Carson Wealth (CWM LLC)’s RE/MAX Holdings RMAX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29K | Buy |
3,543
+2,684
| +312% | +$22K | ﹤0.01% | 3676 |
|
|
2025
Q1 | $7K | Buy |
859
+8
| +0.9% | +$65 | ﹤0.01% | 4304 |
|
|
2024
Q4 | $9K | Buy |
851
+105
| +14% | +$1.11K | ﹤0.01% | 3945 |
|
|
2024
Q3 | $9K | Buy |
746
+188
| +34% | +$2.27K | ﹤0.01% | 3849 |
|
|
2024
Q2 | $5K | Sell |
558
-391
| -41% | -$3.5K | ﹤0.01% | 3889 |
|
|
2024
Q1 | $8K | Buy |
949
+32
| +3% | +$270 | ﹤0.01% | 3467 |
|
|
2023
Q4 | $12K | Buy |
917
+760
| +484% | +$9.95K | ﹤0.01% | 3093 |
|
|
2023
Q3 | $2K | Sell |
157
-1,264
| -89% | -$16.1K | ﹤0.01% | 3853 |
|
|
2023
Q2 | $27K | Buy |
1,421
+800
| +129% | +$15.2K | ﹤0.01% | 2434 |
|
|
2023
Q1 | $12K | Sell |
621
-117
| -16% | -$2.26K | ﹤0.01% | 2858 |
|
|
2022
Q4 | $14K | Sell |
738
-149
| -17% | -$2.83K | ﹤0.01% | 2614 |
|
|
2022
Q3 | $17K | Buy |
887
+196
| +28% | +$3.76K | ﹤0.01% | 2339 |
|
|
2022
Q2 | $17K | Buy |
691
+160
| +30% | +$3.94K | ﹤0.01% | 2228 |
|
|
2022
Q1 | $15K | Buy |
531
+105
| +25% | +$2.97K | ﹤0.01% | 2259 |
|
|
2021
Q4 | $13K | Buy |
+426
| New | +$13K | ﹤0.01% | 2212 |
|
|
2021
Q2 | $9K | Hold |
269
| – | – | ﹤0.01% | 2150 |
|
|
2021
Q1 | $9K | Hold |
269
| – | – | ﹤0.01% | 2150 |
|
|
2020
Q4 | $9K | Hold |
269
| – | – | ﹤0.01% | 2150 |
|
|
2020
Q3 | $9K | Hold |
269
| – | – | ﹤0.01% | 2150 |
|
|
2020
Q2 | $9K | Hold |
269
| – | – | ﹤0.01% | 2150 |
|
|
2020
Q1 | $9K | Hold |
269
| – | – | ﹤0.01% | 2150 |
|
|
2019
Q4 | $9K | Hold |
269
| – | – | ﹤0.01% | 2150 |
|
|
2019
Q3 | $9K | Hold |
269
| – | – | ﹤0.01% | 2150 |
|
|
2019
Q2 | $9K | Hold |
269
| – | – | ﹤0.01% | 2150 |
|
|
2019
Q1 | $9K | Buy |
+269
| New | +$9K | ﹤0.01% | 2150 |
|