Carson Wealth (CWM LLC)’s TaskUs TASK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7K | Buy |
408
+106
| +35% | +$1.82K | ﹤0.01% | 4485 |
|
|
2025
Q1 | $4K | Sell |
302
-7,431
| -96% | -$98.4K | ﹤0.01% | 4563 |
|
|
2024
Q4 | $131K | Buy |
7,733
+187
| +2% | +$3.17K | ﹤0.01% | 2105 |
|
|
2024
Q3 | $97K | Buy |
7,546
+7,516
| +25,053% | +$96.6K | ﹤0.01% | 2208 |
|
|
2024
Q2 | $0 | Buy |
+30
| New | – | ﹤0.01% | 4928 |
|
|
2023
Q4 | – | Sell |
-90,994
| Closed | -$945K | – | 4494 |
|
|
2023
Q3 | $945K | Sell |
90,994
-66
| -0.1% | -$685 | 0.01% | 778 |
|
|
2023
Q2 | $1.03M | Hold |
91,060
| – | – | 0.01% | 704 |
|
|
2023
Q1 | $1.32M | Buy |
91,060
+90,845
| +42,253% | +$1.31M | 0.01% | 577 |
|
|
2022
Q4 | $4K | Buy |
215
+82
| +62% | +$1.53K | ﹤0.01% | 3331 |
|
|
2022
Q3 | $2K | Buy |
133
+100
| +303% | +$1.5K | ﹤0.01% | 3532 |
|
|
2022
Q2 | $1K | Buy |
+33
| New | +$1K | ﹤0.01% | 3627 |
|