Carson Wealth (CWM LLC)’s Suburban Propane Partners SPH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9K | Hold |
510
| – | – | ﹤0.01% | 4367 |
|
|
2025
Q1 | $11K | Sell |
510
-1,000
| -66% | -$21.6K | ﹤0.01% | 4068 |
|
|
2024
Q4 | $26K | Buy |
1,510
+200
| +15% | +$3.44K | ﹤0.01% | 3263 |
|
|
2024
Q3 | $24K | Sell |
1,310
-834
| -39% | -$15.3K | ﹤0.01% | 3247 |
|
|
2024
Q2 | $41K | Buy |
2,144
+734
| +52% | +$14K | ﹤0.01% | 2606 |
|
|
2024
Q1 | $29K | Hold |
1,410
| – | – | ﹤0.01% | 2659 |
|
|
2023
Q4 | $25K | Sell |
1,410
-655
| -32% | -$11.6K | ﹤0.01% | 2635 |
|
|
2023
Q3 | $33K | Hold |
2,065
| – | – | ﹤0.01% | 2350 |
|
|
2023
Q2 | $31K | Buy |
2,065
+775
| +60% | +$11.6K | ﹤0.01% | 2349 |
|
|
2023
Q1 | $20K | Hold |
1,290
| – | – | ﹤0.01% | 2525 |
|
|
2022
Q4 | $20K | Buy |
1,290
+1,000
| +345% | +$15.5K | ﹤0.01% | 2382 |
|
|
2022
Q3 | $4K | Buy |
290
+100
| +53% | +$1.38K | ﹤0.01% | 3212 |
|
|
2022
Q2 | $3K | Buy |
+190
| New | +$3K | ﹤0.01% | 3230 |
|