Carson Wealth (CWM LLC)’s Squarespace, Inc. SQSP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SQSP Stock Details SQSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3,253	Closed	-$151K	–	5267
2024 Q3	$151K	Buy	3,253 +1,237	+61%	+$55.5K	﹤0.01%	1929
2024 Q2	$88K	Buy	2,016 +1,310	+186%	+$52.4K	﹤0.01%	2052
2024 Q1	$26K	Buy	706 +616	+684%	+$20K	﹤0.01%	2745
2023 Q4	$3K	Buy	90 +5	+6%	+$146	﹤0.01%	3763
2023 Q3	$2K	Buy	+85	New	+$2.61K	﹤0.01%	3888

Other funds holding SQSP

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SQSP Position: Q4 2024 in Review

Carson Wealth (CWM LLC) sold out of Squarespace, Inc. (SQSP) in Q4 2024, closing a stake of 3,253 shares — an estimated $151K sold.

Carson Wealth (CWM LLC) first reported a position in SQSP in Q3 2023 and held it in 5 quarters. The position peaked at $151K in Q3 2024. 2 funds tracked by Wall St. Rank hold SQSP as of Q4 2024.

Carson Wealth (CWM LLC) reported no remaining Squarespace, Inc. position as of Q4 2024 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 3,253 Squarespace, Inc. shares in Q4 2024, an estimated $151K.
Carson Wealth (CWM LLC) first reported a position in Squarespace, Inc. in Q3 2023 and held it in 5 quarters.
Carson Wealth (CWM LLC)'s Squarespace, Inc. position peaked at $151K in Q3 2024.
2 funds tracked by Wall St. Rank held Squarespace, Inc. as of Q4 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2024, filed 4 Feb 2025.