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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $902K | Sell |
11,498
-42,339
| -79% | -$3.49M | ﹤0.01% | 1608 |
|
|
2025
Q4 | $4.42M | Buy |
53,837
+1,686
| +3% | +$139K | 0.01% | 838 |
|
|
2025
Q3 | $4.42M | Sell |
52,151
-1,686
| -3% | -$150K | 0.01% | 769 |
|
|
2025
Q2 | $4.84M | Sell |
53,837
-991
| -2% | -$79.9K | 0.02% | 596 |
|
|
2025
Q1 | $4.26M | Buy |
54,828
+216
| +0.4% | +$17.4K | 0.02% | 574 |
|
|
2024
Q4 | $4.5M | Sell |
54,612
-2,614
| -5% | -$205K | 0.02% | 500 |
|
|
2024
Q3 | $3.96M | Sell |
57,226
-4,422
| -7% | -$295K | 0.02% | 497 |
|
|
2024
Q2 | $3.99M | Sell |
61,648
-551
| -0.9% | -$37K | 0.02% | 471 |
|
|
2024
Q1 | $4.47M | Sell |
62,199
-10,386
| -14% | -$690K | 0.02% | 442 |
|
|
2023
Q4 | $4.61M | Sell |
72,585
-3,983
| -5% | -$232K | 0.02% | 410 |
|
|
2023
Q3 | $4.61M | Sell |
76,568
-942
| -1% | -$57.9K | 0.03% | 372 |
|
|
2023
Q2 | $4.62M | Sell |
77,510
-447
| -0.6% | -$26K | 0.03% | 355 |
|
|
2023
Q1 | $4.49M | Sell |
77,957
-1,083
| -1% | -$64.9K | 0.03% | 340 |
|
|
2022
Q4 | $4.61M | Buy |
79,040
+667
| +0.9% | +$37.5K | 0.03% | 319 |
|
|
2022
Q3 | $3.84M | Buy |
78,373
+2,351
| +3% | +$128K | 0.03% | 322 |
|
|
2022
Q2 | $4.11M | Buy |
76,022
+2,240
| +3% | +$126K | 0.03% | 321 |
|
|
2022
Q1 | $4.44M | Buy |
73,782
+73,396
| +19,015% | +$4.37M | 0.03% | 308 |
|
|
2021
Q4 | $24K | Buy |
+386
| New | +$23.9K | ﹤0.01% | 1898 |
|
|
2021
Q2 | $12K | Hold |
194
| – | – | ﹤0.01% | 2029 |
|
|
2021
Q1 | $12K | Hold |
194
| – | – | ﹤0.01% | 2029 |
|
|
2020
Q4 | $12K | Hold |
194
| – | – | ﹤0.01% | 2029 |
|
|
2020
Q3 | $12K | Hold |
194
| – | – | ﹤0.01% | 2028 |
|
|
2020
Q2 | $12K | Hold |
194
| – | – | ﹤0.01% | 2028 |
|
|
2020
Q1 | $12K | Hold |
194
| – | – | ﹤0.01% | 2028 |
|
|
2019
Q4 | $12K | Hold |
194
| – | – | ﹤0.01% | 2028 |
|
|
2019
Q3 | $12K | Hold |
194
| – | – | ﹤0.01% | 2028 |
|
|
2019
Q2 | $12K | Hold |
194
| – | – | ﹤0.01% | 2028 |
|
|
2019
Q1 | $12K | Buy |
194
+39
| +25% | +$1.95K | ﹤0.01% | 2027 |
|
|
2018
Q4 | $7K | Hold |
155
| – | – | ﹤0.01% | 1457 |
|
|
2018
Q3 | $9K | Sell |
155
-122
| -44% | -$7.56K | ﹤0.01% | 1200 |
|
|
2018
Q2 | $17K | Hold |
277
| – | – | ﹤0.01% | 874 |
|
|
2018
Q1 | $21K | Sell |
277
-188
| -40% | -$14K | ﹤0.01% | 703 |
|
|
2017
Q4 | $33K | Sell |
465
-142
| -23% | -$9.51K | ﹤0.01% | 609 |
|
|
2017
Q3 | $37K | Buy |
607
+297
| +96% | +$16.9K | ﹤0.01% | 576 |
|
|
2017
Q2 | $17K | Hold |
310
| – | – | ﹤0.01% | 669 |
|
|
2017
Q1 | $16K | Sell |
310
-92
| -23% | -$4.64K | ﹤0.01% | 651 |
|
|
2016
Q4 | $20K | Buy |
402
+82
| +26% | +$3.83K | ﹤0.01% | 583 |
|
|
2016
Q3 | $15K | Buy |
320
+181
| +130% | +$8.49K | ﹤0.01% | 607 |
|
|
2016
Q2 | $7K | Sell |
139
-214,606
| -100% | -$10.3M | ﹤0.01% | 594 |
|
|
2016
Q1 | $9.24M | Buy |
+214,745
| New | +$8.81M | 0.81% | 47 |
|
Other funds holding SEIC
VPM
VCM
