Carson Wealth (CWM LLC)
TWKS

Carson Wealth (CWM LLC)’s Thoughtworks Holding, Inc. Common Stock TWKS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TWKS Stock Details TWKS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,060
Closed -$9K – 5256
2024
Q3 		$9K Buy
2,060
+22
+1% +$84 ﹤0.01% 3867
2024
Q2 		$6K Buy
2,038
+2,029
+22,544% +$5.44K ﹤0.01% 3830
2024
Q1 		$0 Buy
+9
New +$35 ﹤0.01% 4827
2023
Q4 		– Sell
-122
Closed – – 4593
2023
Q3 		$0 Sell
122
-592
-83% -$3.36K ﹤0.01% 4592
2023
Q2 		$5K Sell
714
-1,816
-72% -$13.4K ﹤0.01% 3486
2023
Q1 		$19K Buy
2,530
+844
+50% +$7.82K ﹤0.01% 2560
2022
Q4 		$17K Buy
1,686
+1,112
+194% +$10.3K ﹤0.01% 2493
2022
Q3 		$6K Buy
574
+351
+157% +$4.95K ﹤0.01% 3018
2022
Q2 		$3K Buy
+223
New +$3.86K ﹤0.01% 3270

Other funds holding TWKS

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TWKS Position: Q4 2024 in Review

Carson Wealth (CWM LLC) sold out of Thoughtworks Holding, Inc. Common Stock (TWKS) in Q4 2024, closing a stake of 2,060 shares — an estimated $9K sold.

Carson Wealth (CWM LLC) first reported a position in TWKS in Q2 2022 and held it in 9 quarters. The position peaked at $19K in Q1 2023. 1 fund tracked by Wall St. Rank holds TWKS as of Q4 2024.

  • Carson Wealth (CWM LLC) reported no remaining Thoughtworks Holding, Inc. Common Stock position as of Q4 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 2,060 Thoughtworks Holding, Inc. Common Stock shares in Q4 2024, an estimated $9K.
  • Carson Wealth (CWM LLC) first reported a position in Thoughtworks Holding, Inc. Common Stock in Q2 2022 and held it in 9 quarters.
  • Carson Wealth (CWM LLC)'s Thoughtworks Holding, Inc. Common Stock position peaked at $19K in Q1 2023.
  • 1 fund tracked by Wall St. Rank held Thoughtworks Holding, Inc. Common Stock as of Q4 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2024, filed 4 Feb 2025.