Carson Wealth (CWM LLC)’s LiveRamp RAMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $633K | Buy |
19,152
+10,847
| +131% | +$359K | ﹤0.01% | 1490 |
|
|
2025
Q1 | $217K | Buy |
8,305
+5,921
| +248% | +$155K | ﹤0.01% | 1868 |
|
|
2024
Q4 | $72K | Buy |
2,384
+695
| +41% | +$21K | ﹤0.01% | 2512 |
|
|
2024
Q3 | $42K | Buy |
1,689
+716
| +74% | +$17.8K | ﹤0.01% | 2824 |
|
|
2024
Q2 | $30K | Buy |
973
+189
| +24% | +$5.83K | ﹤0.01% | 2836 |
|
|
2024
Q1 | $27K | Buy |
784
+152
| +24% | +$5.24K | ﹤0.01% | 2712 |
|
|
2023
Q4 | $24K | Sell |
632
-168
| -21% | -$6.38K | ﹤0.01% | 2660 |
|
|
2023
Q3 | $23K | Buy |
800
+6
| +0.8% | +$173 | ﹤0.01% | 2608 |
|
|
2023
Q2 | $23K | Sell |
794
-54
| -6% | -$1.56K | ﹤0.01% | 2550 |
|
|
2023
Q1 | $19K | Sell |
848
-179
| -17% | -$4.01K | ﹤0.01% | 2553 |
|
|
2022
Q4 | $24K | Buy |
1,027
+390
| +61% | +$9.11K | ﹤0.01% | 2244 |
|
|
2022
Q3 | $12K | Sell |
637
-126
| -17% | -$2.37K | ﹤0.01% | 2581 |
|
|
2022
Q2 | $20K | Buy |
763
+646
| +552% | +$16.9K | ﹤0.01% | 2118 |
|
|
2022
Q1 | $4K | Sell |
117
-112
| -49% | -$3.83K | ﹤0.01% | 2944 |
|
|
2021
Q4 | $11K | Buy |
+229
| New | +$11K | ﹤0.01% | 2308 |
|
|
2021
Q2 | $6.3M | Hold |
134,355
| – | – | 0.05% | 256 |
|
|
2021
Q1 | $6.3M | Hold |
134,355
| – | – | 0.05% | 256 |
|
|
2020
Q4 | $6.3M | Hold |
134,355
| – | – | 0.05% | 256 |
|
|
2020
Q3 | $6.3M | Hold |
134,355
| – | – | 0.05% | 256 |
|
|
2020
Q2 | $6.3M | Hold |
134,355
| – | – | 0.05% | 256 |
|
|
2020
Q1 | $6.3M | Hold |
134,355
| – | – | 0.05% | 256 |
|
|
2019
Q4 | $6.3M | Hold |
134,355
| – | – | 0.05% | 256 |
|
|
2019
Q3 | $6.3M | Hold |
134,355
| – | – | 0.05% | 256 |
|
|
2019
Q2 | $6.3M | Hold |
134,355
| – | – | 0.05% | 256 |
|
|
2019
Q1 | $6.3M | Buy |
134,355
+71,490
| +114% | +$3.35M | 0.05% | 256 |
|
|
2018
Q4 | $2.43M | Sell |
62,865
-23,780
| -27% | -$918K | 0.06% | 258 |
|
|
2018
Q3 | $4.28M | Buy |
86,645
+22,030
| +34% | +$1.09M | 0.11% | 179 |
|
|
2018
Q2 | $1.94M | Sell |
64,615
-4,075
| -6% | -$122K | 0.06% | 218 |
|
|
2018
Q1 | $1.56M | Sell |
68,690
-2,390
| -3% | -$54.3K | 0.06% | 196 |
|
|
2017
Q4 | $1.96M | Sell |
71,080
-2,944
| -4% | -$81.1K | 0.09% | 168 |
|
|
2017
Q3 | $1.82M | Buy |
+74,024
| New | +$1.82M | 0.09% | 165 |
|