Carson Wealth (CWM LLC)’s SharkNinja SN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $78K | Buy |
787
+683
| +657% | +$67.7K | ﹤0.01% | 2924 |
|
2025
Q1 | $9K | Buy |
104
+7
| +7% | +$606 | ﹤0.01% | 4175 |
|
2024
Q4 | $9K | Sell |
97
-38
| -28% | -$3.53K | ﹤0.01% | 3949 |
|
2024
Q3 | $15K | Buy |
135
+133
| +6,650% | +$14.8K | ﹤0.01% | 3556 |
|
2024
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 4910 |
|