Carson Wealth (CWM LLC)’s Transcat TRNS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56K | Buy |
646
+23
| +4% | +$1.99K | ﹤0.01% | 3192 |
|
|
2025
Q1 | $46K | Buy |
623
+1
| +0.2% | +$74 | ﹤0.01% | 3054 |
|
|
2024
Q4 | $66K | Buy |
622
+610
| +5,083% | +$64.7K | ﹤0.01% | 2589 |
|
|
2024
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 4722 |
|
|
2024
Q2 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 4494 |
|
|
2023
Q3 | – | Sell |
-62
| Closed | -$5K | – | 4523 |
|
|
2023
Q2 | $5K | Buy |
+62
| New | +$5K | ﹤0.01% | 3469 |
|
|
2022
Q3 | – | Sell |
-5
| Closed | – | – | 4164 |
|
|
2022
Q2 | $0 | Sell |
5
-14
| -74% | – | ﹤0.01% | 4075 |
|
|
2022
Q1 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 3220 |
|