Carson Wealth (CWM LLC)’s Q2 Holdings QTWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $711K | Buy |
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|
2025
Q3 | $135K | Sell |
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|
2025
Q2 | $179K | Buy |
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|
2025
Q1 | $130K | Buy |
|
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|
2024
Q4 | $154K | Buy |
|
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|
2024
Q3 | $115K | Buy |
|
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|
2024
Q2 | $29K | Buy |
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|
2024
Q1 | $16K | Buy |
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|
2023
Q4 | $10K | Buy |
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|
2023
Q3 | $6K | Buy |
|
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|
2023
Q2 | $6K | Sell |
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|
2023
Q1 | $21K | Sell |
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|
2022
Q4 | $24K | Buy |
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|
2022
Q3 | $7K | Sell |
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|
2022
Q2 | $9K | Buy |
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|
2022
Q1 | $3K | Sell |
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|
2021
Q4 | $4K | Buy |
|