Carson Wealth (CWM LLC)’s Parsons PSN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Buy |
30,350
+22,540
| +289% | +$1.62M | 0.01% | 915 |
|
|
2025
Q1 | $462K | Buy |
7,810
+163
| +2% | +$9.64K | ﹤0.01% | 1476 |
|
|
2024
Q4 | $705K | Buy |
7,647
+2,513
| +49% | +$232K | ﹤0.01% | 1247 |
|
|
2024
Q3 | $532K | Buy |
5,134
+4,954
| +2,752% | +$513K | ﹤0.01% | 1293 |
|
|
2024
Q2 | $15K | Buy |
180
+80
| +80% | +$6.67K | ﹤0.01% | 3307 |
|
|
2024
Q1 | $8K | Buy |
100
+5
| +5% | +$400 | ﹤0.01% | 3462 |
|
|
2023
Q4 | $6K | Hold |
95
| – | – | ﹤0.01% | 3451 |
|
|
2023
Q3 | $5K | Sell |
95
-79
| -45% | -$4.16K | ﹤0.01% | 3481 |
|
|
2023
Q2 | $8K | Buy |
174
+87
| +100% | +$4K | ﹤0.01% | 3226 |
|
|
2023
Q1 | $4K | Hold |
87
| – | – | ﹤0.01% | 3411 |
|
|
2022
Q4 | $4K | Hold |
87
| – | – | ﹤0.01% | 3316 |
|
|
2022
Q3 | $3K | Buy |
+87
| New | +$3K | ﹤0.01% | 3346 |
|
|
2022
Q1 | – | Sell |
-14
| Closed | – | – | 3784 |
|
|
2021
Q4 | $0 | Buy |
+14
| New | – | ﹤0.01% | 3596 |
|