Carson Wealth (CWM LLC)’s EchoStar SATS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$50K Sell
1,803
-201
-10% -$5.57K ﹤0.01% 3282
2025
Q1
$51K Buy
2,004
+88
+5% +$2.24K ﹤0.01% 2976
2024
Q4
$44K Buy
1,916
+61
+3% +$1.4K ﹤0.01% 2898
2024
Q3
$46K Buy
1,855
+35
+2% +$868 ﹤0.01% 2752
2024
Q2
$32K Buy
1,820
+105
+6% +$1.85K ﹤0.01% 2790
2024
Q1
$24K Buy
1,715
+1,224
+249% +$17.1K ﹤0.01% 2781
2023
Q4
$8K Sell
491
-76
-13% -$1.24K ﹤0.01% 3299
2023
Q3
$9K Sell
567
-61,728
-99% -$980K ﹤0.01% 3203
2023
Q2
$1.08M Sell
62,295
-2,636
-4% -$45.7K 0.01% 691
2023
Q1
$1.19M Buy
64,931
+1,680
+3% +$30.7K 0.01% 612
2022
Q4
$1.06M Buy
63,251
+5,064
+9% +$84.5K 0.01% 599
2022
Q3
$958K Sell
58,187
-872
-1% -$14.4K 0.01% 570
2022
Q2
$1.14M Buy
+59,059
New +$1.14M 0.01% 534
2021
Q2
$0 Hold
9
﹤0.01% 2956
2021
Q1
$0 Hold
9
﹤0.01% 2956
2020
Q4
$0 Hold
9
﹤0.01% 2956
2020
Q3
$0 Hold
9
﹤0.01% 2956
2020
Q2
$0 Hold
9
﹤0.01% 2956
2020
Q1
$0 Hold
9
﹤0.01% 2956
2019
Q4
$0 Hold
9
﹤0.01% 2956
2019
Q3
$0 Sell
9
-2
-18% ﹤0.01% 2956
2019
Q2
$0 Hold
11
﹤0.01% 2956
2019
Q1
$0 Buy
+11
New ﹤0.01% 3200
2017
Q4
Sell
-9
Closed 1564
2017
Q3
$0 Buy
+9
New ﹤0.01% 1552
2016
Q3
Sell
-49
Closed -$2K 1053
2016
Q2
$2K Hold
49
﹤0.01% 717
2016
Q1
$2K Hold
49
﹤0.01% 685
2015
Q4
$2K Hold
49
﹤0.01% 603
2015
Q3
$2K Buy
+49
New +$2K ﹤0.01% 581
2014
Q1
Sell
-49
Closed -$2K 386
2013
Q4
$2K Hold
49
﹤0.01% 543
2013
Q3
$2K Buy
+49
New +$2K ﹤0.01% 428