Carson Wealth (CWM LLC)’s SolarWinds Corporation Common Stock SWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-16,443
| Closed | -$303K | – | 5393 |
|
|
2025
Q1 | $303K | Buy |
16,443
+530
| +3% | +$8.89K | ﹤0.01% | 1668 |
|
|
2024
Q4 | $227K | Sell |
15,913
-1,309
| -8% | -$17.6K | ﹤0.01% | 1744 |
|
|
2024
Q3 | $225K | Buy |
17,222
+8,242
| +92% | +$101K | ﹤0.01% | 1697 |
|
|
2024
Q2 | $108K | Buy |
8,980
+6,633
| +283% | +$76.7K | ﹤0.01% | 1928 |
|
|
2024
Q1 | $30K | Buy |
2,347
+2,182
| +1,322% | +$26.6K | ﹤0.01% | 2648 |
|
|
2023
Q4 | $2K | Buy |
165
+16
| +11% | +$172 | ﹤0.01% | 3874 |
|
|
2023
Q3 | $1K | Hold |
149
| – | – | ﹤0.01% | 4137 |
|
|
2023
Q2 | $2K | Hold |
149
| – | – | ﹤0.01% | 3881 |
|
|
2023
Q1 | $1K | Hold |
149
| – | – | ﹤0.01% | 3999 |
|
|
2022
Q4 | $1K | Buy |
+149
| New | +$1.3K | ﹤0.01% | 3930 |
|
|
2022
Q1 | – | Sell |
-30
| Closed | – | – | 4045 |
|
|
2021
Q4 | $0 | Buy |
+30
| New | +$486 | ﹤0.01% | 3717 |
|
|
2021
Q2 | $0 | Hold |
9
| – | – | ﹤0.01% | 3044 |
|
|
2021
Q1 | $0 | Hold |
9
| – | – | ﹤0.01% | 3041 |
|
|
2020
Q4 | $0 | Hold |
9
| – | – | ﹤0.01% | 3038 |
|
|
2020
Q3 | $0 | Hold |
9
| – | – | ﹤0.01% | 3034 |
|
|
2020
Q2 | $0 | Hold |
9
| – | – | ﹤0.01% | 3032 |
|
|
2020
Q1 | $0 | Hold |
9
| – | – | ﹤0.01% | 3029 |
|
|
2019
Q4 | $0 | Hold |
9
| – | – | ﹤0.01% | 3027 |
|
|
2019
Q3 | $0 | Hold |
9
| – | – | ﹤0.01% | 3027 |
|
|
2019
Q2 | $0 | Hold |
9
| – | – | ﹤0.01% | 3026 |
|
|
2019
Q1 | $0 | Buy |
+9
| New | +$169 | ﹤0.01% | 3380 |
|
Other funds holding SWI
Carson Wealth (CWM LLC)'s SWI Position: Q2 2025 in Review
Carson Wealth (CWM LLC) sold out of SolarWinds Corporation Common Stock (SWI) in Q2 2025, closing a stake of 16,443 shares — an estimated $303K sold.
Carson Wealth (CWM LLC) first reported a position in SWI in Q1 2019 and held it in 21 quarters. The position peaked at $303K in Q1 2025. 1 fund tracked by Wall St. Rank holds SWI as of Q2 2025.
- Carson Wealth (CWM LLC) reported no remaining SolarWinds Corporation Common Stock position as of Q2 2025 after selling out during the quarter.
- Carson Wealth (CWM LLC) sold 16,443 SolarWinds Corporation Common Stock shares in Q2 2025, an estimated $303K.
- Carson Wealth (CWM LLC) first reported a position in SolarWinds Corporation Common Stock in Q1 2019 and held it in 21 quarters.
- Carson Wealth (CWM LLC)'s SolarWinds Corporation Common Stock position peaked at $303K in Q1 2025.
- 1 fund tracked by Wall St. Rank held SolarWinds Corporation Common Stock as of Q2 2025.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.