Carson Wealth (CWM LLC)’s Post Holdings POST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $353K | Buy |
3,240
+1,750
| +117% | +$191K | ﹤0.01% | 1763 |
|
|
2025
Q1 | $173K | Sell |
1,490
-1,495
| -50% | -$174K | ﹤0.01% | 2027 |
|
|
2024
Q4 | $342K | Buy |
2,985
+1,008
| +51% | +$115K | ﹤0.01% | 1518 |
|
|
2024
Q3 | $229K | Buy |
1,977
+691
| +54% | +$80K | ﹤0.01% | 1687 |
|
|
2024
Q2 | $134K | Sell |
1,286
-146
| -10% | -$15.2K | ﹤0.01% | 1802 |
|
|
2024
Q1 | $152K | Buy |
1,432
+193
| +16% | +$20.5K | ﹤0.01% | 1651 |
|
|
2023
Q4 | $109K | Sell |
1,239
-59
| -5% | -$5.19K | ﹤0.01% | 1705 |
|
|
2023
Q3 | $111K | Sell |
1,298
-53
| -4% | -$4.53K | ﹤0.01% | 1574 |
|
|
2023
Q2 | $117K | Sell |
1,351
-32
| -2% | -$2.77K | ﹤0.01% | 1496 |
|
|
2023
Q1 | $124K | Sell |
1,383
-81
| -6% | -$7.26K | ﹤0.01% | 1380 |
|
|
2022
Q4 | $132K | Buy |
1,464
+54
| +4% | +$4.87K | ﹤0.01% | 1260 |
|
|
2022
Q3 | $115K | Buy |
1,410
+54
| +4% | +$4.4K | ﹤0.01% | 1283 |
|
|
2022
Q2 | $112K | Buy |
1,356
+3
| +0.2% | +$248 | ﹤0.01% | 1271 |
|
|
2022
Q1 | $94K | Sell |
1,353
-502
| -27% | -$34.9K | ﹤0.01% | 1347 |
|
|
2021
Q4 | $137K | Buy |
+1,855
| New | +$137K | ﹤0.01% | 1177 |
|
|
2021
Q2 | $90K | Hold |
1,264
| – | – | ﹤0.01% | 1172 |
|
|
2021
Q1 | $90K | Hold |
1,264
| – | – | ﹤0.01% | 1172 |
|
|
2020
Q4 | $90K | Hold |
1,264
| – | – | ﹤0.01% | 1172 |
|
|
2020
Q3 | $90K | Hold |
1,264
| – | – | ﹤0.01% | 1172 |
|
|
2020
Q2 | $90K | Hold |
1,264
| – | – | ﹤0.01% | 1172 |
|
|
2020
Q1 | $90K | Hold |
1,264
| – | – | ﹤0.01% | 1172 |
|
|
2019
Q4 | $90K | Hold |
1,264
| – | – | ﹤0.01% | 1172 |
|
|
2019
Q3 | $90K | Hold |
1,264
| – | – | ﹤0.01% | 1172 |
|
|
2019
Q2 | $90K | Hold |
1,264
| – | – | ﹤0.01% | 1172 |
|
|
2019
Q1 | $90K | Buy |
+1,264
| New | +$90K | ﹤0.01% | 1172 |
|