Carson Wealth (CWM LLC)’s United States Lime & Minerals USLM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $326K | Buy |
3,264
+641
| +24% | +$64K | ﹤0.01% | 1806 |
|
|
2025
Q1 | $232K | Buy |
2,623
+557
| +27% | +$49.3K | ﹤0.01% | 1827 |
|
|
2024
Q4 | $274K | Buy |
2,066
+63
| +3% | +$8.36K | ﹤0.01% | 1647 |
|
|
2024
Q3 | $196K | Buy |
2,003
+738
| +58% | +$72.2K | ﹤0.01% | 1765 |
|
|
2024
Q2 | $92K | Buy |
1,265
+1,160
| +1,105% | +$84.4K | ﹤0.01% | 2022 |
|
|
2024
Q1 | $6K | Buy |
105
+100
| +2,000% | +$5.71K | ﹤0.01% | 3614 |
|
|
2023
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 4526 |
|
|
2023
Q2 | – | Sell |
-50
| Closed | -$2K | – | 4460 |
|
|
2023
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 3701 |
|
|
2022
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 3853 |
|
|
2022
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 3771 |
|
|
2022
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 3644 |
|
|
2022
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 3405 |
|
|
2021
Q4 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 3368 |
|
|
2021
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 2820 |
|
|
2021
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 2820 |
|
|
2020
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 2820 |
|
|
2020
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 2820 |
|
|
2020
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 2820 |
|
|
2020
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 2820 |
|
|
2019
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 2820 |
|
|
2019
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 2820 |
|
|
2019
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 2820 |
|
|
2019
Q1 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 2820 |
|