Carson Wealth (CWM LLC)’s Tradeweb Markets TW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $794K | Buy |
5,421
+3,215
| +146% | +$471K | ﹤0.01% | 1374 |
|
|
2025
Q1 | $328K | Sell |
2,206
-15,750
| -88% | -$2.34M | ﹤0.01% | 1623 |
|
|
2024
Q4 | $2.35M | Sell |
17,956
-1,965
| -10% | -$257K | 0.01% | 724 |
|
|
2024
Q3 | $2.46M | Sell |
19,921
-2,800
| -12% | -$346K | 0.01% | 634 |
|
|
2024
Q2 | $2.41M | Buy |
22,721
+21,462
| +1,705% | +$2.27M | 0.01% | 593 |
|
|
2024
Q1 | $131K | Buy |
1,259
+534
| +74% | +$55.6K | ﹤0.01% | 1725 |
|
|
2023
Q4 | $66K | Buy |
725
+14
| +2% | +$1.27K | ﹤0.01% | 2012 |
|
|
2023
Q3 | $57K | Hold |
711
| – | – | ﹤0.01% | 1985 |
|
|
2023
Q2 | $49K | Buy |
711
+10
| +1% | +$689 | ﹤0.01% | 2010 |
|
|
2023
Q1 | $55K | Buy |
701
+92
| +15% | +$7.22K | ﹤0.01% | 1813 |
|
|
2022
Q4 | $40K | Buy |
609
+360
| +145% | +$23.6K | ﹤0.01% | 1882 |
|
|
2022
Q3 | $14K | Sell |
249
-1,423
| -85% | -$80K | ﹤0.01% | 2485 |
|
|
2022
Q2 | $114K | Buy |
1,672
+1,133
| +210% | +$77.3K | ﹤0.01% | 1265 |
|
|
2022
Q1 | $47K | Buy |
539
+524
| +3,493% | +$45.7K | ﹤0.01% | 1639 |
|
|
2021
Q4 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 3175 |
|