Carson Wealth (CWM LLC)’s Sea Limited SE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $586K | Sell |
7,075
-884
| -11% | -$94.7K | ﹤0.01% | 1896 |
|
|
2025
Q4 | $1.01M | Buy |
7,959
+2,517
| +46% | +$373K | ﹤0.01% | 1490 |
|
|
2025
Q3 | $973K | Buy |
5,442
+792
| +17% | +$136K | ﹤0.01% | 1425 |
|
|
2025
Q2 | $744K | Sell |
4,650
-83
| -2% | -$12K | ﹤0.01% | 1406 |
|
|
2025
Q1 | $618K | Sell |
4,733
-198
| -4% | -$24.6K | ﹤0.01% | 1377 |
|
|
2024
Q4 | $523K | Sell |
4,931
-305
| -6% | -$32.1K | ﹤0.01% | 1359 |
|
|
2024
Q3 | $494K | Sell |
5,236
-1,230
| -19% | -$92.8K | ﹤0.01% | 1318 |
|
|
2024
Q2 | $462K | Buy |
6,466
+70
| +1% | +$4.63K | ﹤0.01% | 1222 |
|
|
2024
Q1 | $344K | Buy |
6,396
+296
| +5% | +$13.6K | ﹤0.01% | 1273 |
|
|
2023
Q4 | $247K | Buy |
6,100
+1,793
| +42% | +$73.1K | ﹤0.01% | 1327 |
|
|
2023
Q3 | $189K | Buy |
4,307
+2,666
| +162% | +$130K | ﹤0.01% | 1337 |
|
|
2023
Q2 | $95K | Buy |
1,641
+571
| +53% | +$40.7K | ﹤0.01% | 1596 |
|
|
2023
Q1 | $93K | Buy |
1,070
+17
| +2% | +$1.16K | ﹤0.01% | 1530 |
|
|
2022
Q4 | $55K | Buy |
1,053
+219
| +26% | +$11.8K | ﹤0.01% | 1681 |
|
|
2022
Q3 | $47K | Buy |
834
+97
| +13% | +$6.75K | ﹤0.01% | 1690 |
|
|
2022
Q2 | $49K | Buy |
737
+42
| +6% | +$3.58K | ﹤0.01% | 1645 |
|
|
2022
Q1 | $83K | Sell |
695
-79
| -10% | -$11.1K | ﹤0.01% | 1399 |
|
|
2021
Q4 | $173K | Buy |
+774
| New | +$231K | ﹤0.01% | 1088 |
|
|
2021
Q2 | $112K | Hold |
407
| – | – | ﹤0.01% | 1096 |
|
|
2021
Q1 | $112K | Hold |
407
| – | – | ﹤0.01% | 1096 |
|
|
2020
Q4 | $112K | Hold |
407
| – | – | ﹤0.01% | 1096 |
|
|
2020
Q3 | $112K | Hold |
407
| – | – | ﹤0.01% | 1096 |
|
|
2020
Q2 | $112K | Hold |
407
| – | – | ﹤0.01% | 1096 |
|
|
2020
Q1 | $112K | Hold |
407
| – | – | ﹤0.01% | 1096 |
|
|
2019
Q4 | $112K | Hold |
407
| – | – | ﹤0.01% | 1096 |
|
|
2019
Q3 | $112K | Hold |
407
| – | – | ﹤0.01% | 1096 |
|
|
2019
Q2 | $112K | Hold |
407
| – | – | ﹤0.01% | 1096 |
|
|
2019
Q1 | $112K | Buy |
+407
| New | +$7.13K | ﹤0.01% | 1096 |
|
Other funds holding SE
