Carson Wealth (CWM LLC)’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.42M | Sell |
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|
2025
Q2 | $4.84M | Sell |
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|
2025
Q1 | $4.26M | Buy |
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|
2024
Q4 | $4.5M | Sell |
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|
2024
Q3 | $3.96M | Sell |
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|
2024
Q2 | $3.99M | Sell |
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|
2024
Q1 | $4.47M | Sell |
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|
2023
Q4 | $4.61M | Sell |
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|
2023
Q3 | $4.61M | Sell |
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|
2023
Q2 | $4.62M | Sell |
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|
2023
Q1 | $4.49M | Sell |
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|
2022
Q4 | $4.61M | Buy |
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|
2022
Q3 | $3.84M | Buy |
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|
2022
Q2 | $4.11M | Buy |
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|
2022
Q1 | $4.44M | Buy |
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|
2021
Q4 | $24K | Buy |
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|
2021
Q2 | $12K | Hold |
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|
2021
Q1 | $12K | Hold |
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|
2020
Q4 | $12K | Hold |
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|
2020
Q3 | $12K | Hold |
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|
2020
Q2 | $12K | Hold |
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|
2020
Q1 | $12K | Hold |
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|
2019
Q4 | $12K | Hold |
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|
2019
Q3 | $12K | Hold |
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|
2019
Q2 | $12K | Hold |
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|
2019
Q1 | $12K | Buy |
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|
2018
Q4 | $7K | Hold |
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|
2018
Q3 | $9K | Sell |
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|
2018
Q2 | $17K | Hold |
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|
2018
Q1 | $21K | Sell |
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|
2017
Q4 | $33K | Sell |
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|
2017
Q3 | $37K | Buy |
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|
2017
Q2 | $17K | Hold |
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|
2017
Q1 | $16K | Sell |
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|
2016
Q4 | $20K | Buy |
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|
2016
Q3 | $15K | Buy |
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|
2016
Q2 | $7K | Sell |
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|
2016
Q1 | $9.24M | Buy |
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