Carson Wealth (CWM LLC)’s TTEC Holdings TTEC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$6K Buy
1,213
+566
+87% +$2.8K ﹤0.01% 4564
2025
Q1
$2K Buy
647
+471
+268% +$1.46K ﹤0.01% 4814
2024
Q4
$1K Sell
176
-77
-30% -$437 ﹤0.01% 4820
2024
Q3
$1K Sell
253
-2,753
-92% -$10.9K ﹤0.01% 4725
2024
Q2
$18K Buy
3,006
+260
+9% +$1.56K ﹤0.01% 3197
2024
Q1
$28K Buy
2,746
+1,014
+59% +$10.3K ﹤0.01% 2686
2023
Q4
$38K Sell
1,732
-304
-15% -$6.67K ﹤0.01% 2347
2023
Q3
$53K Sell
2,036
-23,905
-92% -$622K ﹤0.01% 2023
2023
Q2
$878K Buy
25,941
+2,427
+10% +$82.1K 0.01% 755
2023
Q1
$875K Buy
23,514
+2,931
+14% +$109K 0.01% 696
2022
Q4
$908K Buy
20,583
+3,708
+22% +$164K 0.01% 646
2022
Q3
$748K Buy
16,875
+556
+3% +$24.6K 0.01% 629
2022
Q2
$1.11M Sell
16,319
-231
-1% -$15.7K 0.01% 540
2022
Q1
$1.37M Sell
16,550
-2,391
-13% -$197K 0.01% 487
2021
Q4
$1.72M Buy
+18,941
New +$1.72M 0.01% 466
2021
Q2
$2.22M Hold
21,527
0.02% 399
2021
Q1
$2.22M Hold
21,527
0.02% 399
2020
Q4
$2.22M Hold
21,527
0.02% 399
2020
Q3
$2.22M Hold
21,527
0.02% 399
2020
Q2
$2.22M Hold
21,527
0.02% 399
2020
Q1
$2.22M Hold
21,527
0.02% 399
2019
Q4
$2.22M Hold
21,527
0.02% 399
2019
Q3
$2.22M Hold
21,527
0.02% 399
2019
Q2
$2.22M Hold
21,527
0.02% 399
2019
Q1
$2.22M Buy
+21,527
New +$2.22M 0.02% 399