Carson Wealth (CWM LLC)’s Resideo Technologies REZI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $154K | Buy |
6,963
+3,971
| +133% | +$87.8K | ﹤0.01% | 2391 |
|
|
2025
Q1 | $53K | Buy |
2,992
+98
| +3% | +$1.74K | ﹤0.01% | 2939 |
|
|
2024
Q4 | $67K | Buy |
2,894
+344
| +13% | +$7.96K | ﹤0.01% | 2577 |
|
|
2024
Q3 | $51K | Buy |
2,550
+496
| +24% | +$9.92K | ﹤0.01% | 2678 |
|
|
2024
Q2 | $40K | Buy |
2,054
+131
| +7% | +$2.55K | ﹤0.01% | 2619 |
|
|
2024
Q1 | $43K | Buy |
1,923
+242
| +14% | +$5.41K | ﹤0.01% | 2401 |
|
|
2023
Q4 | $32K | Sell |
1,681
-1,434
| -46% | -$27.3K | ﹤0.01% | 2475 |
|
|
2023
Q3 | $49K | Sell |
3,115
-528
| -14% | -$8.31K | ﹤0.01% | 2076 |
|
|
2023
Q2 | $64K | Buy |
3,643
+35
| +1% | +$615 | ﹤0.01% | 1820 |
|
|
2023
Q1 | $66K | Sell |
3,608
-93
| -3% | -$1.7K | ﹤0.01% | 1718 |
|
|
2022
Q4 | $61K | Buy |
3,701
+2,480
| +203% | +$40.9K | ﹤0.01% | 1622 |
|
|
2022
Q3 | $23K | Buy |
1,221
+656
| +116% | +$12.4K | ﹤0.01% | 2142 |
|
|
2022
Q2 | $11K | Sell |
565
-725
| -56% | -$14.1K | ﹤0.01% | 2527 |
|
|
2022
Q1 | $31K | Buy |
1,290
+287
| +29% | +$6.9K | ﹤0.01% | 1825 |
|
|
2021
Q4 | $26K | Buy |
+1,003
| New | +$26K | ﹤0.01% | 1851 |
|
|
2021
Q2 | $15K | Hold |
506
| – | – | ﹤0.01% | 1931 |
|
|
2021
Q1 | $15K | Hold |
506
| – | – | ﹤0.01% | 1931 |
|
|
2020
Q4 | $15K | Hold |
506
| – | – | ﹤0.01% | 1931 |
|
|
2020
Q3 | $15K | Hold |
506
| – | – | ﹤0.01% | 1931 |
|
|
2020
Q2 | $15K | Hold |
506
| – | – | ﹤0.01% | 1931 |
|
|
2020
Q1 | $15K | Hold |
506
| – | – | ﹤0.01% | 1931 |
|
|
2019
Q4 | $15K | Hold |
506
| – | – | ﹤0.01% | 1931 |
|
|
2019
Q3 | $15K | Hold |
506
| – | – | ﹤0.01% | 1931 |
|
|
2019
Q2 | $15K | Hold |
506
| – | – | ﹤0.01% | 1931 |
|
|
2019
Q1 | $15K | Sell |
506
-124
| -20% | -$3.68K | ﹤0.01% | 1931 |
|
|
2018
Q4 | $13K | Buy |
+630
| New | +$13K | ﹤0.01% | 1251 |
|