Carson Wealth (CWM LLC)’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.59M | Buy |
14,389
+2,440
| +20% | +$1.29M | 0.03% | 472 |
|
|
2025
Q1 | $6.07M | Sell |
11,949
-9,232
| -44% | -$4.69M | 0.02% | 468 |
|
|
2024
Q4 | $10.5M | Sell |
21,181
-8,092
| -28% | -$4.03M | 0.04% | 309 |
|
|
2024
Q3 | $15.1M | Sell |
29,273
-2,675
| -8% | -$1.38M | 0.07% | 244 |
|
|
2024
Q2 | $14.2M | Sell |
31,948
-838
| -3% | -$374K | 0.07% | 244 |
|
|
2024
Q1 | $13.9M | Sell |
32,786
-669
| -2% | -$285K | 0.07% | 242 |
|
|
2023
Q4 | $14.7M | Sell |
33,455
-107
| -0.3% | -$47.1K | 0.08% | 224 |
|
|
2023
Q3 | $12.3M | Sell |
33,562
-294
| -0.9% | -$107K | 0.08% | 214 |
|
|
2023
Q2 | $13.6M | Sell |
33,856
-658
| -2% | -$264K | 0.08% | 198 |
|
|
2023
Q1 | $11.9M | Buy |
34,514
+133
| +0.4% | +$45.9K | 0.08% | 202 |
|
|
2022
Q4 | $11.5M | Sell |
34,381
-5,213
| -13% | -$1.75M | 0.08% | 188 |
|
|
2022
Q3 | $12.1M | Sell |
39,594
-147
| -0.4% | -$44.9K | 0.1% | 171 |
|
|
2022
Q2 | $13.4M | Sell |
39,741
-3,337
| -8% | -$1.12M | 0.1% | 164 |
|
|
2022
Q1 | $17.7M | Buy |
43,078
+512
| +1% | +$210K | 0.13% | 151 |
|
|
2021
Q4 | $20.1M | Buy |
+42,566
| New | +$20.1M | 0.14% | 142 |
|
|
2021
Q2 | $15.9M | Hold |
38,814
| – | – | 0.13% | 158 |
|
|
2021
Q1 | $15.9M | Hold |
38,814
| – | – | 0.13% | 158 |
|
|
2020
Q4 | $15.9M | Hold |
38,814
| – | – | 0.13% | 158 |
|
|
2020
Q3 | $15.9M | Hold |
38,814
| – | – | 0.13% | 158 |
|
|
2020
Q2 | $15.9M | Hold |
38,814
| – | – | 0.13% | 158 |
|
|
2020
Q1 | $15.9M | Hold |
38,814
| – | – | 0.13% | 158 |
|
|
2019
Q4 | $15.9M | Hold |
38,814
| – | – | 0.13% | 158 |
|
|
2019
Q3 | $15.9M | Hold |
38,814
| – | – | 0.13% | 158 |
|
|
2019
Q2 | $15.9M | Hold |
38,814
| – | – | 0.13% | 158 |
|
|
2019
Q1 | $15.9M | Buy |
38,814
+36,915
| +1,944% | +$15.2M | 0.13% | 158 |
|
|
2018
Q4 | $323K | Buy |
1,899
+1,112
| +141% | +$189K | 0.01% | 510 |
|
|
2018
Q3 | $154K | Buy |
787
+27
| +4% | +$5.28K | ﹤0.01% | 556 |
|
|
2018
Q2 | $155K | Buy |
760
+232
| +44% | +$47.3K | 0.01% | 459 |
|
|
2018
Q1 | $101K | Hold |
528
| – | – | ﹤0.01% | 435 |
|
|
2017
Q4 | $89K | Sell |
528
-26
| -5% | -$4.38K | ﹤0.01% | 440 |
|
|
2017
Q3 | $87K | Buy |
554
+221
| +66% | +$34.7K | ﹤0.01% | 431 |
|
|
2017
Q2 | $49K | Hold |
333
| – | – | ﹤0.01% | 484 |
|
|
2017
Q1 | $44K | Sell |
333
-37
| -10% | -$4.89K | ﹤0.01% | 477 |
|
|
2016
Q4 | $40K | Buy |
370
+37
| +11% | +$4K | ﹤0.01% | 483 |
|
|
2016
Q3 | $42K | Buy |
+333
| New | +$42K | ﹤0.01% | 438 |
|