Carson Wealth (CWM LLC)’s Piedmont Lithium PLL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-125
| Closed | -$1K | – | 5472 |
|
|
2025
Q2 | $1K | Sell |
125
-965
| -89% | -$6.31K | ﹤0.01% | 5055 |
|
|
2025
Q1 | $7K | Sell |
1,090
-127
| -10% | -$1.01K | ﹤0.01% | 4305 |
|
|
2024
Q4 | $11K | Sell |
1,217
-129
| -10% | -$1.51K | ﹤0.01% | 3822 |
|
|
2024
Q3 | $12K | Sell |
1,346
-445
| -25% | -$4.02K | ﹤0.01% | 3689 |
|
|
2024
Q2 | $18K | Sell |
1,791
-67,414
| -97% | -$861K | ﹤0.01% | 3190 |
|
|
2024
Q1 | $922K | Sell |
69,205
-18,646
| -21% | -$299K | ﹤0.01% | 896 |
|
|
2023
Q4 | $2.48M | Buy |
87,851
+25,241
| +40% | +$741K | 0.01% | 537 |
|
|
2023
Q3 | $2.49M | Sell |
62,610
-2,571
| -4% | -$125K | 0.02% | 501 |
|
|
2023
Q2 | $3.76M | Buy |
65,181
+64,590
| +10,929% | +$3.7M | 0.02% | 400 |
|
|
2023
Q1 | $35K | Sell |
591
-50
| -8% | -$3.03K | ﹤0.01% | 2111 |
|
|
2022
Q4 | $28K | Sell |
641
-174
| -21% | -$9.65K | ﹤0.01% | 2133 |
|
|
2022
Q3 | $44K | Buy |
815
+567
| +229% | +$29.2K | ﹤0.01% | 1722 |
|
|
2022
Q2 | $9K | Buy |
+248
| New | +$14.7K | ﹤0.01% | 2660 |
|
|
2022
Q1 | – | Sell |
-150
| Closed | -$8K | – | 3796 |
|
|
2021
Q4 | $8K | Buy |
+150
| New | +$8.78K | ﹤0.01% | 2492 |
|
|
2021
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 2204 |
|
|
2021
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 2203 |
|
|
2020
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 2203 |
|
|
2020
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 2203 |
|
|
2020
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 2202 |
|
|
2020
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 2202 |
|
|
2019
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 2202 |
|
|
2019
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 2202 |
|
|
2019
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 2202 |
|
|
2019
Q1 | $8K | Buy |
+100
| New | +$753 | ﹤0.01% | 2202 |
|
Other funds holding PLL
Carson Wealth (CWM LLC)'s PLL Position: Q3 2025 in Review
Carson Wealth (CWM LLC) sold out of Piedmont Lithium (PLL) in Q3 2025, closing a stake of 125 shares — an estimated $1K sold.
Carson Wealth (CWM LLC) first reported a position in PLL in Q1 2019 and held it in 24 quarters. The position peaked at $3.76M in Q2 2023. 1 fund tracked by Wall St. Rank holds PLL as of Q3 2025.
- Carson Wealth (CWM LLC) reported no remaining Piedmont Lithium position as of Q3 2025 after selling out during the quarter.
- Carson Wealth (CWM LLC) sold 125 Piedmont Lithium shares in Q3 2025, an estimated $1K.
- Carson Wealth (CWM LLC) first reported a position in Piedmont Lithium in Q1 2019 and held it in 24 quarters.
- Carson Wealth (CWM LLC)'s Piedmont Lithium position peaked at $3.76M in Q2 2023.
- 1 fund tracked by Wall St. Rank held Piedmont Lithium as of Q3 2025.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.