Carson Wealth (CWM LLC)’s Tidewater TDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43K | Buy |
927
+422
| +84% | +$19.6K | ﹤0.01% | 3400 |
|
|
2025
Q1 | $21K | Sell |
505
-469
| -48% | -$19.5K | ﹤0.01% | 3649 |
|
|
2024
Q4 | $53K | Buy |
974
+573
| +143% | +$31.2K | ﹤0.01% | 2758 |
|
|
2024
Q3 | $29K | Sell |
401
-67
| -14% | -$4.85K | ﹤0.01% | 3127 |
|
|
2024
Q2 | $45K | Buy |
468
+125
| +36% | +$12K | ﹤0.01% | 2546 |
|
|
2024
Q1 | $32K | Buy |
343
+83
| +32% | +$7.74K | ﹤0.01% | 2607 |
|
|
2023
Q4 | $19K | Sell |
260
-61
| -19% | -$4.46K | ﹤0.01% | 2814 |
|
|
2023
Q3 | $23K | Buy |
321
+49
| +18% | +$3.51K | ﹤0.01% | 2612 |
|
|
2023
Q2 | $15K | Buy |
272
+25
| +10% | +$1.38K | ﹤0.01% | 2835 |
|
|
2023
Q1 | $11K | Buy |
247
+55
| +29% | +$2.45K | ﹤0.01% | 2905 |
|
|
2022
Q4 | $7K | Hold |
192
| – | – | ﹤0.01% | 3030 |
|
|
2022
Q3 | $4K | Buy |
+192
| New | +$4K | ﹤0.01% | 3218 |
|