Carson Wealth (CWM LLC)’s TrueCar TRUE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-8,292
| Closed | -$19K | – | 5794 |
|
|
2025
Q4 | $19K | Buy |
8,292
+1,555
| +23% | +$3.33K | ﹤0.01% | 4213 |
|
|
2025
Q3 | $12K | Sell |
6,737
-419
| -6% | -$843 | ﹤0.01% | 4410 |
|
|
2025
Q2 | $14K | Sell |
7,156
-1,206
| -14% | -$1.84K | ﹤0.01% | 4130 |
|
|
2025
Q1 | $13K | Buy |
8,362
+1,404
| +20% | +$3.9K | ﹤0.01% | 3975 |
|
|
2024
Q4 | $26K | Buy |
6,958
+1,936
| +39% | +$7.61K | ﹤0.01% | 3266 |
|
|
2024
Q3 | $17K | Buy |
5,022
+726
| +17% | +$2.33K | ﹤0.01% | 3477 |
|
|
2024
Q2 | $13K | Buy |
4,296
+208
| +5% | +$609 | ﹤0.01% | 3406 |
|
|
2024
Q1 | $14K | Buy |
4,088
+6
| +0.1% | +$21 | ﹤0.01% | 3151 |
|
|
2023
Q4 | $14K | Hold |
4,082
| – | – | ﹤0.01% | 3011 |
|
|
2023
Q3 | $8K | Hold |
4,082
| – | – | ﹤0.01% | 3270 |
|
|
2023
Q2 | $9K | Hold |
4,082
| – | – | ﹤0.01% | 3162 |
|
|
2023
Q1 | $9K | Hold |
4,082
| – | – | ﹤0.01% | 3037 |
|
|
2022
Q4 | $10K | Sell |
4,082
-10,697
| -72% | -$22.3K | ﹤0.01% | 2815 |
|
|
2022
Q3 | $22K | Buy |
14,779
+14,727
| +28,321% | +$33.6K | ﹤0.01% | 2175 |
|
|
2022
Q2 | $0 | Buy |
+52
| New | +$172 | ﹤0.01% | 4103 |
|
|
2021
Q2 | $3K | Hold |
510
| – | – | ﹤0.01% | 2568 |
|
|
2021
Q1 | $3K | Hold |
510
| – | – | ﹤0.01% | 2567 |
|
|
2020
Q4 | $3K | Hold |
510
| – | – | ﹤0.01% | 2567 |
|
|
2020
Q3 | $3K | Hold |
510
| – | – | ﹤0.01% | 2566 |
|
|
2020
Q2 | $3K | Hold |
510
| – | – | ﹤0.01% | 2565 |
|
|
2020
Q1 | $3K | Hold |
510
| – | – | ﹤0.01% | 2563 |
|
|
2019
Q4 | $3K | Hold |
510
| – | – | ﹤0.01% | 2562 |
|
|
2019
Q3 | $3K | Hold |
510
| – | – | ﹤0.01% | 2562 |
|
|
2019
Q2 | $3K | Hold |
510
| – | – | ﹤0.01% | 2562 |
|
|
2019
Q1 | $3K | Buy |
+510
| New | +$4.25K | ﹤0.01% | 2562 |
|
|
2018
Q3 | – | Sell |
-82
| Closed | -$1K | – | 1995 |
|
|
2018
Q2 | $1K | Sell |
82
-6,255
| -99% | -$61.5K | ﹤0.01% | 1606 |
|
|
2018
Q1 | $60K | Sell |
6,337
-147,010
| -96% | -$1.64M | ﹤0.01% | 524 |
|
|
2017
Q4 | $1.72M | Buy |
+153,347
| New | +$2.02M | 0.08% | 188 |
|
Other funds holding TRUE
Carson Wealth (CWM LLC)'s TRUE Position: Q1 2026 in Review
Carson Wealth (CWM LLC) sold out of TrueCar (TRUE) in Q1 2026, closing a stake of 8,292 shares — an estimated $19K sold.
Carson Wealth (CWM LLC) first reported a position in TRUE in Q4 2017 and held it in 28 quarters. The position peaked at $1.72M in Q4 2017. 1 fund tracked by Wall St. Rank holds TRUE as of Q1 2026.
- Carson Wealth (CWM LLC) reported no remaining TrueCar position as of Q1 2026 after selling out during the quarter.
- Carson Wealth (CWM LLC) sold 8,292 TrueCar shares in Q1 2026, an estimated $19K.
- Carson Wealth (CWM LLC) first reported a position in TrueCar in Q4 2017 and held it in 28 quarters.
- Carson Wealth (CWM LLC)'s TrueCar position peaked at $1.72M in Q4 2017.
- 1 fund tracked by Wall St. Rank held TrueCar as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.