Carson Wealth (CWM LLC)’s SL Green Realty SLG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $126K | Buy |
3,421
+1,878
| +122% | +$78.2K | ﹤0.01% | 3075 |
|
|
2025
Q4 | $71K | Sell |
1,543
-79
| -5% | -$3.9K | ﹤0.01% | 3347 |
|
|
2025
Q3 | $97K | Sell |
1,622
-87
| -5% | -$5.15K | ﹤0.01% | 3015 |
|
|
2025
Q2 | $106K | Sell |
1,709
-2
| -0.1% | -$114 | ﹤0.01% | 2664 |
|
|
2025
Q1 | $99K | Sell |
1,711
-19
| -1% | -$1.2K | ﹤0.01% | 2435 |
|
|
2024
Q4 | $117K | Buy |
1,730
+26
| +2% | +$1.92K | ﹤0.01% | 2186 |
|
|
2024
Q3 | $119K | Sell |
1,704
-237
| -12% | -$15.2K | ﹤0.01% | 2093 |
|
|
2024
Q2 | $110K | Buy |
1,941
+54
| +3% | +$2.84K | ﹤0.01% | 1913 |
|
|
2024
Q1 | $104K | Sell |
1,887
-137
| -7% | -$6.49K | ﹤0.01% | 1864 |
|
|
2023
Q4 | $91K | Sell |
2,024
-573
| -22% | -$21.1K | ﹤0.01% | 1820 |
|
|
2023
Q3 | $97K | Sell |
2,597
-116
| -4% | -$4.17K | ﹤0.01% | 1646 |
|
|
2023
Q2 | $82K | Buy |
2,713
+3
| +0.1% | +$72 | ﹤0.01% | 1675 |
|
|
2023
Q1 | $64K | Buy |
2,710
+1,644
| +154% | +$55.5K | ﹤0.01% | 1736 |
|
|
2022
Q4 | $36K | Buy |
1,066
+910
| +583% | +$34.6K | ﹤0.01% | 1960 |
|
|
2022
Q3 | $6K | Sell |
156
-580
| -79% | -$27K | ﹤0.01% | 3005 |
|
|
2022
Q2 | $34K | Buy |
736
+672
| +1,050% | +$42.7K | ﹤0.01% | 1822 |
|
|
2022
Q1 | $5K | Buy |
64
+44
| +220% | +$3.46K | ﹤0.01% | 2871 |
|
|
2021
Q4 | $2K | Buy |
+20
| New | +$1.47K | ﹤0.01% | 3176 |
|
|
2021
Q2 | $6K | Hold |
74
| – | – | ﹤0.01% | 2314 |
|
|
2021
Q1 | $6K | Buy |
74
+2
| +3% | +$135 | ﹤0.01% | 2314 |
|
|
2020
Q4 | $6K | Sell |
72
-4
| -5% | -$212 | ﹤0.01% | 2313 |
|
|
2020
Q3 | $6K | Hold |
76
| – | – | ﹤0.01% | 2313 |
|
|
2020
Q2 | $6K | Hold |
76
| – | – | ﹤0.01% | 2313 |
|
|
2020
Q1 | $6K | Hold |
76
| – | – | ﹤0.01% | 2313 |
|
|
2019
Q4 | $6K | Hold |
76
| – | – | ﹤0.01% | 2313 |
|
|
2019
Q3 | $6K | Hold |
76
| – | – | ﹤0.01% | 2312 |
|
|
2019
Q2 | $6K | Hold |
76
| – | – | ﹤0.01% | 2312 |
|
|
2019
Q1 | $6K | Buy |
+76
| New | +$6.58K | ﹤0.01% | 2312 |
|
|
2018
Q1 | – | Sell |
-136
| Closed | -$13K | – | 1529 |
|
|
2017
Q4 | $13K | Sell |
136
-14
| -9% | -$1.36K | ﹤0.01% | 826 |
|
|
2017
Q3 | $15K | Buy |
+150
| New | +$14.5K | ﹤0.01% | 789 |
|
Other funds holding SLG
Carson Wealth (CWM LLC)'s SLG Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its SL Green Realty (SLG) stake by 122% in Q1 2026, buying an estimated $78.2K and bringing the position to 3,421 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #3075.
Carson Wealth (CWM LLC) first reported a position in SLG in Q3 2017 and has held it in 30 quarters since. 327 funds tracked by Wall St. Rank hold SLG as of Q1 2026.
- Carson Wealth (CWM LLC) held 3,421 shares of SL Green Realty worth $126K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 1,878 SL Green Realty shares in Q1 2026, an estimated $78.2K.
- SL Green Realty made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3075 holding.
- Carson Wealth (CWM LLC) first reported a position in SL Green Realty in Q3 2017 and has held it in 30 quarters since.
- 327 funds tracked by Wall St. Rank held SL Green Realty as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.