Carson Wealth (CWM LLC)’s Rocket Companies RKT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $92K | Sell |
6,507
-195
| -3% | -$2.76K | ﹤0.01% | 2799 |
|
|
2025
Q1 | $81K | Buy |
6,702
+1,243
| +23% | +$15K | ﹤0.01% | 2596 |
|
|
2024
Q4 | $61K | Sell |
5,459
-19,695
| -78% | -$220K | ﹤0.01% | 2648 |
|
|
2024
Q3 | $483K | Buy |
25,154
+10,668
| +74% | +$205K | ﹤0.01% | 1327 |
|
|
2024
Q2 | $198K | Buy |
14,486
+8,462
| +140% | +$116K | ﹤0.01% | 1588 |
|
|
2024
Q1 | $88K | Buy |
6,024
+2,368
| +65% | +$34.6K | ﹤0.01% | 1952 |
|
|
2023
Q4 | $53K | Sell |
3,656
-1,037
| -22% | -$15K | ﹤0.01% | 2142 |
|
|
2023
Q3 | $38K | Buy |
4,693
+247
| +6% | +$2K | ﹤0.01% | 2251 |
|
|
2023
Q2 | $40K | Sell |
4,446
-399
| -8% | -$3.59K | ﹤0.01% | 2141 |
|
|
2023
Q1 | $44K | Buy |
4,845
+417
| +9% | +$3.79K | ﹤0.01% | 1953 |
|
|
2022
Q4 | $31K | Sell |
4,428
-2,969
| -40% | -$20.8K | ﹤0.01% | 2060 |
|
|
2022
Q3 | $47K | Buy |
7,397
+4,244
| +135% | +$27K | ﹤0.01% | 1687 |
|
|
2022
Q2 | $23K | Buy |
3,153
+1,920
| +156% | +$14K | ﹤0.01% | 2035 |
|
|
2022
Q1 | $14K | Buy |
1,233
+595
| +93% | +$6.76K | ﹤0.01% | 2302 |
|
|
2021
Q4 | $9K | Buy |
+638
| New | +$9K | ﹤0.01% | 2423 |
|
|
2021
Q2 | $11K | Hold |
565
| – | – | ﹤0.01% | 2068 |
|
|
2021
Q1 | $11K | Hold |
565
| – | – | ﹤0.01% | 2068 |
|
|
2020
Q4 | $11K | Hold |
565
| – | – | ﹤0.01% | 2068 |
|
|
2020
Q3 | $11K | Hold |
565
| – | – | ﹤0.01% | 2068 |
|
|
2020
Q2 | $11K | Hold |
565
| – | – | ﹤0.01% | 2068 |
|
|
2020
Q1 | $11K | Hold |
565
| – | – | ﹤0.01% | 2068 |
|
|
2019
Q4 | $11K | Hold |
565
| – | – | ﹤0.01% | 2068 |
|
|
2019
Q3 | $11K | Hold |
565
| – | – | ﹤0.01% | 2068 |
|
|
2019
Q2 | $11K | Hold |
565
| – | – | ﹤0.01% | 2068 |
|
|
2019
Q1 | $11K | Buy |
+565
| New | +$11K | ﹤0.01% | 2068 |
|