Carson Wealth (CWM LLC)’s SpartanNash SPTN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-2,436
| Closed | -$65K | – | 5526 |
|
|
2025
Q2 | $65K | Buy |
2,436
+1,732
| +246% | +$34.6K | ﹤0.01% | 3075 |
|
|
2025
Q1 | $14K | Sell |
704
-182
| -21% | -$3.49K | ﹤0.01% | 3927 |
|
|
2024
Q4 | $16K | Sell |
886
-642
| -42% | -$12.8K | ﹤0.01% | 3606 |
|
|
2024
Q3 | $34K | Buy |
1,528
+268
| +21% | +$5.53K | ﹤0.01% | 3001 |
|
|
2024
Q2 | $24K | Buy |
1,260
+1,042
| +478% | +$20.3K | ﹤0.01% | 3003 |
|
|
2024
Q1 | $4K | Sell |
218
-25
| -10% | -$539 | ﹤0.01% | 3790 |
|
|
2023
Q4 | $6K | Sell |
243
-33
| -12% | -$750 | ﹤0.01% | 3458 |
|
|
2023
Q3 | $6K | Sell |
276
-348
| -56% | -$7.68K | ﹤0.01% | 3401 |
|
|
2023
Q2 | $14K | Buy |
624
+2
| +0.3% | +$47 | ﹤0.01% | 2886 |
|
|
2023
Q1 | $15K | Buy |
622
+360
| +137% | +$10.4K | ﹤0.01% | 2713 |
|
|
2022
Q4 | $8K | Buy |
262
+232
| +773% | +$7.55K | ﹤0.01% | 2959 |
|
|
2022
Q3 | $1K | Buy |
30
+1
| +3% | +$31 | ﹤0.01% | 3766 |
|
|
2022
Q2 | $1K | Buy |
29
+6
| +26% | +$199 | ﹤0.01% | 3641 |
|
|
2022
Q1 | $1K | Hold |
23
| – | – | ﹤0.01% | 3411 |
|
|
2021
Q4 | $1K | Buy |
+23
| New | +$555 | ﹤0.01% | 3378 |
|
|
2018
Q4 | – | Sell |
-9
| Closed | – | – | 2231 |
|
|
2018
Q3 | $0 | Hold |
9
| – | – | ﹤0.01% | 1982 |
|
|
2018
Q2 | $0 | Hold |
9
| – | – | ﹤0.01% | 1772 |
|
|
2018
Q1 | $0 | Hold |
9
| – | – | ﹤0.01% | 1531 |
|
|
2017
Q4 | $0 | Hold |
9
| – | – | ﹤0.01% | 1572 |
|
|
2017
Q3 | $0 | Hold |
9
| – | – | ﹤0.01% | 1558 |
|
|
2017
Q2 | $0 | Hold |
9
| – | – | ﹤0.01% | 1306 |
|
|
2017
Q1 | $0 | Buy |
+9
| New | +$330 | ﹤0.01% | 1305 |
|
