Carson Wealth (CWM LLC)’s Sprout Social SPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $82K | Buy |
3,934
+2,860
| +266% | +$59.6K | ﹤0.01% | 2888 |
|
|
2025
Q1 | $24K | Buy |
1,074
+792
| +281% | +$17.7K | ﹤0.01% | 3542 |
|
|
2024
Q4 | $9K | Buy |
282
+144
| +104% | +$4.6K | ﹤0.01% | 3950 |
|
|
2024
Q3 | $4K | Sell |
138
-104
| -43% | -$3.01K | ﹤0.01% | 4212 |
|
|
2024
Q2 | $9K | Buy |
242
+73
| +43% | +$2.72K | ﹤0.01% | 3626 |
|
|
2024
Q1 | $10K | Buy |
169
+65
| +63% | +$3.85K | ﹤0.01% | 3355 |
|
|
2023
Q4 | $6K | Buy |
104
+13
| +14% | +$750 | ﹤0.01% | 3454 |
|
|
2023
Q3 | $5K | Hold |
91
| – | – | ﹤0.01% | 3490 |
|
|
2023
Q2 | $4K | Sell |
91
-561
| -86% | -$24.7K | ﹤0.01% | 3560 |
|
|
2023
Q1 | $40K | Buy |
652
+39
| +6% | +$2.39K | ﹤0.01% | 2033 |
|
|
2022
Q4 | $35K | Buy |
613
+95
| +18% | +$5.42K | ﹤0.01% | 1981 |
|
|
2022
Q3 | $31K | Buy |
518
+33
| +7% | +$1.98K | ﹤0.01% | 1945 |
|
|
2022
Q2 | $28K | Buy |
485
+253
| +109% | +$14.6K | ﹤0.01% | 1928 |
|
|
2022
Q1 | $19K | Buy |
232
+68
| +41% | +$5.57K | ﹤0.01% | 2111 |
|
|
2021
Q4 | $15K | Buy |
+164
| New | +$15K | ﹤0.01% | 2145 |
|
|
2021
Q2 | $14K | Hold |
160
| – | – | ﹤0.01% | 1960 |
|
|
2021
Q1 | $14K | Hold |
160
| – | – | ﹤0.01% | 1960 |
|
|
2020
Q4 | $14K | Hold |
160
| – | – | ﹤0.01% | 1960 |
|
|
2020
Q3 | $14K | Hold |
160
| – | – | ﹤0.01% | 1960 |
|
|
2020
Q2 | $14K | Hold |
160
| – | – | ﹤0.01% | 1960 |
|
|
2020
Q1 | $14K | Hold |
160
| – | – | ﹤0.01% | 1960 |
|
|
2019
Q4 | $14K | Hold |
160
| – | – | ﹤0.01% | 1960 |
|
|
2019
Q3 | $14K | Hold |
160
| – | – | ﹤0.01% | 1960 |
|
|
2019
Q2 | $14K | Hold |
160
| – | – | ﹤0.01% | 1960 |
|
|
2019
Q1 | $14K | Buy |
+160
| New | +$14K | ﹤0.01% | 1960 |
|