Carson Wealth (CWM LLC)’s SelectQuote SLQT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Buy |
118,078
+40,855
| +53% | +$97.2K | ﹤0.01% | 1914 |
|
|
2025
Q1 | $258K | Buy |
77,223
+369
| +0.5% | +$1.23K | ﹤0.01% | 1761 |
|
|
2024
Q4 | $286K | Sell |
76,854
-313,290
| -80% | -$1.17M | ﹤0.01% | 1622 |
|
|
2024
Q3 | $847K | Buy |
390,144
+1,438
| +0.4% | +$3.12K | ﹤0.01% | 1128 |
|
|
2024
Q2 | $1.07M | Buy |
388,706
+61
| +0% | +$168 | 0.01% | 852 |
|
|
2024
Q1 | $777K | Buy |
388,645
+75,012
| +24% | +$150K | ﹤0.01% | 960 |
|
|
2023
Q4 | $430K | Hold |
313,633
| – | – | ﹤0.01% | 1117 |
|
|
2023
Q3 | $367K | Buy |
313,633
+209
| +0.1% | +$245 | ﹤0.01% | 1086 |
|
|
2023
Q2 | $611K | Hold |
313,424
| – | – | ﹤0.01% | 874 |
|
|
2023
Q1 | $680K | Hold |
313,424
| – | – | ﹤0.01% | 784 |
|
|
2022
Q4 | $211K | Hold |
313,424
| – | – | ﹤0.01% | 1085 |
|
|
2022
Q3 | $229K | Hold |
313,424
| – | – | ﹤0.01% | 997 |
|
|
2022
Q2 | $777K | Hold |
313,424
| – | – | 0.01% | 618 |
|
|
2022
Q1 | $874K | Sell |
313,424
-223
| -0.1% | -$622 | 0.01% | 593 |
|
|
2021
Q4 | $2.84M | Buy |
+313,647
| New | +$2.84M | 0.02% | 368 |
|
|
2021
Q2 | $3.03M | Hold |
157,232
| – | – | 0.02% | 347 |
|
|
2021
Q1 | $3.03M | Hold |
157,232
| – | – | 0.02% | 347 |
|
|
2020
Q4 | $3.03M | Hold |
157,232
| – | – | 0.02% | 347 |
|
|
2020
Q3 | $3.03M | Hold |
157,232
| – | – | 0.02% | 347 |
|
|
2020
Q2 | $3.03M | Hold |
157,232
| – | – | 0.02% | 347 |
|
|
2020
Q1 | $3.03M | Hold |
157,232
| – | – | 0.02% | 347 |
|
|
2019
Q4 | $3.03M | Hold |
157,232
| – | – | 0.02% | 347 |
|
|
2019
Q3 | $3.03M | Hold |
157,232
| – | – | 0.02% | 347 |
|
|
2019
Q2 | $3.03M | Hold |
157,232
| – | – | 0.02% | 347 |
|
|
2019
Q1 | $3.03M | Buy |
+157,232
| New | +$3.03M | 0.02% | 347 |
|