Carson Wealth (CWM LLC)’s SentinelOne S Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
61,844
+26,370
| +74% | +$482K | ﹤0.01% | 1185 |
|
|
2025
Q1 | $645K | Buy |
35,474
+9,397
| +36% | +$171K | ﹤0.01% | 1349 |
|
|
2024
Q4 | $579K | Sell |
26,077
-2,037
| -7% | -$45.2K | ﹤0.01% | 1321 |
|
|
2024
Q3 | $672K | Buy |
28,114
+22,394
| +392% | +$535K | ﹤0.01% | 1199 |
|
|
2024
Q2 | $120K | Buy |
5,720
+3,936
| +221% | +$82.6K | ﹤0.01% | 1856 |
|
|
2024
Q1 | $42K | Sell |
1,784
-139
| -7% | -$3.27K | ﹤0.01% | 2417 |
|
|
2023
Q4 | $53K | Sell |
1,923
-11
| -0.6% | -$303 | ﹤0.01% | 2143 |
|
|
2023
Q3 | $33K | Sell |
1,934
-35
| -2% | -$597 | ﹤0.01% | 2349 |
|
|
2023
Q2 | $30K | Buy |
1,969
+718
| +57% | +$10.9K | ﹤0.01% | 2373 |
|
|
2023
Q1 | $20K | Sell |
1,251
-835
| -40% | -$13.3K | ﹤0.01% | 2522 |
|
|
2022
Q4 | $30K | Buy |
2,086
+1,707
| +450% | +$24.5K | ﹤0.01% | 2085 |
|
|
2022
Q3 | $10K | Buy |
379
+68
| +22% | +$1.79K | ﹤0.01% | 2694 |
|
|
2022
Q2 | $7K | Buy |
+311
| New | +$7K | ﹤0.01% | 2820 |
|
|
2022
Q1 | – | Sell |
-250
| Closed | -$13K | – | 3805 |
|
|
2021
Q4 | $13K | Buy |
+250
| New | +$13K | ﹤0.01% | 2213 |
|