Carson Wealth (CWM LLC)’s Sotera Health SHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20K | Sell |
1,762
-3,077
| -64% | -$34.9K | ﹤0.01% | 3923 |
|
|
2025
Q1 | $56K | Sell |
4,839
-14,544
| -75% | -$168K | ﹤0.01% | 2887 |
|
|
2024
Q4 | $265K | Sell |
19,383
-39,180
| -67% | -$536K | ﹤0.01% | 1662 |
|
|
2024
Q3 | $978K | Buy |
58,563
+56,417
| +2,629% | +$942K | ﹤0.01% | 1048 |
|
|
2024
Q2 | $25K | Buy |
2,146
+993
| +86% | +$11.6K | ﹤0.01% | 2974 |
|
|
2024
Q1 | $14K | Hold |
1,153
| – | – | ﹤0.01% | 3147 |
|
|
2023
Q4 | $19K | Sell |
1,153
-502
| -30% | -$8.27K | ﹤0.01% | 2811 |
|
|
2023
Q3 | $25K | Buy |
1,655
+246
| +17% | +$3.72K | ﹤0.01% | 2541 |
|
|
2023
Q2 | $27K | Sell |
1,409
-113
| -7% | -$2.17K | ﹤0.01% | 2435 |
|
|
2023
Q1 | $27K | Buy |
1,522
+113
| +8% | +$2.01K | ﹤0.01% | 2298 |
|
|
2022
Q4 | $12K | Sell |
1,409
-287
| -17% | -$2.44K | ﹤0.01% | 2716 |
|
|
2022
Q3 | $12K | Buy |
1,696
+1,611
| +1,895% | +$11.4K | ﹤0.01% | 2585 |
|
|
2022
Q2 | $2K | Sell |
85
-27
| -24% | -$635 | ﹤0.01% | 3391 |
|
|
2022
Q1 | $2K | Buy |
112
+107
| +2,140% | +$1.91K | ﹤0.01% | 3205 |
|
|
2021
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 3612 |
|