Carson Wealth (CWM LLC)’s Telefonica TEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18K | Buy |
3,354
+78
| +2% | +$419 | ﹤0.01% | 3982 |
|
|
2025
Q1 | $15K | Sell |
3,276
-1,290
| -28% | -$5.91K | ﹤0.01% | 3887 |
|
|
2024
Q4 | $18K | Buy |
4,566
+1,534
| +51% | +$6.05K | ﹤0.01% | 3525 |
|
|
2024
Q3 | $15K | Buy |
3,032
+550
| +22% | +$2.72K | ﹤0.01% | 3558 |
|
|
2024
Q2 | $10K | Buy |
2,482
+470
| +23% | +$1.89K | ﹤0.01% | 3565 |
|
|
2024
Q1 | $9K | Sell |
2,012
-34
| -2% | -$152 | ﹤0.01% | 3419 |
|
|
2023
Q4 | $8K | Sell |
2,046
-408
| -17% | -$1.6K | ﹤0.01% | 3309 |
|
|
2023
Q3 | $10K | Buy |
2,454
+812
| +49% | +$3.31K | ﹤0.01% | 3144 |
|
|
2023
Q2 | $7K | Hold |
1,642
| – | – | ﹤0.01% | 3302 |
|
|
2023
Q1 | $7K | Buy |
1,642
+1,631
| +14,827% | +$6.95K | ﹤0.01% | 3161 |
|
|
2022
Q4 | $0 | Sell |
11
-1,089
| -99% | – | ﹤0.01% | 4235 |
|
|
2022
Q3 | $4K | Sell |
1,100
-959
| -47% | -$3.49K | ﹤0.01% | 3219 |
|
|
2022
Q2 | $11K | Sell |
2,059
-35
| -2% | -$187 | ﹤0.01% | 2533 |
|
|
2022
Q1 | $10K | Sell |
2,094
-503
| -19% | -$2.4K | ﹤0.01% | 2494 |
|
|
2021
Q4 | $11K | Buy |
+2,597
| New | +$11K | ﹤0.01% | 2314 |
|
|
2018
Q3 | – | Sell |
-199
| Closed | -$1K | – | 1982 |
|
|
2018
Q2 | $1K | Buy |
+199
| New | +$1K | ﹤0.01% | 1597 |
|
|
2018
Q1 | – | Sell |
-1
| Closed | – | – | 1532 |
|
|
2017
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1578 |
|