Carson Wealth (CWM LLC)’s Stitch Fix SFIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $80K | Sell |
21,721
-10,985
| -34% | -$40.5K | ﹤0.01% | 2902 |
|
|
2025
Q1 | $106K | Buy |
32,706
+973
| +3% | +$3.15K | ﹤0.01% | 2381 |
|
|
2024
Q4 | $137K | Buy |
31,733
+6,558
| +26% | +$28.3K | ﹤0.01% | 2071 |
|
|
2024
Q3 | $71K | Buy |
25,175
+13,308
| +112% | +$37.5K | ﹤0.01% | 2429 |
|
|
2024
Q2 | $49K | Buy |
11,867
+6,762
| +132% | +$27.9K | ﹤0.01% | 2491 |
|
|
2024
Q1 | $13K | Buy |
5,105
+272
| +6% | +$693 | ﹤0.01% | 3195 |
|
|
2023
Q4 | $17K | Sell |
4,833
-1,085
| -18% | -$3.82K | ﹤0.01% | 2881 |
|
|
2023
Q3 | $20K | Sell |
5,918
-4,783
| -45% | -$16.2K | ﹤0.01% | 2692 |
|
|
2023
Q2 | $41K | Sell |
10,701
-100,931
| -90% | -$387K | ﹤0.01% | 2120 |
|
|
2023
Q1 | $570K | Sell |
111,632
-4,129
| -4% | -$21.1K | ﹤0.01% | 851 |
|
|
2022
Q4 | $360K | Sell |
115,761
-19,464
| -14% | -$60.5K | ﹤0.01% | 896 |
|
|
2022
Q3 | $534K | Sell |
135,225
-6,700
| -5% | -$26.5K | ﹤0.01% | 728 |
|
|
2022
Q2 | $701K | Sell |
141,925
-17,477
| -11% | -$86.3K | 0.01% | 656 |
|
|
2022
Q1 | $1.61M | Sell |
159,402
-17,209
| -10% | -$173K | 0.01% | 445 |
|
|
2021
Q4 | $3.34M | Buy |
+176,611
| New | +$3.34M | 0.02% | 347 |
|
|
2021
Q2 | $11.3M | Hold |
187,860
| – | – | 0.09% | 187 |
|
|
2021
Q1 | $11.3M | Hold |
187,860
| – | – | 0.09% | 187 |
|
|
2020
Q4 | $11.3M | Hold |
187,860
| – | – | 0.09% | 187 |
|
|
2020
Q3 | $11.3M | Hold |
187,860
| – | – | 0.09% | 187 |
|
|
2020
Q2 | $11.3M | Hold |
187,860
| – | – | 0.09% | 187 |
|
|
2020
Q1 | $11.3M | Hold |
187,860
| – | – | 0.09% | 187 |
|
|
2019
Q4 | $11.3M | Hold |
187,860
| – | – | 0.09% | 187 |
|
|
2019
Q3 | $11.3M | Hold |
187,860
| – | – | 0.09% | 187 |
|
|
2019
Q2 | $11.3M | Hold |
187,860
| – | – | 0.09% | 187 |
|
|
2019
Q1 | $11.3M | Buy |
187,860
+137,172
| +271% | +$8.27M | 0.09% | 187 |
|
|
2018
Q4 | $866K | Buy |
50,688
+49,188
| +3,279% | +$840K | 0.02% | 382 |
|
|
2018
Q3 | $66K | Buy |
+1,500
| New | +$66K | ﹤0.01% | 691 |
|