Carson Wealth (CWM LLC)’s Trupanion TRUP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52K | Buy |
946
+71
| +8% | +$3.9K | ﹤0.01% | 3254 |
|
|
2025
Q1 | $33K | Buy |
875
+93
| +12% | +$3.51K | ﹤0.01% | 3320 |
|
|
2024
Q4 | $38K | Buy |
782
+46
| +6% | +$2.24K | ﹤0.01% | 2992 |
|
|
2024
Q3 | $31K | Buy |
736
+187
| +34% | +$7.88K | ﹤0.01% | 3077 |
|
|
2024
Q2 | $16K | Buy |
549
+380
| +225% | +$11.1K | ﹤0.01% | 3276 |
|
|
2024
Q1 | $5K | Buy |
169
+14
| +9% | +$414 | ﹤0.01% | 3699 |
|
|
2023
Q4 | $5K | Sell |
155
-121
| -44% | -$3.9K | ﹤0.01% | 3548 |
|
|
2023
Q3 | $8K | Sell |
276
-13
| -4% | -$377 | ﹤0.01% | 3268 |
|
|
2023
Q2 | $6K | Buy |
289
+127
| +78% | +$2.64K | ﹤0.01% | 3382 |
|
|
2023
Q1 | $7K | Sell |
162
-83
| -34% | -$3.59K | ﹤0.01% | 3162 |
|
|
2022
Q4 | $12K | Buy |
245
+103
| +73% | +$5.05K | ﹤0.01% | 2718 |
|
|
2022
Q3 | $8K | Buy |
142
+11
| +8% | +$620 | ﹤0.01% | 2852 |
|
|
2022
Q2 | $8K | Buy |
131
+7
| +6% | +$427 | ﹤0.01% | 2740 |
|
|
2022
Q1 | $11K | Buy |
124
+67
| +118% | +$5.94K | ﹤0.01% | 2440 |
|
|
2021
Q4 | $8K | Buy |
+57
| New | +$8K | ﹤0.01% | 2496 |
|
|
2021
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 2969 |
|
|
2021
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 2969 |
|
|
2020
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 2969 |
|
|
2020
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 2969 |
|
|
2020
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 2969 |
|
|
2020
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 2969 |
|
|
2019
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 2969 |
|
|
2019
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 2969 |
|
|
2019
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 2969 |
|
|
2019
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 3239 |
|
|
2018
Q2 | – | Sell |
-1,566
| Closed | -$47K | – | 1774 |
|
|
2018
Q1 | $47K | Buy |
1,566
+1,466
| +1,466% | +$44K | ﹤0.01% | 568 |
|
|
2017
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 1226 |
|
|
2017
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 1227 |
|
|
2017
Q2 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 1033 |
|