Carson Wealth (CWM LLC)’s TAL Education Group TAL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$19K Sell
1,819
-634
-26% -$6.62K ﹤0.01% 3955
2025
Q1
$32K Buy
2,453
+49
+2% +$639 ﹤0.01% 3344
2024
Q4
$24K Buy
2,404
+418
+21% +$4.17K ﹤0.01% 3328
2024
Q3
$24K Sell
1,986
-34
-2% -$411 ﹤0.01% 3250
2024
Q2
$22K Buy
2,020
+22
+1% +$240 ﹤0.01% 3057
2024
Q1
$23K Buy
1,998
+76
+4% +$875 ﹤0.01% 2808
2023
Q4
$24K Buy
1,922
+125
+7% +$1.56K ﹤0.01% 2664
2023
Q3
$16K Buy
1,797
+822
+84% +$7.32K ﹤0.01% 2849
2023
Q2
$6K Buy
975
+121
+14% +$745 ﹤0.01% 3378
2023
Q1
$5K Buy
854
+10
+1% +$59 ﹤0.01% 3323
2022
Q4
$6K Buy
844
+72
+9% +$512 ﹤0.01% 3112
2022
Q3
$4K Buy
772
+158
+26% +$819 ﹤0.01% 3217
2022
Q2
$3K Buy
614
+303
+97% +$1.48K ﹤0.01% 3236
2022
Q1
$1K Sell
311
-730
-70% -$2.35K ﹤0.01% 3395
2021
Q4
$4K Buy
+1,041
New +$4K ﹤0.01% 2880
2021
Q2
$8K Hold
300
﹤0.01% 2202
2021
Q1
$8K Hold
300
﹤0.01% 2202
2020
Q4
$8K Hold
300
﹤0.01% 2202
2020
Q3
$8K Hold
300
﹤0.01% 2202
2020
Q2
$8K Hold
300
﹤0.01% 2202
2020
Q1
$8K Hold
300
﹤0.01% 2202
2019
Q4
$8K Hold
300
﹤0.01% 2202
2019
Q3
$8K Hold
300
﹤0.01% 2202
2019
Q2
$8K Hold
300
﹤0.01% 2202
2019
Q1
$8K Buy
+300
New +$8K ﹤0.01% 2202