Carson Wealth (CWM LLC)’s Rollins ROL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.21M | Sell |
22,675
-4,429
| -16% | -$264K | ﹤0.01% | 1440 |
|
|
2025
Q4 | $1.63M | Buy |
27,104
+1,712
| +7% | +$101K | ﹤0.01% | 1242 |
|
|
2025
Q3 | $1.49M | Sell |
25,392
-3,937
| -13% | -$224K | ﹤0.01% | 1220 |
|
|
2025
Q2 | $1.66M | Buy |
29,329
+13,162
| +81% | +$738K | 0.01% | 1019 |
|
|
2025
Q1 | $874K | Sell |
16,167
-641
| -4% | -$32.2K | ﹤0.01% | 1203 |
|
|
2024
Q4 | $779K | Sell |
16,808
-874
| -5% | -$42.8K | ﹤0.01% | 1207 |
|
|
2024
Q3 | $894K | Buy |
17,682
+7,549
| +74% | +$373K | ﹤0.01% | 1105 |
|
|
2024
Q2 | $494K | Buy |
10,133
+3,020
| +42% | +$139K | ﹤0.01% | 1201 |
|
|
2024
Q1 | $329K | Buy |
7,113
+436
| +7% | +$19.2K | ﹤0.01% | 1296 |
|
|
2023
Q4 | $292K | Buy |
6,677
+1,248
| +23% | +$48.6K | ﹤0.01% | 1264 |
|
|
2023
Q3 | $203K | Buy |
5,429
+2,112
| +64% | +$85.3K | ﹤0.01% | 1309 |
|
|
2023
Q2 | $142K | Buy |
3,317
+167
| +5% | +$6.79K | ﹤0.01% | 1390 |
|
|
2023
Q1 | $118K | Buy |
3,150
+211
| +7% | +$7.61K | ﹤0.01% | 1409 |
|
|
2022
Q4 | $107K | Buy |
2,939
+204
| +7% | +$7.93K | ﹤0.01% | 1353 |
|
|
2022
Q3 | $95K | Buy |
2,735
+255
| +10% | +$9.2K | ﹤0.01% | 1357 |
|
|
2022
Q2 | $87K | Buy |
2,480
+384
| +18% | +$13.2K | ﹤0.01% | 1373 |
|
|
2022
Q1 | $73K | Buy |
2,096
+576
| +38% | +$18.7K | ﹤0.01% | 1452 |
|
|
2021
Q4 | $52K | Buy |
+1,520
| New | +$53.2K | ﹤0.01% | 1557 |
|
|
2021
Q2 | $25K | Hold |
732
| – | – | ﹤0.01% | 1694 |
|
|
2021
Q1 | $25K | Hold |
732
| – | – | ﹤0.01% | 1694 |
|
|
2020
Q4 | $25K | Sell |
732
-366
| -33% | -$14.2K | ﹤0.01% | 1694 |
|
|
2020
Q3 | $25K | Hold |
1,098
| – | – | ﹤0.01% | 1694 |
|
|
2020
Q2 | $25K | Hold |
1,098
| – | – | ﹤0.01% | 1694 |
|
|
2020
Q1 | $25K | Hold |
1,098
| – | – | ﹤0.01% | 1693 |
|
|
2019
Q4 | $25K | Hold |
1,098
| – | – | ﹤0.01% | 1693 |
|
|
2019
Q3 | $25K | Hold |
1,098
| – | – | ﹤0.01% | 1693 |
|
|
2019
Q2 | $25K | Hold |
1,098
| – | – | ﹤0.01% | 1693 |
|
|
2019
Q1 | $25K | Buy |
1,098
+1,024
| +1,384% | +$26.6K | ﹤0.01% | 1692 |
|
|
2018
Q4 | $2K | Buy |
74
+9
| +14% | +$233 | ﹤0.01% | 1789 |
|
|
2018
Q3 | $2K | Buy |
65
+20
| +44% | +$516 | ﹤0.01% | 1557 |
|
|
2018
Q2 | $1K | Buy |
+45
| New | +$1.02K | ﹤0.01% | 1579 |
|
Other funds holding ROL
VCM
VPM
