Carson Wealth (CWM LLC)’s 2U Inc TWOU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-77
| Closed | – | – | 5277 |
|
|
2024
Q2 | $0 | Buy |
77
+68
| +756% | +$589 | ﹤0.01% | 5043 |
|
|
2024
Q1 | $0 | Sell |
9
-4
| -31% | -$78 | ﹤0.01% | 4844 |
|
|
2023
Q4 | $0 | Sell |
13
-33
| -72% | -$1.61K | ﹤0.01% | 4607 |
|
|
2023
Q3 | $3K | Buy |
46
+38
| +475% | +$3.88K | ﹤0.01% | 3737 |
|
|
2023
Q2 | $1K | Sell |
8
-4
| -33% | -$532 | ﹤0.01% | 4118 |
|
|
2023
Q1 | $2K | Hold |
12
| – | – | ﹤0.01% | 3733 |
|
|
2022
Q4 | $2K | Buy |
12
+4
| +50% | +$794 | ﹤0.01% | 3655 |
|
|
2022
Q3 | $2K | Sell |
8
-47
| -85% | -$12.2K | ﹤0.01% | 3570 |
|
|
2022
Q2 | $17K | Buy |
55
+31
| +129% | +$9.57K | ﹤0.01% | 2242 |
|
|
2022
Q1 | $9K | Buy |
24
+17
| +243% | +$6.84K | ﹤0.01% | 2574 |
|
|
2021
Q4 | $4K | Buy |
+7
| New | +$5.58K | ﹤0.01% | 2911 |
|
|
2021
Q2 | $6K | Hold |
5
| – | – | ﹤0.01% | 2324 |
|
|
2021
Q1 | $6K | Hold |
5
| – | – | ﹤0.01% | 2323 |
|
|
2020
Q4 | $6K | Hold |
5
| – | – | ﹤0.01% | 2322 |
|
|
2020
Q3 | $6K | Hold |
5
| – | – | ﹤0.01% | 2322 |
|
|
2020
Q2 | $6K | Hold |
5
| – | – | ﹤0.01% | 2322 |
|
|
2020
Q1 | $6K | Hold |
5
| – | – | ﹤0.01% | 2322 |
|
|
2019
Q4 | $6K | Hold |
5
| – | – | ﹤0.01% | 2322 |
|
|
2019
Q3 | $6K | Hold |
5
| – | – | ﹤0.01% | 2321 |
|
|
2019
Q2 | $6K | Hold |
5
| – | – | ﹤0.01% | 2321 |
|
|
2019
Q1 | $6K | Buy |
+5
| New | +$9.44K | ﹤0.01% | 2320 |
|
Other funds holding TWOU
Carson Wealth (CWM LLC)'s TWOU Position: Q3 2024 in Review
Carson Wealth (CWM LLC) sold out of 2U Inc (TWOU) in Q3 2024, closing a stake of 77 shares.
Carson Wealth (CWM LLC) first reported a position in TWOU in Q1 2019 and held it in 21 quarters. The position peaked at $17K in Q2 2022. 2 funds tracked by Wall St. Rank hold TWOU as of Q3 2024.
- Carson Wealth (CWM LLC) reported no remaining 2U Inc position as of Q3 2024 after selling out during the quarter.
- Carson Wealth (CWM LLC) sold 77 2U Inc shares in Q3 2024.
- Carson Wealth (CWM LLC) first reported a position in 2U Inc in Q1 2019 and held it in 21 quarters.
- Carson Wealth (CWM LLC)'s 2U Inc position peaked at $17K in Q2 2022.
- 2 funds tracked by Wall St. Rank held 2U Inc as of Q3 2024.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2024, filed 8 Oct 2024.