Carson Wealth (CWM LLC)’s Taylor Devices TAYD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23K | Buy |
524
+20
| +4% | +$878 | ﹤0.01% | 3827 |
|
|
2025
Q1 | $16K | Buy |
504
+3
| +0.6% | +$95 | ﹤0.01% | 3844 |
|
|
2024
Q4 | $21K | Sell |
501
-66
| -12% | -$2.77K | ﹤0.01% | 3411 |
|
|
2024
Q3 | $28K | Buy |
567
+67
| +13% | +$3.31K | ﹤0.01% | 3156 |
|
|
2024
Q2 | $22K | Hold |
500
| – | – | ﹤0.01% | 3058 |
|
|
2024
Q1 | $25K | Hold |
500
| – | – | ﹤0.01% | 2760 |
|
|
2023
Q4 | $11K | Hold |
500
| – | – | ﹤0.01% | 3146 |
|
|
2023
Q3 | $11K | Hold |
500
| – | – | ﹤0.01% | 3098 |
|
|
2023
Q2 | $13K | Hold |
500
| – | – | ﹤0.01% | 2935 |
|
|
2023
Q1 | $10K | Hold |
500
| – | – | ﹤0.01% | 2966 |
|
|
2022
Q4 | $7K | Hold |
500
| – | – | ﹤0.01% | 3029 |
|
|
2022
Q3 | $5K | Hold |
500
| – | – | ﹤0.01% | 3100 |
|
|
2022
Q2 | $4K | Hold |
500
| – | – | ﹤0.01% | 3129 |
|
|
2022
Q1 | $5K | Hold |
500
| – | – | ﹤0.01% | 2868 |
|
|
2021
Q4 | $5K | Buy |
+500
| New | +$5K | ﹤0.01% | 2756 |
|