Carson Wealth (CWM LLC)’s Sotera Health SHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.97M | Buy |
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|
2025
Q4 | $1.22M | Buy |
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|
2025
Q3 | $82K | Buy |
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|
2025
Q2 | $20K | Sell |
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|
2025
Q1 | $56K | Sell |
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|
2024
Q4 | $265K | Sell |
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|
2024
Q3 | $978K | Buy |
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|
2024
Q2 | $25K | Buy |
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|
2024
Q1 | $14K | Hold |
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|
2023
Q4 | $19K | Sell |
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|
2023
Q3 | $25K | Buy |
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|
2023
Q2 | $27K | Sell |
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|
2023
Q1 | $27K | Buy |
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|
2022
Q4 | $12K | Sell |
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|
2022
Q3 | $12K | Buy |
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|
2022
Q2 | $2K | Sell |
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|
2022
Q1 | $2K | Buy |
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|
2021
Q4 | $0 | Buy |
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