Carson Wealth (CWM LLC)’s Stitch Fix SFIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $370K | Buy |
111,668
+54,546
| +95% | +$223K | ﹤0.01% | 2246 |
|
|
2025
Q4 | $300K | Sell |
57,122
-1,927
| -3% | -$8.79K | ﹤0.01% | 2256 |
|
|
2025
Q3 | $257K | Buy |
59,049
+37,328
| +172% | +$184K | ﹤0.01% | 2254 |
|
|
2025
Q2 | $80K | Sell |
21,721
-10,985
| -34% | -$41.1K | ﹤0.01% | 2904 |
|
|
2025
Q1 | $106K | Buy |
32,706
+973
| +3% | +$4.43K | ﹤0.01% | 2383 |
|
|
2024
Q4 | $137K | Buy |
31,733
+6,558
| +26% | +$24.1K | ﹤0.01% | 2073 |
|
|
2024
Q3 | $71K | Buy |
25,175
+13,308
| +112% | +$51.8K | ﹤0.01% | 2431 |
|
|
2024
Q2 | $49K | Buy |
11,867
+6,762
| +132% | +$18.3K | ﹤0.01% | 2493 |
|
|
2024
Q1 | $13K | Buy |
5,105
+272
| +6% | +$837 | ﹤0.01% | 3197 |
|
|
2023
Q4 | $17K | Sell |
4,833
-1,085
| -18% | -$3.83K | ﹤0.01% | 2884 |
|
|
2023
Q3 | $20K | Sell |
5,918
-4,783
| -45% | -$19.1K | ﹤0.01% | 2693 |
|
|
2023
Q2 | $41K | Sell |
10,701
-100,931
| -90% | -$382K | ﹤0.01% | 2123 |
|
|
2023
Q1 | $570K | Sell |
111,632
-4,129
| -4% | -$19.3K | ﹤0.01% | 853 |
|
|
2022
Q4 | $360K | Sell |
115,761
-19,464
| -14% | -$72.8K | ﹤0.01% | 898 |
|
|
2022
Q3 | $534K | Sell |
135,225
-6,700
| -5% | -$38K | ﹤0.01% | 730 |
|
|
2022
Q2 | $701K | Sell |
141,925
-17,477
| -11% | -$146K | 0.01% | 658 |
|
|
2022
Q1 | $1.6M | Sell |
159,402
-17,209
| -10% | -$238K | 0.01% | 446 |
|
|
2021
Q4 | $3.34M | Buy |
+176,611
| New | +$5.06M | 0.02% | 347 |
|
|
2021
Q2 | $11.3M | Hold |
187,860
| – | – | 0.09% | 188 |
|
|
2021
Q1 | $11.3M | Hold |
187,860
| – | – | 0.09% | 188 |
|
|
2020
Q4 | $11.3M | Hold |
187,860
| – | – | 0.09% | 188 |
|
|
2020
Q3 | $11.3M | Hold |
187,860
| – | – | 0.09% | 188 |
|
|
2020
Q2 | $11.3M | Hold |
187,860
| – | – | 0.09% | 188 |
|
|
2020
Q1 | $11.3M | Hold |
187,860
| – | – | 0.09% | 188 |
|
|
2019
Q4 | $11.3M | Hold |
187,860
| – | – | 0.09% | 188 |
|
|
2019
Q3 | $11.3M | Hold |
187,860
| – | – | 0.09% | 188 |
|
|
2019
Q2 | $11.3M | Hold |
187,860
| – | – | 0.09% | 188 |
|
|
2019
Q1 | $11.3M | Buy |
187,860
+137,172
| +271% | +$3.41M | 0.09% | 188 |
|
|
2018
Q4 | $866K | Buy |
50,688
+49,188
| +3,279% | +$1.22M | 0.02% | 383 |
|
|
2018
Q3 | $66K | Buy |
+1,500
| New | +$54.7K | ﹤0.01% | 693 |
|
Other funds holding SFIX
DGI
WCAU
VCM
