Carson Wealth (CWM LLC)’s Sharecare, Inc. Class A Common Stock SHCR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SHCR Stock Details SHCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-60	Closed	–	–	5266
2024 Q3	$0	Sell	60 -1,197	-95%	-$1.66K	﹤0.01%	5247
2024 Q2	$2K	Buy	1,257 +1,228	+4,234%	+$1.01K	﹤0.01%	4283
2024 Q1	$0	Buy	+29	New	+$29	﹤0.01%	4832

Other funds holding SHCR

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SHCR Position: Q4 2024 in Review

Carson Wealth (CWM LLC) sold out of Sharecare, Inc. Class A Common Stock (SHCR) in Q4 2024, closing a stake of 60 shares.

Carson Wealth (CWM LLC) first reported a position in SHCR in Q1 2024 and held it in 3 quarters. The position peaked at $2K in Q2 2024. 1 fund tracked by Wall St. Rank holds SHCR as of Q4 2024.

Carson Wealth (CWM LLC) reported no remaining Sharecare, Inc. Class A Common Stock position as of Q4 2024 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 60 Sharecare, Inc. Class A Common Stock shares in Q4 2024.
Carson Wealth (CWM LLC) first reported a position in Sharecare, Inc. Class A Common Stock in Q1 2024 and held it in 3 quarters.
Carson Wealth (CWM LLC)'s Sharecare, Inc. Class A Common Stock position peaked at $2K in Q2 2024.
1 fund tracked by Wall St. Rank held Sharecare, Inc. Class A Common Stock as of Q4 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2024, filed 4 Feb 2025.