Carson Wealth (CWM LLC)’s Stellantis STLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $145K | Sell |
14,460
-4,418
| -23% | -$44.3K | ﹤0.01% | 2423 |
|
|
2025
Q1 | $212K | Sell |
18,878
-2,832
| -13% | -$31.8K | ﹤0.01% | 1886 |
|
|
2024
Q4 | $283K | Buy |
21,710
+9,725
| +81% | +$127K | ﹤0.01% | 1625 |
|
|
2024
Q3 | $168K | Sell |
11,985
-439
| -4% | -$6.15K | ﹤0.01% | 1853 |
|
|
2024
Q2 | $247K | Buy |
12,424
+874
| +8% | +$17.4K | ﹤0.01% | 1476 |
|
|
2024
Q1 | $327K | Buy |
11,550
+5,111
| +79% | +$145K | ﹤0.01% | 1297 |
|
|
2023
Q4 | $150K | Buy |
6,439
+669
| +12% | +$15.6K | ﹤0.01% | 1550 |
|
|
2023
Q3 | $110K | Sell |
5,770
-1,160
| -17% | -$22.1K | ﹤0.01% | 1578 |
|
|
2023
Q2 | $122K | Buy |
6,930
+2,208
| +47% | +$38.9K | ﹤0.01% | 1470 |
|
|
2023
Q1 | $86K | Buy |
4,722
+2,593
| +122% | +$47.2K | ﹤0.01% | 1570 |
|
|
2022
Q4 | $30K | Sell |
2,129
-1,218
| -36% | -$17.2K | ﹤0.01% | 2088 |
|
|
2022
Q3 | $40K | Buy |
3,347
+1,420
| +74% | +$17K | ﹤0.01% | 1773 |
|
|
2022
Q2 | $24K | Sell |
1,927
-932
| -33% | -$11.6K | ﹤0.01% | 2010 |
|
|
2022
Q1 | $47K | Buy |
2,859
+1,615
| +130% | +$26.5K | ﹤0.01% | 1638 |
|
|
2021
Q4 | $23K | Buy |
+1,244
| New | +$23K | ﹤0.01% | 1925 |
|
|
2021
Q2 | $18K | Hold |
920
| – | – | ﹤0.01% | 1841 |
|
|
2021
Q1 | $18K | Hold |
920
| – | – | ﹤0.01% | 1841 |
|
|
2020
Q4 | $18K | Hold |
920
| – | – | ﹤0.01% | 1841 |
|
|
2020
Q3 | $18K | Hold |
920
| – | – | ﹤0.01% | 1841 |
|
|
2020
Q2 | $18K | Hold |
920
| – | – | ﹤0.01% | 1841 |
|
|
2020
Q1 | $18K | Hold |
920
| – | – | ﹤0.01% | 1841 |
|
|
2019
Q4 | $18K | Hold |
920
| – | – | ﹤0.01% | 1841 |
|
|
2019
Q3 | $18K | Hold |
920
| – | – | ﹤0.01% | 1841 |
|
|
2019
Q2 | $18K | Hold |
920
| – | – | ﹤0.01% | 1841 |
|
|
2019
Q1 | $18K | Buy |
920
+446
| +94% | +$8.73K | ﹤0.01% | 1841 |
|
|
2018
Q4 | $7K | Buy |
474
+74
| +19% | +$1.09K | ﹤0.01% | 1452 |
|
|
2018
Q3 | $7K | Buy |
400
+100
| +33% | +$1.75K | ﹤0.01% | 1260 |
|
|
2018
Q2 | $6K | Hold |
300
| – | – | ﹤0.01% | 1156 |
|
|
2018
Q1 | $6K | Hold |
300
| – | – | ﹤0.01% | 981 |
|
|
2017
Q4 | $5K | Hold |
300
| – | – | ﹤0.01% | 1103 |
|
|
2017
Q3 | $5K | Sell |
300
-1
| -0.3% | -$17 | ﹤0.01% | 1098 |
|
|
2017
Q2 | $3K | Hold |
301
| – | – | ﹤0.01% | 972 |
|
|
2017
Q1 | $3K | Hold |
301
| – | – | ﹤0.01% | 950 |
|
|
2016
Q4 | $3K | Hold |
301
| – | – | ﹤0.01% | 937 |
|
|
2016
Q3 | $2K | Buy |
+301
| New | +$2K | ﹤0.01% | 925 |
|