Carson Wealth (CWM LLC)’s StoneCo STNE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73K | Buy |
4,565
+1,411
| +45% | +$22.6K | ﹤0.01% | 2981 |
|
|
2025
Q1 | $33K | Buy |
3,154
+2,416
| +327% | +$25.3K | ﹤0.01% | 3317 |
|
|
2024
Q4 | $6K | Sell |
738
-3,692
| -83% | -$30K | ﹤0.01% | 4148 |
|
|
2024
Q3 | $50K | Buy |
4,430
+3,005
| +211% | +$33.9K | ﹤0.01% | 2697 |
|
|
2024
Q2 | $17K | Buy |
1,425
+58
| +4% | +$692 | ﹤0.01% | 3234 |
|
|
2024
Q1 | $23K | Buy |
1,367
+1,144
| +513% | +$19.2K | ﹤0.01% | 2807 |
|
|
2023
Q4 | $4K | Buy |
223
+12
| +6% | +$215 | ﹤0.01% | 3632 |
|
|
2023
Q3 | $2K | Sell |
211
-4,367
| -95% | -$41.4K | ﹤0.01% | 3863 |
|
|
2023
Q2 | $58K | Hold |
4,578
| – | – | ﹤0.01% | 1875 |
|
|
2023
Q1 | $44K | Buy |
4,578
+2,617
| +133% | +$25.2K | ﹤0.01% | 1957 |
|
|
2022
Q4 | $19K | Sell |
1,961
-80
| -4% | -$775 | ﹤0.01% | 2421 |
|
|
2022
Q3 | $19K | Buy |
2,041
+711
| +53% | +$6.62K | ﹤0.01% | 2264 |
|
|
2022
Q2 | $10K | Sell |
1,330
-686
| -34% | -$5.16K | ﹤0.01% | 2600 |
|
|
2022
Q1 | $24K | Buy |
2,016
+1,956
| +3,260% | +$23.3K | ﹤0.01% | 1971 |
|
|
2021
Q4 | $1K | Buy |
+60
| New | +$1K | ﹤0.01% | 3359 |
|
|
2021
Q2 | $32K | Hold |
477
| – | – | ﹤0.01% | 1588 |
|
|
2021
Q1 | $32K | Hold |
477
| – | – | ﹤0.01% | 1588 |
|
|
2020
Q4 | $32K | Hold |
477
| – | – | ﹤0.01% | 1588 |
|
|
2020
Q3 | $32K | Hold |
477
| – | – | ﹤0.01% | 1588 |
|
|
2020
Q2 | $32K | Hold |
477
| – | – | ﹤0.01% | 1588 |
|
|
2020
Q1 | $32K | Hold |
477
| – | – | ﹤0.01% | 1588 |
|
|
2019
Q4 | $32K | Hold |
477
| – | – | ﹤0.01% | 1588 |
|
|
2019
Q3 | $32K | Hold |
477
| – | – | ﹤0.01% | 1588 |
|
|
2019
Q2 | $32K | Hold |
477
| – | – | ﹤0.01% | 1588 |
|
|
2019
Q1 | $32K | Buy |
477
+277
| +139% | +$18.6K | ﹤0.01% | 1588 |
|
|
2018
Q4 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 1603 |
|