Carson Wealth (CWM LLC)’s Royal Bank of Canada RY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Buy |
10,659
+8,062
| +310% | +$1.06M | ﹤0.01% | 1090 |
|
|
2025
Q1 | $293K | Sell |
2,597
-1,073
| -29% | -$121K | ﹤0.01% | 1682 |
|
|
2024
Q4 | $442K | Sell |
3,670
-60
| -2% | -$7.23K | ﹤0.01% | 1428 |
|
|
2024
Q3 | $465K | Buy |
3,730
+53
| +1% | +$6.61K | ﹤0.01% | 1343 |
|
|
2024
Q2 | $391K | Buy |
3,677
+1,187
| +48% | +$126K | ﹤0.01% | 1285 |
|
|
2024
Q1 | $251K | Buy |
2,490
+106
| +4% | +$10.7K | ﹤0.01% | 1406 |
|
|
2023
Q4 | $241K | Buy |
2,384
+175
| +8% | +$17.7K | ﹤0.01% | 1336 |
|
|
2023
Q3 | $193K | Buy |
2,209
+48
| +2% | +$4.19K | ﹤0.01% | 1326 |
|
|
2023
Q2 | $206K | Sell |
2,161
-457
| -17% | -$43.6K | ﹤0.01% | 1239 |
|
|
2023
Q1 | $250K | Buy |
2,618
+680
| +35% | +$64.9K | ﹤0.01% | 1113 |
|
|
2022
Q4 | $182K | Sell |
1,938
-153
| -7% | -$14.4K | ﹤0.01% | 1133 |
|
|
2022
Q3 | $188K | Sell |
2,091
-69
| -3% | -$6.2K | ﹤0.01% | 1081 |
|
|
2022
Q2 | $209K | Sell |
2,160
-36
| -2% | -$3.48K | ﹤0.01% | 1033 |
|
|
2022
Q1 | $242K | Buy |
2,196
+882
| +67% | +$97.2K | ﹤0.01% | 959 |
|
|
2021
Q4 | $139K | Buy |
+1,314
| New | +$139K | ﹤0.01% | 1172 |
|
|
2021
Q2 | $64K | Hold |
633
| – | – | ﹤0.01% | 1297 |
|
|
2021
Q1 | $64K | Hold |
633
| – | – | ﹤0.01% | 1297 |
|
|
2020
Q4 | $64K | Hold |
633
| – | – | ﹤0.01% | 1297 |
|
|
2020
Q3 | $64K | Hold |
633
| – | – | ﹤0.01% | 1297 |
|
|
2020
Q2 | $64K | Hold |
633
| – | – | ﹤0.01% | 1297 |
|
|
2020
Q1 | $64K | Hold |
633
| – | – | ﹤0.01% | 1297 |
|
|
2019
Q4 | $64K | Hold |
633
| – | – | ﹤0.01% | 1297 |
|
|
2019
Q3 | $64K | Hold |
633
| – | – | ﹤0.01% | 1297 |
|
|
2019
Q2 | $64K | Hold |
633
| – | – | ﹤0.01% | 1297 |
|
|
2019
Q1 | $64K | Buy |
633
+414
| +189% | +$41.9K | ﹤0.01% | 1297 |
|
|
2018
Q4 | $15K | Buy |
219
+99
| +83% | +$6.78K | ﹤0.01% | 1219 |
|
|
2018
Q3 | $10K | Buy |
120
+75
| +167% | +$6.25K | ﹤0.01% | 1154 |
|
|
2018
Q2 | $3K | Buy |
45
+27
| +150% | +$1.8K | ﹤0.01% | 1305 |
|
|
2018
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 1318 |
|
|
2017
Q4 | $1K | Sell |
18
-37
| -67% | -$2.06K | ﹤0.01% | 1389 |
|
|
2017
Q3 | $4K | Buy |
55
+37
| +206% | +$2.69K | ﹤0.01% | 1154 |
|
|
2017
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 1129 |
|
|
2017
Q1 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 1098 |
|