Carson Wealth (CWM LLC)’s TaskUs TASK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$13K Buy
2025
Q2
$7K Buy
2025
Q1
$4K Sell
2024
Q4
$131K Buy
2024
Q3
$97K Buy
2024
Q2
$0 Buy
2023
Q4
Sell
2023
Q3
$945K Sell
2023
Q2
$1.03M Hold
2023
Q1
$1.31M Buy
2022
Q4
$4K Buy
2022
Q3
$2K Buy
2022
Q2
$1K Buy