Carson Wealth (CWM LLC)’s SelectQuote SLQT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $123K | Sell |
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|
2025
Q3 | $224K | Sell |
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|
2025
Q2 | $281K | Buy |
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|
2025
Q1 | $258K | Buy |
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|
2024
Q4 | $286K | Sell |
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|
2024
Q3 | $847K | Buy |
|
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|
2024
Q2 | $1.07M | Buy |
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|
2024
Q1 | $777K | Buy |
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|
2023
Q4 | $430K | Hold |
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|
2023
Q3 | $367K | Buy |
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|
2023
Q2 | $611K | Hold |
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|
2023
Q1 | $680K | Hold |
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|
2022
Q4 | $211K | Hold |
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|
2022
Q3 | $229K | Hold |
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|
2022
Q2 | $777K | Hold |
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|
2022
Q1 | $874K | Sell |
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|
2021
Q4 | $2.84M | Buy |
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|
2021
Q2 | $3.03M | Hold |
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|
2021
Q1 | $3.03M | Hold |
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|
2020
Q4 | $3.03M | Hold |
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|
2020
Q3 | $3.03M | Hold |
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|
2020
Q2 | $3.03M | Buy |
|