Carson Wealth (CWM LLC)’s Sprout Social SPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $99K | Buy |
17,372
+8,189
| +89% | +$63.1K | ﹤0.01% | 3279 |
|
|
2025
Q4 | $103K | Buy |
9,183
+5,471
| +147% | +$59.1K | ﹤0.01% | 3042 |
|
|
2025
Q3 | $48K | Sell |
3,712
-222
| -6% | -$3.62K | ﹤0.01% | 3564 |
|
|
2025
Q2 | $82K | Buy |
3,934
+2,860
| +266% | +$60.6K | ﹤0.01% | 2890 |
|
|
2025
Q1 | $24K | Buy |
1,074
+792
| +281% | +$23K | ﹤0.01% | 3545 |
|
|
2024
Q4 | $9K | Buy |
282
+144
| +104% | +$4.33K | ﹤0.01% | 3952 |
|
|
2024
Q3 | $4K | Sell |
138
-104
| -43% | -$3.39K | ﹤0.01% | 4214 |
|
|
2024
Q2 | $9K | Buy |
242
+73
| +43% | +$2.94K | ﹤0.01% | 3628 |
|
|
2024
Q1 | $10K | Buy |
169
+65
| +63% | +$3.95K | ﹤0.01% | 3357 |
|
|
2023
Q4 | $6K | Buy |
104
+13
| +14% | +$686 | ﹤0.01% | 3457 |
|
|
2023
Q3 | $5K | Hold |
91
| – | – | ﹤0.01% | 3493 |
|
|
2023
Q2 | $4K | Sell |
91
-561
| -86% | -$26.7K | ﹤0.01% | 3566 |
|
|
2023
Q1 | $40K | Buy |
652
+39
| +6% | +$2.39K | ﹤0.01% | 2035 |
|
|
2022
Q4 | $35K | Buy |
613
+95
| +18% | +$5.57K | ﹤0.01% | 1983 |
|
|
2022
Q3 | $31K | Buy |
518
+33
| +7% | +$1.98K | ﹤0.01% | 1947 |
|
|
2022
Q2 | $28K | Buy |
485
+253
| +109% | +$14.7K | ﹤0.01% | 1930 |
|
|
2022
Q1 | $19K | Buy |
232
+68
| +41% | +$4.66K | ﹤0.01% | 2114 |
|
|
2021
Q4 | $15K | Buy |
+164
| New | +$18.6K | ﹤0.01% | 2149 |
|
|
2021
Q2 | $14K | Hold |
160
| – | – | ﹤0.01% | 1964 |
|
|
2021
Q1 | $14K | Hold |
160
| – | – | ﹤0.01% | 1964 |
|
|
2020
Q4 | $14K | Hold |
160
| – | – | ﹤0.01% | 1964 |
|
|
2020
Q3 | $14K | Hold |
160
| – | – | ﹤0.01% | 1964 |
|
|
2020
Q2 | $14K | Hold |
160
| – | – | ﹤0.01% | 1964 |
|
|
2020
Q1 | $14K | Hold |
160
| – | – | ﹤0.01% | 1964 |
|
|
2019
Q4 | $14K | Buy |
+160
| New | +$2.6K | ﹤0.01% | 1964 |
|
Other funds holding SPT
VPM
TCM
AA
VCM
LP
