Carson Wealth (CWM LLC)’s Royal Gold RGLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.23M | Buy |
40,662
+6,914
| +20% | +$1.23M | 0.03% | 487 |
|
|
2025
Q1 | $5.52M | Buy |
33,748
+16,149
| +92% | +$2.64M | 0.02% | 499 |
|
|
2024
Q4 | $2.32M | Buy |
17,599
+3,225
| +22% | +$425K | 0.01% | 728 |
|
|
2024
Q3 | $2.02M | Buy |
14,374
+8,227
| +134% | +$1.15M | 0.01% | 699 |
|
|
2024
Q2 | $769K | Buy |
6,147
+2,324
| +61% | +$291K | ﹤0.01% | 1031 |
|
|
2024
Q1 | $466K | Buy |
3,823
+1,936
| +103% | +$236K | ﹤0.01% | 1167 |
|
|
2023
Q4 | $228K | Sell |
1,887
-302
| -14% | -$36.5K | ﹤0.01% | 1360 |
|
|
2023
Q3 | $233K | Buy |
2,189
+669
| +44% | +$71.2K | ﹤0.01% | 1249 |
|
|
2023
Q2 | $175K | Buy |
1,520
+995
| +190% | +$115K | ﹤0.01% | 1306 |
|
|
2023
Q1 | $68K | Buy |
525
+69
| +15% | +$8.94K | ﹤0.01% | 1703 |
|
|
2022
Q4 | $51K | Sell |
456
-337
| -42% | -$37.7K | ﹤0.01% | 1723 |
|
|
2022
Q3 | $74K | Sell |
793
-39
| -5% | -$3.64K | ﹤0.01% | 1477 |
|
|
2022
Q2 | $89K | Sell |
832
-17
| -2% | -$1.82K | ﹤0.01% | 1363 |
|
|
2022
Q1 | $120K | Buy |
849
+151
| +22% | +$21.3K | ﹤0.01% | 1259 |
|
|
2021
Q4 | $73K | Buy |
+698
| New | +$73K | ﹤0.01% | 1427 |
|
|
2021
Q2 | $79K | Hold |
694
| – | – | ﹤0.01% | 1217 |
|
|
2021
Q1 | $79K | Hold |
694
| – | – | ﹤0.01% | 1217 |
|
|
2020
Q4 | $79K | Hold |
694
| – | – | ﹤0.01% | 1217 |
|
|
2020
Q3 | $79K | Hold |
694
| – | – | ﹤0.01% | 1217 |
|
|
2020
Q2 | $79K | Hold |
694
| – | – | ﹤0.01% | 1217 |
|
|
2020
Q1 | $79K | Hold |
694
| – | – | ﹤0.01% | 1217 |
|
|
2019
Q4 | $79K | Hold |
694
| – | – | ﹤0.01% | 1217 |
|
|
2019
Q3 | $79K | Hold |
694
| – | – | ﹤0.01% | 1217 |
|
|
2019
Q2 | $79K | Hold |
694
| – | – | ﹤0.01% | 1217 |
|
|
2019
Q1 | $79K | Buy |
694
+591
| +574% | +$67.3K | ﹤0.01% | 1217 |
|
|
2018
Q4 | $9K | Sell |
103
-505
| -83% | -$44.1K | ﹤0.01% | 1373 |
|
|
2018
Q3 | $47K | Hold |
608
| – | – | ﹤0.01% | 760 |
|
|
2018
Q2 | $56K | Buy |
+608
| New | +$56K | ﹤0.01% | 608 |
|
|
2015
Q3 | – | Sell |
-4,361
| Closed | -$269K | – | 653 |
|
|
2015
Q2 | $269K | Buy |
+4,361
| New | +$269K | 0.03% | 165 |
|