Carson Wealth (CWM LLC)
QLYS icon

Carson Wealth (CWM LLC)’s Qualys QLYS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio QLYS Stock Details QLYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.1M Buy
12,501
+8,720
+231% +$966K ﹤0.01% 1486
2025
Q4 		$502K Sell
3,781
-1,234
-25% -$170K ﹤0.01% 1916
2025
Q3 		$664K Buy
5,015
+2,219
+79% +$301K ﹤0.01% 1636
2025
Q2 		$399K Buy
2,796
+564
+25% +$74.7K ﹤0.01% 1697
2025
Q1 		$281K Buy
2,232
+872
+64% +$118K ﹤0.01% 1708
2024
Q4 		$191K Buy
1,360
+655
+93% +$91.2K ﹤0.01% 1847
2024
Q3 		$91K Buy
705
+28
+4% +$3.7K ﹤0.01% 2263
2024
Q2 		$97K Buy
677
+428
+172% +$65.2K ﹤0.01% 1995
2024
Q1 		$42K Buy
249
+27
+12% +$4.77K ﹤0.01% 2417
2023
Q4 		$44K Sell
222
-200
-47% -$35K ﹤0.01% 2253
2023
Q3 		$64K Buy
422
+329
+354% +$47.3K ﹤0.01% 1923
2023
Q2 		$12K Sell
93
-1
-1% -$123 ﹤0.01% 2989
2023
Q1 		$12K Sell
94
-23
-20% -$2.69K ﹤0.01% 2859
2022
Q4 		$13K Sell
117
-20
-15% -$2.5K ﹤0.01% 2663
2022
Q3 		$19K Buy
137
+74
+117% +$10.4K ﹤0.01% 2261
2022
Q2 		$8K Buy
63
+57
+950% +$7.47K ﹤0.01% 2729
2022
Q1 		$1K Sell
6
-8
-57% -$1.02K ﹤0.01% 3396
2021
Q4 		$2K Buy
+14
New +$1.79K ﹤0.01% 3169

Other funds holding QLYS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return