $1K | Hold |
494
| – | – | ﹤0.01% | 4005 |
|
|
2023
Q3 | $1K | Hold |
494
| – | – | ﹤0.01% | 4037 |
|
|
2023
Q2 | $2K | Hold |
494
| – | – | ﹤0.01% | 3824 |
|
|
2023
Q1 | $2K | Hold |
494
| – | – | ﹤0.01% | 3680 |
|
|
2022
Q4 | $2K | Hold |
494
| – | – | ﹤0.01% | 3608 |
|
|
2022
Q3 | $3K | Hold |
494
| – | – | ﹤0.01% | 3341 |
|
|
2022
Q2 | $2K | Buy |
+494
| New | +$2K | ﹤0.01% | 3376 |
|
|
2022
Q1 | – | Sell |
-494
| Closed | -$3K | – | 3773 |
|
|
2021
Q4 | $3K | Buy |
+494
| New | +$3K | ﹤0.01% | 3004 |
|