Carson Wealth (CWM LLC)’s Teradata TDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
50,491
+44,224
| +706% | +$986K | ﹤0.01% | 1187 |
|
|
2025
Q1 | $141K | Sell |
6,267
-35,990
| -85% | -$810K | ﹤0.01% | 2150 |
|
|
2024
Q4 | $1.32M | Buy |
42,257
+20,285
| +92% | +$632K | 0.01% | 944 |
|
|
2024
Q3 | $667K | Buy |
21,972
+16,393
| +294% | +$498K | ﹤0.01% | 1204 |
|
|
2024
Q2 | $193K | Buy |
5,579
+2,975
| +114% | +$103K | ﹤0.01% | 1602 |
|
|
2024
Q1 | $101K | Buy |
2,604
+1,494
| +135% | +$57.9K | ﹤0.01% | 1879 |
|
|
2023
Q4 | $48K | Sell |
1,110
-723
| -39% | -$31.3K | ﹤0.01% | 2208 |
|
|
2023
Q3 | $83K | Buy |
1,833
+952
| +108% | +$43.1K | ﹤0.01% | 1748 |
|
|
2023
Q2 | $47K | Buy |
881
+473
| +116% | +$25.2K | ﹤0.01% | 2042 |
|
|
2023
Q1 | $16K | Hold |
408
| – | – | ﹤0.01% | 2668 |
|
|
2022
Q4 | $14K | Buy |
408
+62
| +18% | +$2.13K | ﹤0.01% | 2621 |
|
|
2022
Q3 | $11K | Buy |
346
+185
| +115% | +$5.88K | ﹤0.01% | 2644 |
|
|
2022
Q2 | $6K | Buy |
161
+8
| +5% | +$298 | ﹤0.01% | 2920 |
|
|
2022
Q1 | $8K | Sell |
153
-81
| -35% | -$4.24K | ﹤0.01% | 2635 |
|
|
2021
Q4 | $10K | Buy |
+234
| New | +$10K | ﹤0.01% | 2362 |
|
|
2021
Q2 | $12K | Hold |
244
| – | – | ﹤0.01% | 2027 |
|
|
2021
Q1 | $12K | Hold |
244
| – | – | ﹤0.01% | 2027 |
|
|
2020
Q4 | $12K | Hold |
244
| – | – | ﹤0.01% | 2027 |
|
|
2020
Q3 | $12K | Hold |
244
| – | – | ﹤0.01% | 2027 |
|
|
2020
Q2 | $12K | Hold |
244
| – | – | ﹤0.01% | 2027 |
|
|
2020
Q1 | $12K | Hold |
244
| – | – | ﹤0.01% | 2027 |
|
|
2019
Q4 | $12K | Hold |
244
| – | – | ﹤0.01% | 2027 |
|
|
2019
Q3 | $12K | Hold |
244
| – | – | ﹤0.01% | 2027 |
|
|
2019
Q2 | $12K | Hold |
244
| – | – | ﹤0.01% | 2027 |
|
|
2019
Q1 | $12K | Buy |
+244
| New | +$12K | ﹤0.01% | 2027 |
|
|
2017
Q1 | – | Sell |
-36
| Closed | -$1K | – | 1306 |
|
|
2016
Q4 | $1K | Hold |
36
| – | – | ﹤0.01% | 1073 |
|
|
2016
Q3 | $1K | Sell |
36
-8
| -18% | -$222 | ﹤0.01% | 958 |
|
|
2016
Q2 | $1K | Hold |
44
| – | – | ﹤0.01% | 757 |
|
|
2016
Q1 | $1K | Hold |
44
| – | – | ﹤0.01% | 717 |
|
|
2015
Q4 | $1K | Hold |
44
| – | – | ﹤0.01% | 656 |
|
|
2015
Q3 | $1K | Buy |
+44
| New | +$1K | ﹤0.01% | 612 |
|
|
2014
Q1 | – | Sell |
-439
| Closed | -$20K | – | 403 |
|
|
2013
Q4 | $20K | Hold |
439
| – | – | ﹤0.01% | 343 |
|
|
2013
Q3 | $24K | Buy |
+439
| New | +$24K | 0.01% | 250 |
|