Carson Wealth (CWM LLC)’s PROS Holdings PRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Buy |
13,412
+5,746
| +75% | +$90K | ﹤0.01% | 2134 |
|
|
2025
Q1 | $146K | Buy |
7,666
+4,643
| +154% | +$88.4K | ﹤0.01% | 2121 |
|
|
2024
Q4 | $66K | Buy |
3,023
+1,343
| +80% | +$29.3K | ﹤0.01% | 2587 |
|
|
2024
Q3 | $31K | Buy |
1,680
+1,613
| +2,407% | +$29.8K | ﹤0.01% | 3073 |
|
|
2024
Q2 | $2K | Buy |
67
+31
| +86% | +$925 | ﹤0.01% | 4253 |
|
|
2024
Q1 | $1K | Buy |
36
+5
| +16% | +$139 | ﹤0.01% | 4189 |
|
|
2023
Q4 | $1K | Hold |
31
| – | – | ﹤0.01% | 4010 |
|
|
2023
Q3 | $1K | Hold |
31
| – | – | ﹤0.01% | 4043 |
|
|
2023
Q2 | $1K | Hold |
31
| – | – | ﹤0.01% | 4024 |
|
|
2023
Q1 | $1K | Hold |
31
| – | – | ﹤0.01% | 3886 |
|
|
2022
Q4 | $1K | Hold |
31
| – | – | ﹤0.01% | 3801 |
|
|
2022
Q3 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 3715 |
|