Carson Wealth (CWM LLC)’s Restaurant Brands International QSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $104K | Sell |
1,568
-238
| -13% | -$15.8K | ﹤0.01% | 2684 |
|
|
2025
Q1 | $120K | Sell |
1,806
-88
| -5% | -$5.85K | ﹤0.01% | 2268 |
|
|
2024
Q4 | $123K | Sell |
1,894
-141
| -7% | -$9.16K | ﹤0.01% | 2153 |
|
|
2024
Q3 | $147K | Sell |
2,035
-188
| -8% | -$13.6K | ﹤0.01% | 1939 |
|
|
2024
Q2 | $156K | Sell |
2,223
-60
| -3% | -$4.21K | ﹤0.01% | 1719 |
|
|
2024
Q1 | $181K | Buy |
2,283
+548
| +32% | +$43.4K | ﹤0.01% | 1560 |
|
|
2023
Q4 | $136K | Buy |
1,735
+433
| +33% | +$33.9K | ﹤0.01% | 1593 |
|
|
2023
Q3 | $87K | Buy |
1,302
+46
| +4% | +$3.07K | ﹤0.01% | 1720 |
|
|
2023
Q2 | $97K | Buy |
1,256
+147
| +13% | +$11.4K | ﹤0.01% | 1586 |
|
|
2023
Q1 | $74K | Buy |
1,109
+219
| +25% | +$14.6K | ﹤0.01% | 1652 |
|
|
2022
Q4 | $58K | Sell |
890
-313
| -26% | -$20.4K | ﹤0.01% | 1652 |
|
|
2022
Q3 | $64K | Buy |
1,203
+134
| +13% | +$7.13K | ﹤0.01% | 1551 |
|
|
2022
Q2 | $54K | Buy |
1,069
+185
| +21% | +$9.35K | ﹤0.01% | 1599 |
|
|
2022
Q1 | $52K | Buy |
884
+69
| +8% | +$4.06K | ﹤0.01% | 1593 |
|
|
2021
Q4 | $49K | Buy |
+815
| New | +$49K | ﹤0.01% | 1573 |
|
|
2021
Q2 | $51K | Hold |
790
| – | – | ﹤0.01% | 1389 |
|
|
2021
Q1 | $51K | Hold |
790
| – | – | ﹤0.01% | 1389 |
|
|
2020
Q4 | $51K | Hold |
790
| – | – | ﹤0.01% | 1389 |
|
|
2020
Q3 | $51K | Hold |
790
| – | – | ﹤0.01% | 1389 |
|
|
2020
Q2 | $51K | Hold |
790
| – | – | ﹤0.01% | 1389 |
|
|
2020
Q1 | $51K | Hold |
790
| – | – | ﹤0.01% | 1389 |
|
|
2019
Q4 | $51K | Hold |
790
| – | – | ﹤0.01% | 1389 |
|
|
2019
Q3 | $51K | Hold |
790
| – | – | ﹤0.01% | 1389 |
|
|
2019
Q2 | $51K | Hold |
790
| – | – | ﹤0.01% | 1389 |
|
|
2019
Q1 | $51K | Buy |
790
+525
| +198% | +$33.9K | ﹤0.01% | 1389 |
|
|
2018
Q4 | $14K | Hold |
265
| – | – | ﹤0.01% | 1229 |
|
|
2018
Q3 | $16K | Hold |
265
| – | – | ﹤0.01% | 1013 |
|
|
2018
Q2 | $16K | Hold |
265
| – | – | ﹤0.01% | 883 |
|
|
2018
Q1 | $15K | Hold |
265
| – | – | ﹤0.01% | 768 |
|
|
2017
Q4 | $16K | Sell |
265
-76
| -22% | -$4.59K | ﹤0.01% | 751 |
|
|
2017
Q3 | $22K | Buy |
341
+76
| +29% | +$4.9K | ﹤0.01% | 685 |
|
|
2017
Q2 | $17K | Hold |
265
| – | – | ﹤0.01% | 667 |
|
|
2017
Q1 | $15K | Hold |
265
| – | – | ﹤0.01% | 669 |
|
|
2016
Q4 | $13K | Hold |
265
| – | – | ﹤0.01% | 685 |
|
|
2016
Q3 | $12K | Buy |
+265
| New | +$12K | ﹤0.01% | 660 |
|