Carson Wealth (CWM LLC)’s Thermon Group Holdings THR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$23K Sell
827
-95
-10% -$2.64K ﹤0.01% 3828
2025
Q1
$26K Buy
922
+376
+69% +$10.6K ﹤0.01% 3494
2024
Q4
$16K Sell
546
-132
-19% -$3.87K ﹤0.01% 3605
2024
Q3
$20K Buy
678
+122
+22% +$3.6K ﹤0.01% 3368
2024
Q2
$17K Buy
556
+296
+114% +$9.05K ﹤0.01% 3235
2024
Q1
$9K Buy
260
+101
+64% +$3.5K ﹤0.01% 3420
2023
Q4
$5K Hold
159
﹤0.01% 3545
2023
Q3
$4K Buy
159
+29
+22% +$730 ﹤0.01% 3603
2023
Q2
$3K Buy
130
+102
+364% +$2.35K ﹤0.01% 3693
2023
Q1
$1K Hold
28
﹤0.01% 3922
2022
Q4
$1K Buy
+28
New +$1K ﹤0.01% 3841
2019
Q1
Sell
-23
Closed 3232
2018
Q4
$0 Hold
23
﹤0.01% 2232
2018
Q3
$1K Hold
23
﹤0.01% 1750
2018
Q2
$1K Hold
23
﹤0.01% 1599
2018
Q1
$1K Hold
23
﹤0.01% 1334
2017
Q4
$1K Hold
23
﹤0.01% 1400
2017
Q3
$0 Hold
23
﹤0.01% 1562
2017
Q2
$0 Hold
23
﹤0.01% 1312
2017
Q1
$0 Buy
+23
New ﹤0.01% 1308