Carson Wealth (CWM LLC)’s TriNet TNET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43K | Buy |
582
+340
| +140% | +$25.1K | ﹤0.01% | 3401 |
|
|
2025
Q1 | $19K | Buy |
242
+71
| +42% | +$5.57K | ﹤0.01% | 3719 |
|
|
2024
Q4 | $16K | Buy |
171
+5
| +3% | +$468 | ﹤0.01% | 3606 |
|
|
2024
Q3 | $16K | Sell |
166
-1
| -0.6% | -$96 | ﹤0.01% | 3520 |
|
|
2024
Q2 | $17K | Buy |
167
+29
| +21% | +$2.95K | ﹤0.01% | 3236 |
|
|
2024
Q1 | $18K | Hold |
138
| – | – | ﹤0.01% | 2986 |
|
|
2023
Q4 | $16K | Hold |
138
| – | – | ﹤0.01% | 2923 |
|
|
2023
Q3 | $16K | Buy |
138
+1
| +0.7% | +$116 | ﹤0.01% | 2850 |
|
|
2023
Q2 | $13K | Sell |
137
-7
| -5% | -$664 | ﹤0.01% | 2938 |
|
|
2023
Q1 | $12K | Hold |
144
| – | – | ﹤0.01% | 2864 |
|
|
2022
Q4 | $10K | Buy |
144
+60
| +71% | +$4.17K | ﹤0.01% | 2811 |
|
|
2022
Q3 | $6K | Hold |
84
| – | – | ﹤0.01% | 3005 |
|
|
2022
Q2 | $7K | Buy |
84
+12
| +17% | +$1K | ﹤0.01% | 2828 |
|
|
2022
Q1 | $7K | Buy |
72
+16
| +29% | +$1.56K | ﹤0.01% | 2699 |
|
|
2021
Q4 | $5K | Buy |
+56
| New | +$5K | ﹤0.01% | 2757 |
|
|
2021
Q2 | $4K | Hold |
56
| – | – | ﹤0.01% | 2451 |
|
|
2021
Q1 | $4K | Hold |
56
| – | – | ﹤0.01% | 2451 |
|
|
2020
Q4 | $4K | Hold |
56
| – | – | ﹤0.01% | 2451 |
|
|
2020
Q3 | $4K | Hold |
56
| – | – | ﹤0.01% | 2451 |
|
|
2020
Q2 | $4K | Hold |
56
| – | – | ﹤0.01% | 2451 |
|
|
2020
Q1 | $4K | Hold |
56
| – | – | ﹤0.01% | 2451 |
|
|
2019
Q4 | $4K | Hold |
56
| – | – | ﹤0.01% | 2451 |
|
|
2019
Q3 | $4K | Hold |
56
| – | – | ﹤0.01% | 2451 |
|
|
2019
Q2 | $4K | Hold |
56
| – | – | ﹤0.01% | 2451 |
|
|
2019
Q1 | $4K | Buy |
56
+24
| +75% | +$1.71K | ﹤0.01% | 2451 |
|
|
2018
Q4 | $1K | Hold |
32
| – | – | ﹤0.01% | 1991 |
|
|
2018
Q3 | $2K | Buy |
32
+1
| +3% | +$63 | ﹤0.01% | 1566 |
|
|
2018
Q2 | $2K | Buy |
+31
| New | +$2K | ﹤0.01% | 1424 |
|