Carson Wealth (CWM LLC)’s Southwest Gas SWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $518K | Buy |
6,963
+4,417
| +173% | +$329K | ﹤0.01% | 1570 |
|
|
2025
Q1 | $183K | Sell |
2,546
-292
| -10% | -$21K | ﹤0.01% | 1980 |
|
|
2024
Q4 | $201K | Sell |
2,838
-14
| -0.5% | -$992 | ﹤0.01% | 1819 |
|
|
2024
Q3 | $210K | Buy |
2,852
+915
| +47% | +$67.4K | ﹤0.01% | 1731 |
|
|
2024
Q2 | $136K | Buy |
1,937
+34
| +2% | +$2.39K | ﹤0.01% | 1790 |
|
|
2024
Q1 | $145K | Buy |
1,903
+8
| +0.4% | +$610 | ﹤0.01% | 1674 |
|
|
2023
Q4 | $120K | Sell |
1,895
-211
| -10% | -$13.4K | ﹤0.01% | 1646 |
|
|
2023
Q3 | $127K | Buy |
2,106
+108
| +5% | +$6.51K | ﹤0.01% | 1507 |
|
|
2023
Q2 | $127K | Sell |
1,998
-157
| -7% | -$9.98K | ﹤0.01% | 1444 |
|
|
2023
Q1 | $135K | Buy |
2,155
+232
| +12% | +$14.5K | ﹤0.01% | 1352 |
|
|
2022
Q4 | $119K | Sell |
1,923
-12
| -0.6% | -$743 | ﹤0.01% | 1301 |
|
|
2022
Q3 | $135K | Buy |
1,935
+220
| +13% | +$15.3K | ﹤0.01% | 1209 |
|
|
2022
Q2 | $149K | Sell |
1,715
-125
| -7% | -$10.9K | ﹤0.01% | 1159 |
|
|
2022
Q1 | $144K | Hold |
1,840
| – | – | ﹤0.01% | 1182 |
|
|
2021
Q4 | $129K | Buy |
+1,840
| New | +$129K | ﹤0.01% | 1201 |
|
|
2021
Q2 | $201K | Hold |
3,038
| – | – | ﹤0.01% | 904 |
|
|
2021
Q1 | $201K | Hold |
3,038
| – | – | ﹤0.01% | 904 |
|
|
2020
Q4 | $201K | Hold |
3,038
| – | – | ﹤0.01% | 904 |
|
|
2020
Q3 | $201K | Hold |
3,038
| – | – | ﹤0.01% | 904 |
|
|
2020
Q2 | $201K | Hold |
3,038
| – | – | ﹤0.01% | 904 |
|
|
2020
Q1 | $201K | Hold |
3,038
| – | – | ﹤0.01% | 904 |
|
|
2019
Q4 | $201K | Hold |
3,038
| – | – | ﹤0.01% | 904 |
|
|
2019
Q3 | $201K | Hold |
3,038
| – | – | ﹤0.01% | 904 |
|
|
2019
Q2 | $201K | Hold |
3,038
| – | – | ﹤0.01% | 904 |
|
|
2019
Q1 | $201K | Buy |
+3,038
| New | +$201K | ﹤0.01% | 904 |
|
|
2017
Q3 | – | Sell |
-354
| Closed | -$26K | – | 1558 |
|
|
2017
Q2 | $26K | Buy |
354
+33
| +10% | +$2.42K | ﹤0.01% | 592 |
|
|
2017
Q1 | $27K | Buy |
+321
| New | +$27K | ﹤0.01% | 555 |
|