Carson Wealth (CWM LLC)’s Service Corp International SCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $26.6M | Buy |
|
|||||
|
2025
Q2 | $25.7M | Buy |
|
|||||
|
2025
Q1 | $24.6M | Sell |
|
|||||
|
2024
Q4 | $25.3M | Sell |
|
|||||
|
2024
Q3 | $26.3M | Sell |
|
|||||
|
2024
Q2 | $24.8M | Sell |
|
|||||
|
2024
Q1 | $27.2M | Sell |
|
|||||
|
2023
Q4 | $26.8M | Sell |
|
|||||
|
2023
Q3 | $24.7M | Sell |
|
|||||
|
2023
Q2 | $30.6M | Sell |
|
|||||
|
2023
Q1 | $35.6M | Sell |
|
|||||
|
2022
Q4 | $36.8M | Buy |
|
|||||
|
2022
Q3 | $30.4M | Buy |
|
|||||
|
2022
Q2 | $36.1M | Buy |
|
|||||
|
2022
Q1 | $34.2M | Sell |
|
|||||
|
2021
Q4 | $37.1M | Buy |
|
|||||
|
2021
Q2 | $29.3M | Hold |
|
|||||
|
2021
Q1 | $29.3M | Hold |
|
|||||
|
2020
Q4 | $29.3M | Hold |
|
|||||
|
2020
Q3 | $29.3M | Hold |
|
|||||
|
2020
Q2 | $29.3M | Hold |
|
|||||
|
2020
Q1 | $29.3M | Hold |
|
|||||
|
2019
Q4 | $29.3M | Hold |
|
|||||
|
2019
Q3 | $29.3M | Hold |
|
|||||
|
2019
Q2 | $29.3M | Hold |
|
|||||
|
2019
Q1 | $29.3M | Buy |
|
|||||
|
2018
Q4 | $9K | Sell |
|
|||||
|
2018
Q3 | $10K | Buy |
|
|||||
|
2018
Q2 | $8K | Hold |
|
|||||
|
2018
Q1 | $8K | Hold |
|
|||||
|
2017
Q4 | $8K | Hold |
|
|||||
|
2017
Q3 | $7K | Sell |
|
|||||
|
2017
Q2 | $7K | Hold |
|
|||||
|
2017
Q1 | $7K | Hold |
|
|||||
|
2016
Q4 | $6K | Hold |
|
|||||
|
2016
Q3 | $6K | Hold |
|
|||||
|
2016
Q2 | $6K | Buy |
|
|||||
|
2016
Q1 | $5K | Buy |
|
|||||
|
2013
Q4 | – | Sell |
|
|||||
|
2013
Q3 | $6K | Buy |
|