Carson Wealth (CWM LLC)’s Royal Bank of Canada RY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.04M | Buy |
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|
2025
Q2 | $1.4M | Buy |
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|
2025
Q1 | $293K | Sell |
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|
2024
Q4 | $442K | Sell |
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|
2024
Q3 | $465K | Buy |
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|
2024
Q2 | $391K | Buy |
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|
2024
Q1 | $251K | Buy |
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|
2023
Q4 | $241K | Buy |
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|
2023
Q3 | $193K | Buy |
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|
2023
Q2 | $206K | Sell |
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|
2023
Q1 | $250K | Buy |
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|
2022
Q4 | $182K | Sell |
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|
2022
Q3 | $188K | Sell |
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|
2022
Q2 | $209K | Sell |
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|
2022
Q1 | $242K | Buy |
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|
2021
Q4 | $139K | Buy |
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|
2021
Q2 | $64K | Hold |
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|
2021
Q1 | $64K | Hold |
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|
2020
Q4 | $64K | Hold |
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|
2020
Q3 | $64K | Hold |
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|
2020
Q2 | $64K | Hold |
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|
2020
Q1 | $64K | Hold |
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|
2019
Q4 | $64K | Hold |
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|
2019
Q3 | $64K | Hold |
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|
2019
Q2 | $64K | Hold |
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|
2019
Q1 | $64K | Buy |
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|
2018
Q4 | $15K | Buy |
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|
2018
Q3 | $10K | Buy |
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|
2018
Q2 | $3K | Buy |
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|
2018
Q1 | $1K | Hold |
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|
2017
Q4 | $1K | Sell |
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|
2017
Q3 | $4K | Buy |
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|
2017
Q2 | $1K | Hold |
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|
2017
Q1 | $1K | Buy |
|