Carson Wealth (CWM LLC)’s Stepan Co SCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $933K | Buy |
17,100
+5,612
| +49% | +$306K | ﹤0.01% | 1272 |
|
|
2025
Q1 | $632K | Buy |
11,488
+1,105
| +11% | +$60.8K | ﹤0.01% | 1360 |
|
|
2024
Q4 | $672K | Sell |
10,383
-117
| -1% | -$7.57K | ﹤0.01% | 1268 |
|
|
2024
Q3 | $811K | Buy |
10,500
+287
| +3% | +$22.2K | ﹤0.01% | 1142 |
|
|
2024
Q2 | $857K | Sell |
10,213
-732
| -7% | -$61.4K | ﹤0.01% | 977 |
|
|
2024
Q1 | $986K | Sell |
10,945
-528
| -5% | -$47.6K | ﹤0.01% | 859 |
|
|
2023
Q4 | $1.09M | Sell |
11,473
-374
| -3% | -$35.4K | 0.01% | 771 |
|
|
2023
Q3 | $888K | Buy |
11,847
+498
| +4% | +$37.3K | 0.01% | 794 |
|
|
2023
Q2 | $1.09M | Sell |
11,349
-440
| -4% | -$42.1K | 0.01% | 686 |
|
|
2023
Q1 | $1.22M | Buy |
11,789
+230
| +2% | +$23.7K | 0.01% | 599 |
|
|
2022
Q4 | $1.23M | Buy |
11,559
+506
| +5% | +$53.9K | 0.01% | 555 |
|
|
2022
Q3 | $1.04M | Sell |
11,053
-373
| -3% | -$34.9K | 0.01% | 551 |
|
|
2022
Q2 | $1.16M | Sell |
11,426
-299
| -3% | -$30.3K | 0.01% | 528 |
|
|
2022
Q1 | $1.16M | Sell |
11,725
-1,754
| -13% | -$173K | 0.01% | 525 |
|
|
2021
Q4 | $1.68M | Buy |
+13,479
| New | +$1.68M | 0.01% | 473 |
|
|
2021
Q2 | $1.71M | Hold |
14,209
| – | – | 0.01% | 476 |
|
|
2021
Q1 | $1.71M | Hold |
14,209
| – | – | 0.01% | 476 |
|
|
2020
Q4 | $1.71M | Hold |
14,209
| – | – | 0.01% | 476 |
|
|
2020
Q3 | $1.71M | Hold |
14,209
| – | – | 0.01% | 476 |
|
|
2020
Q2 | $1.71M | Hold |
14,209
| – | – | 0.01% | 476 |
|
|
2020
Q1 | $1.71M | Hold |
14,209
| – | – | 0.01% | 476 |
|
|
2019
Q4 | $1.71M | Hold |
14,209
| – | – | 0.01% | 476 |
|
|
2019
Q3 | $1.71M | Hold |
14,209
| – | – | 0.01% | 476 |
|
|
2019
Q2 | $1.71M | Hold |
14,209
| – | – | 0.01% | 476 |
|
|
2019
Q1 | $1.71M | Buy |
14,209
+14,202
| +202,886% | +$1.71M | 0.01% | 476 |
|
|
2018
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 1975 |
|
|
2018
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 1737 |
|
|
2018
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 1581 |
|
|
2018
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 1322 |
|
|
2017
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 1392 |
|
|
2017
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 1411 |
|
|
2017
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 1132 |
|
|
2017
Q1 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 1101 |
|