Carson Wealth (CWM LLC)’s Stagwell STGW Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$9K Buy
1,962
+1,587
+423% +$7.28K ﹤0.01% 4368
2025
Q1
$2K Buy
375
+244
+186% +$1.3K ﹤0.01% 4807
2024
Q4
$1K Buy
131
+47
+56% +$359 ﹤0.01% 4806
2024
Q3
$1K Buy
84
+64
+320% +$762 ﹤0.01% 4711
2024
Q2
$0 Buy
20
+19
+1,900% ﹤0.01% 4921
2024
Q1
$0 Buy
+1
New ﹤0.01% 4720
2022
Q2
Sell
-47
Closed 4059
2022
Q1
$0 Hold
47
﹤0.01% 3833
2021
Q4
$0 Buy
+47
New ﹤0.01% 3617