Carson Wealth (CWM LLC)
PWSC

Carson Wealth (CWM LLC)’s PowerSchool Holdings, Inc. PWSC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PWSC Stock Details PWSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-132
Closed -$3K – 5277
2024
Q3 		$3K Buy
132
+24
+22% +$543 ﹤0.01% 4339
2024
Q2 		$2K Buy
108
+93
+620% +$1.88K ﹤0.01% 4285
2024
Q1 		$0 Hold
15
– – ﹤0.01% 4836
2023
Q4 		$0 Hold
15
– – ﹤0.01% 4599
2023
Q3 		$0 Hold
15
– – ﹤0.01% 4598
2023
Q2 		$0 Hold
15
– – ﹤0.01% 4517
2023
Q1 		$0 Hold
15
– – ﹤0.01% 4400
2022
Q4 		$0 Hold
15
– – ﹤0.01% 4307
2022
Q3 		$0 Hold
15
– – ﹤0.01% 4243
2022
Q2 		$0 Buy
+15
New +$206 ﹤0.01% 4149

Other funds holding PWSC

HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PWSC Position: Q4 2024 in Review

Carson Wealth (CWM LLC) sold out of PowerSchool Holdings, Inc. (PWSC) in Q4 2024, closing a stake of 132 shares — an estimated $3K sold.

Carson Wealth (CWM LLC) first reported a position in PWSC in Q2 2022 and held it in 10 quarters. The position peaked at $3K in Q3 2024. 1 fund tracked by Wall St. Rank holds PWSC as of Q4 2024.

  • Carson Wealth (CWM LLC) reported no remaining PowerSchool Holdings, Inc. position as of Q4 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 132 PowerSchool Holdings, Inc. shares in Q4 2024, an estimated $3K.
  • Carson Wealth (CWM LLC) first reported a position in PowerSchool Holdings, Inc. in Q2 2022 and held it in 10 quarters.
  • Carson Wealth (CWM LLC)'s PowerSchool Holdings, Inc. position peaked at $3K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held PowerSchool Holdings, Inc. as of Q4 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2024, filed 4 Feb 2025.