Carson Wealth (CWM LLC)’s Resources Connection RGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $85K | Buy |
15,824
+581
| +4% | +$3.12K | ﹤0.01% | 2858 |
|
|
2025
Q1 | $100K | Buy |
15,243
+4,199
| +38% | +$27.5K | ﹤0.01% | 2426 |
|
|
2024
Q4 | $94K | Buy |
11,044
+8,303
| +303% | +$70.7K | ﹤0.01% | 2318 |
|
|
2024
Q3 | $27K | Sell |
2,741
-652
| -19% | -$6.42K | ﹤0.01% | 3183 |
|
|
2024
Q2 | $37K | Buy |
3,393
+3,048
| +883% | +$33.2K | ﹤0.01% | 2682 |
|
|
2024
Q1 | $5K | Buy |
345
+323
| +1,468% | +$4.68K | ﹤0.01% | 3683 |
|
|
2023
Q4 | $0 | Sell |
22
-450
| -95% | – | ﹤0.01% | 4454 |
|
|
2023
Q3 | $7K | Buy |
472
+216
| +84% | +$3.2K | ﹤0.01% | 3319 |
|
|
2023
Q2 | $4K | Sell |
256
-109
| -30% | -$1.7K | ﹤0.01% | 3550 |
|
|
2023
Q1 | $6K | Sell |
365
-61
| -14% | -$1K | ﹤0.01% | 3231 |
|
|
2022
Q4 | $8K | Sell |
426
-40
| -9% | -$751 | ﹤0.01% | 2950 |
|
|
2022
Q3 | $8K | Buy |
466
+85
| +22% | +$1.46K | ﹤0.01% | 2838 |
|
|
2022
Q2 | $8K | Buy |
381
+15
| +4% | +$315 | ﹤0.01% | 2726 |
|
|
2022
Q1 | $6K | Buy |
366
+187
| +104% | +$3.07K | ﹤0.01% | 2771 |
|
|
2021
Q4 | $3K | Buy |
+179
| New | +$3K | ﹤0.01% | 3011 |
|