Carson Wealth (CWM LLC)’s Southern Copper SCCO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$444K Sell
4,437
-264
-6% -$26.4K ﹤0.01% 1645
2025
Q1
$431K Buy
4,701
+164
+4% +$15K ﹤0.01% 1511
2024
Q4
$402K Buy
4,537
+27
+0.6% +$2.39K ﹤0.01% 1469
2024
Q3
$505K Sell
4,510
-142
-3% -$15.9K ﹤0.01% 1311
2024
Q2
$482K Sell
4,652
-344
-7% -$35.6K ﹤0.01% 1208
2024
Q1
$507K Buy
4,996
+450
+10% +$45.7K ﹤0.01% 1135
2023
Q4
$373K Buy
4,546
+144
+3% +$11.8K ﹤0.01% 1171
2023
Q3
$316K Buy
4,402
+131
+3% +$9.4K ﹤0.01% 1137
2023
Q2
$292K Sell
4,271
-4,143
-49% -$283K ﹤0.01% 1114
2023
Q1
$611K Buy
8,414
+4,555
+118% +$331K ﹤0.01% 825
2022
Q4
$222K Buy
3,859
+573
+17% +$33K ﹤0.01% 1059
2022
Q3
$140K Buy
3,286
+116
+4% +$4.94K ﹤0.01% 1187
2022
Q2
$150K Buy
3,170
+1,894
+148% +$89.6K ﹤0.01% 1157
2022
Q1
$92K Sell
1,276
-1,033
-45% -$74.5K ﹤0.01% 1353
2021
Q4
$136K Buy
+2,309
New +$136K ﹤0.01% 1182
2021
Q2
$123K Hold
2,008
﹤0.01% 1061
2021
Q1
$123K Hold
2,008
﹤0.01% 1061
2020
Q4
$123K Hold
2,008
﹤0.01% 1061
2020
Q3
$123K Hold
2,008
﹤0.01% 1061
2020
Q2
$123K Hold
2,008
﹤0.01% 1061
2020
Q1
$123K Hold
2,008
﹤0.01% 1061
2019
Q4
$123K Hold
2,008
﹤0.01% 1061
2019
Q3
$123K Hold
2,008
﹤0.01% 1061
2019
Q2
$123K Hold
2,008
﹤0.01% 1061
2019
Q1
$123K Buy
2,008
+1,989
+10,468% +$122K ﹤0.01% 1061
2018
Q4
$1K Sell
19
-1
-5% -$53 ﹤0.01% 1974
2018
Q3
$1K Buy
+20
New +$1K ﹤0.01% 1736
2017
Q3
Sell
-16
Closed -$1K 1553
2017
Q2
$1K Buy
+16
New +$1K ﹤0.01% 1131
2017
Q1
Sell
-69
Closed -$2K 1301
2016
Q4
$2K Buy
+69
New +$2K ﹤0.01% 998