Carson Wealth (CWM LLC)’s Roblox RBLX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$21.7M Buy
206,209
+45,496
+28% +$4.79M 0.08% 220
2025
Q1
$9.37M Buy
160,713
+64,111
+66% +$3.74M 0.04% 366
2024
Q4
$5.59M Buy
96,602
+22,381
+30% +$1.29M 0.02% 449
2024
Q3
$3.29M Buy
74,221
+28,329
+62% +$1.25M 0.01% 554
2024
Q2
$1.71M Sell
45,892
-9,864
-18% -$367K 0.01% 685
2024
Q1
$2.13M Sell
55,756
-13,885
-20% -$530K 0.01% 601
2023
Q4
$3.18M Sell
69,641
-2,405
-3% -$110K 0.02% 485
2023
Q3
$2.09M Sell
72,046
-1,495
-2% -$43.3K 0.01% 537
2023
Q2
$2.96M Buy
73,541
+67,995
+1,226% +$2.74M 0.02% 449
2023
Q1
$249K Buy
5,546
+847
+18% +$38K ﹤0.01% 1116
2022
Q4
$134K Buy
4,699
+717
+18% +$20.4K ﹤0.01% 1255
2022
Q3
$143K Buy
3,982
+529
+15% +$19K ﹤0.01% 1179
2022
Q2
$113K Buy
3,453
+965
+39% +$31.6K ﹤0.01% 1267
2022
Q1
$115K Sell
2,488
-129
-5% -$5.96K ﹤0.01% 1273
2021
Q4
$270K Buy
+2,617
New +$270K ﹤0.01% 910
2021
Q2
$139K Hold
1,540
﹤0.01% 1019
2021
Q1
$139K Hold
1,540
﹤0.01% 1019
2020
Q4
$139K Hold
1,540
﹤0.01% 1019
2020
Q3
$139K Hold
1,540
﹤0.01% 1019
2020
Q2
$139K Hold
1,540
﹤0.01% 1019
2020
Q1
$139K Hold
1,540
﹤0.01% 1019
2019
Q4
$139K Hold
1,540
﹤0.01% 1019
2019
Q3
$139K Hold
1,540
﹤0.01% 1019
2019
Q2
$139K Hold
1,540
﹤0.01% 1019
2019
Q1
$139K Buy
+1,540
New +$139K ﹤0.01% 1019