Carson Wealth (CWM LLC)’s Plug Power PLUG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$21K Buy
13,794
+8,518
+161% +$13K ﹤0.01% 3879
2025
Q1
$7K Sell
5,276
-685
-11% -$909 ﹤0.01% 4299
2024
Q4
$13K Buy
5,961
+661
+12% +$1.44K ﹤0.01% 3721
2024
Q3
$12K Sell
5,300
-1,005
-16% -$2.28K ﹤0.01% 3688
2024
Q2
$15K Sell
6,305
-6,128
-49% -$14.6K ﹤0.01% 3306
2024
Q1
$43K Sell
12,433
-637
-5% -$2.2K ﹤0.01% 2398
2023
Q4
$59K Buy
13,070
+746
+6% +$3.37K ﹤0.01% 2068
2023
Q3
$94K Sell
12,324
-319
-3% -$2.43K ﹤0.01% 1667
2023
Q2
$131K Buy
12,643
+3,579
+39% +$37.1K ﹤0.01% 1430
2023
Q1
$106K Sell
9,064
-755
-8% -$8.83K ﹤0.01% 1467
2022
Q4
$121K Buy
9,819
+691
+8% +$8.52K ﹤0.01% 1293
2022
Q3
$192K Buy
9,128
+912
+11% +$19.2K ﹤0.01% 1071
2022
Q2
$136K Sell
8,216
-952
-10% -$15.8K ﹤0.01% 1188
2022
Q1
$262K Buy
9,168
+2,821
+44% +$80.6K ﹤0.01% 934
2021
Q4
$179K Buy
+6,347
New +$179K ﹤0.01% 1069
2021
Q2
$209K Hold
6,120
﹤0.01% 888
2021
Q1
$209K Hold
6,120
﹤0.01% 888
2020
Q4
$209K Hold
6,120
﹤0.01% 888
2020
Q3
$209K Hold
6,120
﹤0.01% 888
2020
Q2
$209K Hold
6,120
﹤0.01% 888
2020
Q1
$209K Hold
6,120
﹤0.01% 888
2019
Q4
$209K Hold
6,120
﹤0.01% 888
2019
Q3
$209K Hold
6,120
﹤0.01% 888
2019
Q2
$209K Hold
6,120
﹤0.01% 888
2019
Q1
$209K Buy
+6,120
New +$209K ﹤0.01% 888
2018
Q4
Sell
-110
Closed 2207
2018
Q3
$0 Buy
+110
New ﹤0.01% 1950
2016
Q3
Sell
-70
Closed 1043
2016
Q2
$0 Hold
70
﹤0.01% 844
2016
Q1
$0 Buy
+70
New ﹤0.01% 796
2015
Q4
Sell
-70
Closed 738
2015
Q3
$0 Buy
+70
New ﹤0.01% 650
2014
Q1
Sell
-70
Closed 366
2013
Q4
$0 Buy
+70
New ﹤0.01% 593