Carson Wealth (CWM LLC)’s PubMatic PUBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74K | Buy |
5,964
+4,980
| +506% | +$61.8K | ﹤0.01% | 2963 |
|
|
2025
Q1 | $9K | Buy |
984
+81
| +9% | +$741 | ﹤0.01% | 4170 |
|
|
2024
Q4 | $13K | Buy |
903
+42
| +5% | +$605 | ﹤0.01% | 3722 |
|
|
2024
Q3 | $13K | Buy |
861
+58
| +7% | +$876 | ﹤0.01% | 3639 |
|
|
2024
Q2 | $16K | Buy |
803
+4
| +0.5% | +$80 | ﹤0.01% | 3271 |
|
|
2024
Q1 | $19K | Buy |
799
+33
| +4% | +$785 | ﹤0.01% | 2948 |
|
|
2023
Q4 | $12K | Hold |
766
| – | – | ﹤0.01% | 3092 |
|
|
2023
Q3 | $9K | Hold |
766
| – | – | ﹤0.01% | 3201 |
|
|
2023
Q2 | $14K | Sell |
766
-198
| -21% | -$3.62K | ﹤0.01% | 2879 |
|
|
2023
Q1 | $13K | Buy |
964
+106
| +12% | +$1.43K | ﹤0.01% | 2803 |
|
|
2022
Q4 | $11K | Buy |
858
+127
| +17% | +$1.63K | ﹤0.01% | 2760 |
|
|
2022
Q3 | $12K | Hold |
731
| – | – | ﹤0.01% | 2580 |
|
|
2022
Q2 | $12K | Sell |
731
-30
| -4% | -$492 | ﹤0.01% | 2471 |
|
|
2022
Q1 | $20K | Buy |
761
+482
| +173% | +$12.7K | ﹤0.01% | 2087 |
|
|
2021
Q4 | $9K | Buy |
+279
| New | +$9K | ﹤0.01% | 2422 |
|
|
2021
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 2799 |
|
|
2021
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 2799 |
|
|
2020
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 2799 |
|
|
2020
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 2799 |
|
|
2020
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 2799 |
|
|
2020
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 2799 |
|
|
2019
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 2799 |
|
|
2019
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 2799 |
|
|
2019
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 2799 |
|
|
2019
Q1 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 2799 |
|