Carson Wealth (CWM LLC)’s SPS Commerce SPSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $58K | Sell |
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|
2025
Q2 | $216K | Buy |
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|
2025
Q1 | $96K | Buy |
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|
2024
Q4 | $67K | Sell |
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|
2024
Q3 | $81K | Sell |
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|
2024
Q2 | $81K | Buy |
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|
2024
Q1 | $64K | Buy |
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|
2023
Q4 | $43K | Sell |
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|
2023
Q3 | $46K | Buy |
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|
2023
Q2 | $51K | Hold |
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|
2023
Q1 | $40K | Sell |
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|
2022
Q4 | $40K | Buy |
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|
2022
Q3 | $28K | Buy |
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|
2022
Q2 | $19K | Sell |
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|
2022
Q1 | $28K | Buy |
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|
2021
Q4 | $12K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $4.65M | Buy |
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|
2018
Q3 | $4.88M | Buy |
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|
2018
Q2 | $2.63M | Buy |
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|
2018
Q1 | $1.61M | Buy |
|