Carson Wealth (CWM LLC)’s StepStone Group STEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $546K | Buy |
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|
2025
Q4 | $123K | Buy |
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|
2025
Q3 | $121K | Buy |
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|
2025
Q2 | $90K | Buy |
|
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|
2025
Q1 | $84K | Buy |
|
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|
2024
Q4 | $81K | Buy |
|
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|
2024
Q3 | $67K | Buy |
|
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|
2024
Q2 | $19K | Buy |
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|
2024
Q1 | $10K | Buy |
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|
2023
Q4 | $8K | Buy |
|
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|
2023
Q3 | $7K | Buy |
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|
2023
Q2 | $6K | Buy |
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|
2023
Q1 | $3K | Buy |
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|
2022
Q4 | $2K | Hold |
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|
2022
Q3 | $2K | Sell |
|
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|
2022
Q2 | $7K | Buy |
|