Carson Wealth (CWM LLC)’s LendingTree TREE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61K | Sell |
1,655
-3,120
| -65% | -$115K | ﹤0.01% | 3120 |
|
|
2025
Q1 | $240K | Buy |
4,775
+3,976
| +498% | +$200K | ﹤0.01% | 1808 |
|
|
2024
Q4 | $31K | Sell |
799
-1,381
| -63% | -$53.6K | ﹤0.01% | 3154 |
|
|
2024
Q3 | $127K | Buy |
2,180
+1,578
| +262% | +$91.9K | ﹤0.01% | 2041 |
|
|
2024
Q2 | $25K | Buy |
602
+420
| +231% | +$17.4K | ﹤0.01% | 2978 |
|
|
2024
Q1 | $8K | Buy |
182
+106
| +139% | +$4.66K | ﹤0.01% | 3471 |
|
|
2023
Q4 | $2K | Sell |
76
-16
| -17% | -$421 | ﹤0.01% | 3850 |
|
|
2023
Q3 | $1K | Hold |
92
| – | – | ﹤0.01% | 4084 |
|
|
2023
Q2 | $2K | Sell |
92
-4,221
| -98% | -$91.8K | ﹤0.01% | 3849 |
|
|
2023
Q1 | $115K | Buy |
4,313
+4,041
| +1,486% | +$108K | ﹤0.01% | 1425 |
|
|
2022
Q4 | $6K | Sell |
272
-169
| -38% | -$3.73K | ﹤0.01% | 3115 |
|
|
2022
Q3 | $11K | Buy |
441
+371
| +530% | +$9.25K | ﹤0.01% | 2646 |
|
|
2022
Q2 | $3K | Sell |
70
-61
| -47% | -$2.61K | ﹤0.01% | 3238 |
|
|
2022
Q1 | $16K | Buy |
131
+44
| +51% | +$5.37K | ﹤0.01% | 2228 |
|
|
2021
Q4 | $11K | Buy |
+87
| New | +$11K | ﹤0.01% | 2315 |
|
|
2021
Q2 | $6K | Hold |
26
| – | – | ﹤0.01% | 2311 |
|
|
2021
Q1 | $6K | Hold |
26
| – | – | ﹤0.01% | 2311 |
|
|
2020
Q4 | $6K | Hold |
26
| – | – | ﹤0.01% | 2311 |
|
|
2020
Q3 | $6K | Hold |
26
| – | – | ﹤0.01% | 2311 |
|
|
2020
Q2 | $6K | Hold |
26
| – | – | ﹤0.01% | 2311 |
|
|
2020
Q1 | $6K | Hold |
26
| – | – | ﹤0.01% | 2311 |
|
|
2019
Q4 | $6K | Hold |
26
| – | – | ﹤0.01% | 2311 |
|
|
2019
Q3 | $6K | Hold |
26
| – | – | ﹤0.01% | 2311 |
|
|
2019
Q2 | $6K | Hold |
26
| – | – | ﹤0.01% | 2311 |
|
|
2019
Q1 | $6K | Buy |
26
+19
| +271% | +$4.39K | ﹤0.01% | 2311 |
|
|
2018
Q4 | $2K | Buy |
7
+3
| +75% | +$857 | ﹤0.01% | 1796 |
|
|
2018
Q3 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 1752 |
|