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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $257K | Buy |
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|
2025
Q2 | $80K | Sell |
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|
2025
Q1 | $106K | Buy |
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|
2024
Q4 | $137K | Buy |
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|
2024
Q3 | $71K | Buy |
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|
2024
Q2 | $49K | Buy |
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|
2024
Q1 | $13K | Buy |
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|
2023
Q4 | $17K | Sell |
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|
2023
Q3 | $20K | Sell |
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|
2023
Q2 | $41K | Sell |
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|
2023
Q1 | $570K | Sell |
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|
2022
Q4 | $360K | Sell |
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|
2022
Q3 | $534K | Sell |
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|
2022
Q2 | $701K | Sell |
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|
2022
Q1 | $1.6M | Sell |
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|
2021
Q4 | $3.34M | Buy |
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|
2021
Q2 | $11.3M | Hold |
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|
2021
Q1 | $11.3M | Hold |
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|
2020
Q4 | $11.3M | Hold |
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|
2020
Q3 | $11.3M | Hold |
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|
2020
Q2 | $11.3M | Hold |
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|
2020
Q1 | $11.3M | Hold |
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|
2019
Q4 | $11.3M | Hold |
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|
2019
Q3 | $11.3M | Hold |
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|
2019
Q2 | $11.3M | Hold |
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|
2019
Q1 | $11.3M | Buy |
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|
2018
Q4 | $866K | Buy |
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|
2018
Q3 | $66K | Buy |
|