Carson Wealth (CWM LLC)’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.65M | Sell |
18,208
-324
| -2% | -$28.4K | ﹤0.01% | 1284 |
|
|
2025
Q4 | $1.53M | Sell |
18,532
-1,610
| -8% | -$137K | ﹤0.01% | 1276 |
|
|
2025
Q3 | $1.64M | Buy |
20,142
+419
| +2% | +$31.9K | ﹤0.01% | 1179 |
|
|
2025
Q2 | $1.44M | Buy |
19,723
+3,241
| +20% | +$243K | 0.01% | 1080 |
|
|
2025
Q1 | $1.29M | Sell |
16,482
-817
| -5% | -$59.7K | 0.01% | 1019 |
|
|
2024
Q4 | $1.17M | Sell |
17,299
-377
| -2% | -$25.3K | ﹤0.01% | 1004 |
|
|
2024
Q3 | $1.19M | Buy |
17,676
+969
| +6% | +$62.9K | 0.01% | 925 |
|
|
2024
Q2 | $1.01M | Buy |
16,707
+1,085
| +7% | +$65.5K | ﹤0.01% | 875 |
|
|
2024
Q1 | $959K | Sell |
15,622
-1,195
| -7% | -$71.5K | ﹤0.01% | 873 |
|
|
2023
Q4 | $1.05M | Sell |
16,817
-1,282
| -7% | -$76.5K | 0.01% | 789 |
|
|
2023
Q3 | $1.02M | Sell |
18,099
-595
| -3% | -$36.1K | 0.01% | 745 |
|
|
2023
Q2 | $1.19M | Sell |
18,694
-1,048
| -5% | -$70.3K | 0.01% | 648 |
|
|
2023
Q1 | $1.39M | Sell |
19,742
-12
| -0.1% | -$851 | 0.01% | 563 |
|
|
2022
Q4 | $1.36M | Buy |
19,754
+412
| +2% | +$28K | 0.01% | 531 |
|
|
2022
Q3 | $1.21M | Sell |
19,342
-568
| -3% | -$40.6K | 0.01% | 511 |
|
|
2022
Q2 | $1.48M | Sell |
19,910
-1,533
| -7% | -$115K | 0.01% | 458 |
|
|
2022
Q1 | $1.54M | Sell |
21,443
-3,111
| -13% | -$206K | 0.01% | 457 |
|
|
2021
Q4 | $1.6M | Buy |
+24,554
| New | +$1.55M | 0.01% | 482 |
|
|
2021
Q2 | $1.92M | Hold |
26,526
| – | – | 0.02% | 436 |
|
|
2021
Q1 | $1.92M | Hold |
26,526
| – | – | 0.02% | 436 |
|
|
2020
Q4 | $1.92M | Hold |
26,526
| – | – | 0.02% | 436 |
|
|
2020
Q3 | $1.92M | Hold |
26,526
| – | – | 0.02% | 436 |
|
|
2020
Q2 | $1.92M | Hold |
26,526
| – | – | 0.02% | 436 |
|
|
2020
Q1 | $1.92M | Hold |
26,526
| – | – | 0.02% | 436 |
|
|
2019
Q4 | $1.92M | Hold |
26,526
| – | – | 0.02% | 436 |
|
|
2019
Q3 | $1.92M | Hold |
26,526
| – | – | 0.02% | 436 |
|
|
2019
Q2 | $1.92M | Hold |
26,526
| – | – | 0.02% | 436 |
|
|
2019
Q1 | $1.92M | Buy |
+26,526
| New | +$2.07M | 0.02% | 436 |
|
|
2018
Q3 | – | Sell |
-14
| Closed | -$1K | – | 1983 |
|
|
2018
Q2 | $1K | Buy |
+14
| New | +$987 | ﹤0.01% | 1597 |
|
Other funds holding SR
VPM
VCM
