Carson Wealth (CWM LLC)’s Stewart Information Services STC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $848K | Sell |
13,022
-540
| -4% | -$35.2K | ﹤0.01% | 1333 |
|
|
2025
Q1 | $968K | Sell |
13,562
-1,868
| -12% | -$133K | ﹤0.01% | 1142 |
|
|
2024
Q4 | $1.04M | Sell |
15,430
-1,126
| -7% | -$76K | ﹤0.01% | 1062 |
|
|
2024
Q3 | $1.24M | Sell |
16,556
-1,111
| -6% | -$83K | 0.01% | 907 |
|
|
2024
Q2 | $1.1M | Sell |
17,667
-2,458
| -12% | -$153K | 0.01% | 844 |
|
|
2024
Q1 | $1.31M | Sell |
20,125
-2,591
| -11% | -$169K | 0.01% | 750 |
|
|
2023
Q4 | $1.34M | Sell |
22,716
-1,792
| -7% | -$105K | 0.01% | 690 |
|
|
2023
Q3 | $1.07M | Sell |
24,508
-1,051
| -4% | -$46K | 0.01% | 715 |
|
|
2023
Q2 | $1.05M | Sell |
25,559
-994
| -4% | -$40.9K | 0.01% | 701 |
|
|
2023
Q1 | $1.07M | Buy |
26,553
+968
| +4% | +$39K | 0.01% | 646 |
|
|
2022
Q4 | $1.09M | Buy |
25,585
+2,439
| +11% | +$104K | 0.01% | 587 |
|
|
2022
Q3 | $1.01M | Sell |
23,146
-748
| -3% | -$32.6K | 0.01% | 559 |
|
|
2022
Q2 | $1.19M | Sell |
23,894
-756
| -3% | -$37.6K | 0.01% | 523 |
|
|
2022
Q1 | $1.49M | Sell |
24,650
-4,950
| -17% | -$300K | 0.01% | 464 |
|
|
2021
Q4 | $2.36M | Buy |
+29,600
| New | +$2.36M | 0.02% | 398 |
|
|
2021
Q2 | $1.96M | Hold |
34,646
| – | – | 0.02% | 428 |
|
|
2021
Q1 | $1.96M | Hold |
34,646
| – | – | 0.02% | 428 |
|
|
2020
Q4 | $1.96M | Hold |
34,646
| – | – | 0.02% | 428 |
|
|
2020
Q3 | $1.96M | Hold |
34,646
| – | – | 0.02% | 428 |
|
|
2020
Q2 | $1.96M | Hold |
34,646
| – | – | 0.02% | 428 |
|
|
2020
Q1 | $1.96M | Hold |
34,646
| – | – | 0.02% | 428 |
|
|
2019
Q4 | $1.96M | Hold |
34,646
| – | – | 0.02% | 428 |
|
|
2019
Q3 | $1.96M | Hold |
34,646
| – | – | 0.02% | 428 |
|
|
2019
Q2 | $1.96M | Hold |
34,646
| – | – | 0.02% | 428 |
|
|
2019
Q1 | $1.96M | Buy |
+34,646
| New | +$1.96M | 0.02% | 428 |
|