Carson Wealth (CWM LLC)’s Schneider National SNDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $108K | Buy |
4,466
+953
| +27% | +$23K | ﹤0.01% | 2645 |
|
|
2025
Q1 | $80K | Buy |
3,513
+1,786
| +103% | +$40.7K | ﹤0.01% | 2605 |
|
|
2024
Q4 | $51K | Buy |
1,727
+198
| +13% | +$5.85K | ﹤0.01% | 2787 |
|
|
2024
Q3 | $44K | Sell |
1,529
-103
| -6% | -$2.96K | ﹤0.01% | 2789 |
|
|
2024
Q2 | $39K | Sell |
1,632
-1,754
| -52% | -$41.9K | ﹤0.01% | 2643 |
|
|
2024
Q1 | $77K | Buy |
3,386
+2,119
| +167% | +$48.2K | ﹤0.01% | 2027 |
|
|
2023
Q4 | $32K | Sell |
1,267
-1,541
| -55% | -$38.9K | ﹤0.01% | 2476 |
|
|
2023
Q3 | $78K | Buy |
2,808
+1,709
| +156% | +$47.5K | ﹤0.01% | 1791 |
|
|
2023
Q2 | $32K | Buy |
1,099
+122
| +12% | +$3.55K | ﹤0.01% | 2320 |
|
|
2023
Q1 | $26K | Buy |
977
+11
| +1% | +$293 | ﹤0.01% | 2325 |
|
|
2022
Q4 | $23K | Sell |
966
-412
| -30% | -$9.81K | ﹤0.01% | 2271 |
|
|
2022
Q3 | $28K | Sell |
1,378
-171
| -11% | -$3.48K | ﹤0.01% | 2013 |
|
|
2022
Q2 | $35K | Buy |
1,549
+554
| +56% | +$12.5K | ﹤0.01% | 1803 |
|
|
2022
Q1 | $25K | Buy |
995
+94
| +10% | +$2.36K | ﹤0.01% | 1950 |
|
|
2021
Q4 | $24K | Buy |
+901
| New | +$24K | ﹤0.01% | 1897 |
|
|
2021
Q2 | $20K | Hold |
901
| – | – | ﹤0.01% | 1800 |
|
|
2021
Q1 | $20K | Hold |
901
| – | – | ﹤0.01% | 1800 |
|
|
2020
Q4 | $20K | Hold |
901
| – | – | ﹤0.01% | 1800 |
|
|
2020
Q3 | $20K | Hold |
901
| – | – | ﹤0.01% | 1800 |
|
|
2020
Q2 | $20K | Hold |
901
| – | – | ﹤0.01% | 1800 |
|
|
2020
Q1 | $20K | Hold |
901
| – | – | ﹤0.01% | 1800 |
|
|
2019
Q4 | $20K | Hold |
901
| – | – | ﹤0.01% | 1800 |
|
|
2019
Q3 | $20K | Hold |
901
| – | – | ﹤0.01% | 1800 |
|
|
2019
Q2 | $20K | Hold |
901
| – | – | ﹤0.01% | 1800 |
|
|
2019
Q1 | $20K | Sell |
901
-11,909
| -93% | -$264K | ﹤0.01% | 1800 |
|
|
2018
Q4 | $239K | Buy |
+12,810
| New | +$239K | 0.01% | 565 |
|
|
2018
Q3 | – | Sell |
-14,700
| Closed | -$404K | – | 1974 |
|
|
2018
Q2 | $404K | Buy |
+14,700
| New | +$404K | 0.01% | 350 |
|