Carson Wealth (CWM LLC)’s The ONE Group STKS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1K | Buy |
212
+138
| +186% | +$651 | ﹤0.01% | 5067 |
|
|
2025
Q1 | $0 | Buy |
74
+56
| +311% | – | ﹤0.01% | 5191 |
|
|
2024
Q4 | $0 | Sell |
18
-463
| -96% | – | ﹤0.01% | 5151 |
|
|
2024
Q3 | $2K | Sell |
481
-5,439
| -92% | -$22.6K | ﹤0.01% | 4457 |
|
|
2024
Q2 | $25K | Buy |
5,920
+11
| +0.2% | +$46 | ﹤0.01% | 2975 |
|
|
2024
Q1 | $33K | Buy |
5,909
+4,606
| +353% | +$25.7K | ﹤0.01% | 2582 |
|
|
2023
Q4 | $8K | Buy |
1,303
+1,279
| +5,329% | +$7.85K | ﹤0.01% | 3306 |
|
|
2023
Q3 | $0 | Buy |
+24
| New | – | ﹤0.01% | 4505 |
|