Carson Wealth (CWM LLC)’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.88M | Sell |
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|
2025
Q2 | $7.69M | Sell |
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|
2025
Q1 | $6.74M | Sell |
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|
2024
Q4 | $6.58M | Sell |
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|
2024
Q3 | $7.67M | Sell |
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|
2024
Q2 | $7.93M | Sell |
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|
2024
Q1 | $7.94M | Sell |
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|
2023
Q4 | $8.28M | Sell |
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|
2023
Q3 | $7.28M | Sell |
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|
2023
Q2 | $8.81M | Sell |
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|
2023
Q1 | $10.2M | Sell |
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|
2022
Q4 | $9.53M | Sell |
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|
2022
Q3 | $8.87M | Sell |
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|
2022
Q2 | $9.09M | Buy |
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|
2022
Q1 | $9.31M | Buy |
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|
2021
Q4 | $10.1M | Buy |
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|
2021
Q2 | $9.35M | Hold |
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|
2021
Q1 | $9.35M | Hold |
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|
2020
Q4 | $9.35M | Hold |
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|
2020
Q3 | $9.35M | Hold |
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|
2020
Q2 | $9.35M | Hold |
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|
2020
Q1 | $9.35M | Hold |
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|
2019
Q4 | $9.35M | Hold |
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|
2019
Q3 | $9.35M | Hold |
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|
2019
Q2 | $9.35M | Hold |
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|
2019
Q1 | $9.35M | Buy |
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|
2018
Q4 | $1.25M | Buy |
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|
2018
Q3 | $264K | Buy |
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|
2018
Q2 | $4K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $6K | Buy |
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