Carson Wealth (CWM LLC)’s TransUnion TRU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Sell |
3,069
-2,789
| -48% | -$245K | ﹤0.01% | 1939 |
|
|
2025
Q1 | $486K | Sell |
5,858
-5,891
| -50% | -$489K | ﹤0.01% | 1451 |
|
|
2024
Q4 | $1.09M | Sell |
11,749
-2,134
| -15% | -$198K | ﹤0.01% | 1033 |
|
|
2024
Q3 | $1.45M | Buy |
13,883
+11,541
| +493% | +$1.21M | 0.01% | 838 |
|
|
2024
Q2 | $174K | Buy |
2,342
+667
| +40% | +$49.6K | ﹤0.01% | 1655 |
|
|
2024
Q1 | $134K | Buy |
1,675
+131
| +8% | +$10.5K | ﹤0.01% | 1710 |
|
|
2023
Q4 | $106K | Buy |
1,544
+400
| +35% | +$27.5K | ﹤0.01% | 1726 |
|
|
2023
Q3 | $82K | Buy |
1,144
+65
| +6% | +$4.66K | ﹤0.01% | 1753 |
|
|
2023
Q2 | $85K | Buy |
1,079
+237
| +28% | +$18.7K | ﹤0.01% | 1652 |
|
|
2023
Q1 | $52K | Sell |
842
-75
| -8% | -$4.63K | ﹤0.01% | 1851 |
|
|
2022
Q4 | $52K | Sell |
917
-219
| -19% | -$12.4K | ﹤0.01% | 1709 |
|
|
2022
Q3 | $68K | Buy |
1,136
+626
| +123% | +$37.5K | ﹤0.01% | 1511 |
|
|
2022
Q2 | $41K | Sell |
510
-263
| -34% | -$21.1K | ﹤0.01% | 1712 |
|
|
2022
Q1 | $80K | Buy |
773
+229
| +42% | +$23.7K | ﹤0.01% | 1415 |
|
|
2021
Q4 | $65K | Buy |
+544
| New | +$65K | ﹤0.01% | 1471 |
|
|
2021
Q2 | $59K | Hold |
541
| – | – | ﹤0.01% | 1326 |
|
|
2021
Q1 | $59K | Hold |
541
| – | – | ﹤0.01% | 1326 |
|
|
2020
Q4 | $59K | Hold |
541
| – | – | ﹤0.01% | 1326 |
|
|
2020
Q3 | $59K | Hold |
541
| – | – | ﹤0.01% | 1326 |
|
|
2020
Q2 | $59K | Hold |
541
| – | – | ﹤0.01% | 1326 |
|
|
2020
Q1 | $59K | Hold |
541
| – | – | ﹤0.01% | 1326 |
|
|
2019
Q4 | $59K | Hold |
541
| – | – | ﹤0.01% | 1326 |
|
|
2019
Q3 | $59K | Hold |
541
| – | – | ﹤0.01% | 1326 |
|
|
2019
Q2 | $59K | Hold |
541
| – | – | ﹤0.01% | 1326 |
|
|
2019
Q1 | $59K | Sell |
541
-112,232
| -100% | -$12.2M | ﹤0.01% | 1326 |
|
|
2018
Q4 | $6.41M | Sell |
112,773
-32,112
| -22% | -$1.82M | 0.16% | 130 |
|
|
2018
Q3 | $10.7M | Buy |
+144,885
| New | +$10.7M | 0.27% | 98 |
|
|
2017
Q3 | – | Sell |
-31
| Closed | -$1K | – | 1563 |
|
|
2017
Q2 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 1142 |
|