Carson Wealth (CWM LLC)’s Telephone and Data Systems TDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $181K | Sell |
5,083
-61
| -1% | -$2.17K | ﹤0.01% | 2261 |
|
|
2025
Q1 | $199K | Sell |
5,144
-67
| -1% | -$2.59K | ﹤0.01% | 1922 |
|
|
2024
Q4 | $178K | Buy |
5,211
+216
| +4% | +$7.38K | ﹤0.01% | 1899 |
|
|
2024
Q3 | $116K | Buy |
4,995
+1,056
| +27% | +$24.5K | ﹤0.01% | 2112 |
|
|
2024
Q2 | $82K | Buy |
3,939
+1,430
| +57% | +$29.8K | ﹤0.01% | 2110 |
|
|
2024
Q1 | $40K | Buy |
2,509
+187
| +8% | +$2.98K | ﹤0.01% | 2451 |
|
|
2023
Q4 | $43K | Sell |
2,322
-160
| -6% | -$2.96K | ﹤0.01% | 2277 |
|
|
2023
Q3 | $45K | Buy |
2,482
+288
| +13% | +$5.22K | ﹤0.01% | 2128 |
|
|
2023
Q2 | $18K | Buy |
2,194
+1,581
| +258% | +$13K | ﹤0.01% | 2721 |
|
|
2023
Q1 | $6K | Buy |
613
+119
| +24% | +$1.17K | ﹤0.01% | 3238 |
|
|
2022
Q4 | $5K | Buy |
494
+168
| +52% | +$1.7K | ﹤0.01% | 3222 |
|
|
2022
Q3 | $5K | Sell |
326
-32
| -9% | -$491 | ﹤0.01% | 3102 |
|
|
2022
Q2 | $6K | Sell |
358
-61
| -15% | -$1.02K | ﹤0.01% | 2921 |
|
|
2022
Q1 | $8K | Buy |
419
+19
| +5% | +$363 | ﹤0.01% | 2636 |
|
|
2021
Q4 | $8K | Buy |
+400
| New | +$8K | ﹤0.01% | 2493 |
|
|
2018
Q4 | – | Sell |
-45
| Closed | -$1K | – | 2228 |
|
|
2018
Q3 | $1K | Buy |
+45
| New | +$1K | ﹤0.01% | 1747 |
|
|
2017
Q4 | – | Sell |
-16
| Closed | – | – | 1577 |
|
|
2017
Q3 | $0 | Hold |
16
| – | – | ﹤0.01% | 1559 |
|
|
2017
Q2 | $0 | Buy |
+16
| New | – | ﹤0.01% | 1310 |
|
|
2016
Q3 | – | Sell |
-43
| Closed | -$1K | – | 1059 |
|
|
2016
Q2 | $1K | Hold |
43
| – | – | ﹤0.01% | 758 |
|
|
2016
Q1 | $1K | Hold |
43
| – | – | ﹤0.01% | 718 |
|
|
2015
Q4 | $1K | Hold |
43
| – | – | ﹤0.01% | 657 |
|
|
2015
Q3 | $1K | Buy |
+43
| New | +$1K | ﹤0.01% | 613 |
|
|
2014
Q1 | – | Sell |
-43
| Closed | -$1K | – | 405 |
|
|
2013
Q4 | $1K | Hold |
43
| – | – | ﹤0.01% | 560 |
|
|
2013
Q3 | $1K | Buy |
+43
| New | +$1K | ﹤0.01% | 436 |
|