Carson Wealth (CWM LLC)’s Tiptree Inc TIPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36K | Buy |
1,545
+10
| +0.7% | +$233 | ﹤0.01% | 3518 |
|
|
2025
Q1 | $37K | Buy |
1,535
+713
| +87% | +$17.2K | ﹤0.01% | 3229 |
|
|
2024
Q4 | $17K | Buy |
822
+79
| +11% | +$1.63K | ﹤0.01% | 3553 |
|
|
2024
Q3 | $15K | Buy |
743
+385
| +108% | +$7.77K | ﹤0.01% | 3559 |
|
|
2024
Q2 | $6K | Buy |
358
+166
| +86% | +$2.78K | ﹤0.01% | 3812 |
|
|
2024
Q1 | $3K | Sell |
192
-35
| -15% | -$547 | ﹤0.01% | 3892 |
|
|
2023
Q4 | $4K | Buy |
227
+163
| +255% | +$2.87K | ﹤0.01% | 3637 |
|
|
2023
Q3 | $1K | Hold |
64
| – | – | ﹤0.01% | 4081 |
|
|
2023
Q2 | $1K | Sell |
64
-500
| -89% | -$7.81K | ﹤0.01% | 4067 |
|
|
2023
Q1 | $8K | Sell |
564
-28
| -5% | -$397 | ﹤0.01% | 3104 |
|
|
2022
Q4 | $8K | Buy |
592
+92
| +18% | +$1.24K | ﹤0.01% | 2957 |
|
|
2022
Q3 | $5K | Hold |
500
| – | – | ﹤0.01% | 3105 |
|
|
2022
Q2 | $5K | Hold |
500
| – | – | ﹤0.01% | 3012 |
|
|
2022
Q1 | $6K | Hold |
500
| – | – | ﹤0.01% | 2779 |
|
|
2021
Q4 | $7K | Buy |
+500
| New | +$7K | ﹤0.01% | 2566 |
|
|
2021
Q2 | $5K | Hold |
500
| – | – | ﹤0.01% | 2366 |
|
|
2021
Q1 | $5K | Hold |
500
| – | – | ﹤0.01% | 2366 |
|
|
2020
Q4 | $5K | Hold |
500
| – | – | ﹤0.01% | 2366 |
|
|
2020
Q3 | $5K | Hold |
500
| – | – | ﹤0.01% | 2366 |
|
|
2020
Q2 | $5K | Hold |
500
| – | – | ﹤0.01% | 2366 |
|
|
2020
Q1 | $5K | Hold |
500
| – | – | ﹤0.01% | 2366 |
|
|
2019
Q4 | $5K | Hold |
500
| – | – | ﹤0.01% | 2366 |
|
|
2019
Q3 | $5K | Hold |
500
| – | – | ﹤0.01% | 2366 |
|
|
2019
Q2 | $5K | Hold |
500
| – | – | ﹤0.01% | 2366 |
|
|
2019
Q1 | $5K | Buy |
+500
| New | +$5K | ﹤0.01% | 2366 |
|