Carson Wealth (CWM LLC)’s LendingTree TREE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $116K | Buy |
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|
2025
Q2 | $61K | Sell |
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|
2025
Q1 | $240K | Buy |
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|
2024
Q4 | $31K | Sell |
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|
2024
Q3 | $127K | Buy |
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|
2024
Q2 | $25K | Buy |
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|
2024
Q1 | $8K | Buy |
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|
2023
Q4 | $2K | Sell |
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|
2023
Q3 | $1K | Hold |
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|
2023
Q2 | $2K | Sell |
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|
2023
Q1 | $115K | Buy |
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|
2022
Q4 | $6K | Sell |
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|
2022
Q3 | $11K | Buy |
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|
2022
Q2 | $3K | Sell |
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|
2022
Q1 | $16K | Buy |
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|
2021
Q4 | $11K | Buy |
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|
2021
Q2 | $6K | Hold |
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|
2021
Q1 | $6K | Hold |
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|
2020
Q4 | $6K | Hold |
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|
2020
Q3 | $6K | Hold |
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|
2020
Q2 | $6K | Hold |
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|
2020
Q1 | $6K | Hold |
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|
2019
Q4 | $6K | Hold |
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|
2019
Q3 | $6K | Hold |
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|
2019
Q2 | $6K | Hold |
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|
2019
Q1 | $6K | Buy |
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|
2018
Q4 | $2K | Buy |
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|
2018
Q3 | $1K | Buy |
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