Carson Wealth (CWM LLC)’s Marriott Vacations Worldwide VAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $132K | Sell |
1,826
-1,767
| -49% | -$128K | ﹤0.01% | 2486 |
|
|
2025
Q1 | $231K | Sell |
3,593
-8,048
| -69% | -$517K | ﹤0.01% | 1831 |
|
|
2024
Q4 | $1.05M | Buy |
11,641
+6,250
| +116% | +$561K | ﹤0.01% | 1056 |
|
|
2024
Q3 | $396K | Buy |
5,391
+2,667
| +98% | +$196K | ﹤0.01% | 1412 |
|
|
2024
Q2 | $238K | Buy |
2,724
+2,093
| +332% | +$183K | ﹤0.01% | 1499 |
|
|
2024
Q1 | $68K | Buy |
631
+120
| +23% | +$12.9K | ﹤0.01% | 2106 |
|
|
2023
Q4 | $43K | Buy |
511
+2
| +0.4% | +$168 | ﹤0.01% | 2278 |
|
|
2023
Q3 | $51K | Buy |
509
+58
| +13% | +$5.81K | ﹤0.01% | 2051 |
|
|
2023
Q2 | $55K | Buy |
451
+8
| +2% | +$976 | ﹤0.01% | 1910 |
|
|
2023
Q1 | $60K | Buy |
443
+10
| +2% | +$1.35K | ﹤0.01% | 1767 |
|
|
2022
Q4 | $58K | Buy |
433
+53
| +14% | +$7.1K | ﹤0.01% | 1654 |
|
|
2022
Q3 | $46K | Buy |
380
+23
| +6% | +$2.78K | ﹤0.01% | 1702 |
|
|
2022
Q2 | $41K | Buy |
357
+234
| +190% | +$26.9K | ﹤0.01% | 1713 |
|
|
2022
Q1 | $19K | Sell |
123
-15
| -11% | -$2.32K | ﹤0.01% | 2113 |
|
|
2021
Q4 | $23K | Buy |
+138
| New | +$23K | ﹤0.01% | 1926 |
|
|
2021
Q2 | $12K | Hold |
73
| – | – | ﹤0.01% | 2030 |
|
|
2021
Q1 | $12K | Hold |
73
| – | – | ﹤0.01% | 2030 |
|
|
2020
Q4 | $12K | Hold |
73
| – | – | ﹤0.01% | 2030 |
|
|
2020
Q3 | $12K | Hold |
73
| – | – | ﹤0.01% | 2030 |
|
|
2020
Q2 | $12K | Hold |
73
| – | – | ﹤0.01% | 2030 |
|
|
2020
Q1 | $12K | Hold |
73
| – | – | ﹤0.01% | 2030 |
|
|
2019
Q4 | $12K | Hold |
73
| – | – | ﹤0.01% | 2030 |
|
|
2019
Q3 | $12K | Hold |
73
| – | – | ﹤0.01% | 2030 |
|
|
2019
Q2 | $12K | Hold |
73
| – | – | ﹤0.01% | 2030 |
|
|
2019
Q1 | $12K | Sell |
73
-122
| -63% | -$20.1K | ﹤0.01% | 2030 |
|
|
2018
Q4 | $14K | Hold |
195
| – | – | ﹤0.01% | 1231 |
|
|
2018
Q3 | $22K | Buy |
+195
| New | +$22K | ﹤0.01% | 932 |
|