Carson Wealth (CWM LLC)’s Porch Group PRCH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $124K | Buy |
10,485
+1,753
| +20% | +$20.7K | ﹤0.01% | 2541 |
|
|
2025
Q1 | $64K | Buy |
8,732
+4,617
| +112% | +$33.8K | ﹤0.01% | 2768 |
|
|
2024
Q4 | $20K | Sell |
4,115
-51
| -1% | -$248 | ﹤0.01% | 3438 |
|
|
2024
Q3 | $6K | Buy |
+4,166
| New | +$6K | ﹤0.01% | 4033 |
|
|
2023
Q2 | – | Sell |
-984
| Closed | -$1K | – | 4387 |
|
|
2023
Q1 | $1K | Buy |
+984
| New | +$1K | ﹤0.01% | 3885 |
|
|
2022
Q2 | – | Sell |
-381
| Closed | -$3K | – | 4014 |
|
|
2022
Q1 | $3K | Buy |
+381
| New | +$3K | ﹤0.01% | 3053 |
|