Carson Wealth (CWM LLC)’s Trinity Industries TRN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$240K Buy
8,878
+4,193
+89% +$113K ﹤0.01% 2013
2025
Q1
$131K Sell
4,685
-752
-14% -$21K ﹤0.01% 2203
2024
Q4
$191K Buy
5,437
+240
+5% +$8.43K ﹤0.01% 1846
2024
Q3
$181K Buy
5,197
+609
+13% +$21.2K ﹤0.01% 1809
2024
Q2
$137K Buy
4,588
+99
+2% +$2.96K ﹤0.01% 1785
2024
Q1
$125K Sell
4,489
-38
-0.8% -$1.06K ﹤0.01% 1757
2023
Q4
$120K Sell
4,527
-121
-3% -$3.21K ﹤0.01% 1647
2023
Q3
$113K Hold
4,648
﹤0.01% 1564
2023
Q2
$120K Buy
4,648
+270
+6% +$6.97K ﹤0.01% 1477
2023
Q1
$107K Sell
4,378
-52
-1% -$1.27K ﹤0.01% 1460
2022
Q4
$131K Sell
4,430
-287
-6% -$8.49K ﹤0.01% 1262
2022
Q3
$101K Sell
4,717
-702
-13% -$15K ﹤0.01% 1322
2022
Q2
$131K Sell
5,419
-381
-7% -$9.21K ﹤0.01% 1206
2022
Q1
$199K Buy
5,800
+25
+0.4% +$858 ﹤0.01% 1037
2021
Q4
$174K Buy
+5,775
New +$174K ﹤0.01% 1084
2021
Q2
$13K Hold
471
﹤0.01% 1998
2021
Q1
$13K Hold
471
﹤0.01% 1998
2020
Q4
$13K Hold
471
﹤0.01% 1998
2020
Q3
$13K Hold
471
﹤0.01% 1998
2020
Q2
$13K Hold
471
﹤0.01% 1998
2020
Q1
$13K Hold
471
﹤0.01% 1998
2019
Q4
$13K Hold
471
﹤0.01% 1998
2019
Q3
$13K Hold
471
﹤0.01% 1998
2019
Q2
$13K Hold
471
﹤0.01% 1998
2019
Q1
$13K Buy
471
+271
+136% +$7.48K ﹤0.01% 1998
2018
Q4
$4K Sell
200
-78
-28% -$1.56K ﹤0.01% 1606
2018
Q3
$7K Hold
278
﹤0.01% 1263
2018
Q2
$7K Hold
278
﹤0.01% 1115
2018
Q1
$7K Hold
278
﹤0.01% 947
2017
Q4
$7K Buy
+278
New +$7K ﹤0.01% 999
2016
Q2
Sell
-849
Closed -$11K 858
2016
Q1
$11K Sell
849
-420,421
-100% -$5.45M ﹤0.01% 515
2015
Q4
$7.29M Buy
421,270
+40,570
+11% +$702K 0.71% 54
2015
Q3
$6.21M Buy
+380,700
New +$6.21M 0.63% 61