Carson Wealth (CWM LLC)’s Visteon VC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $729K | Buy |
7,815
+5,743
| +277% | +$536K | ﹤0.01% | 1415 |
|
|
2025
Q1 | $161K | Buy |
2,072
+497
| +32% | +$38.6K | ﹤0.01% | 2070 |
|
|
2024
Q4 | $140K | Buy |
1,575
+1,235
| +363% | +$110K | ﹤0.01% | 2066 |
|
|
2024
Q3 | $32K | Sell |
340
-306
| -47% | -$28.8K | ﹤0.01% | 3059 |
|
|
2024
Q2 | $69K | Sell |
646
-10
| -2% | -$1.07K | ﹤0.01% | 2237 |
|
|
2024
Q1 | $77K | Buy |
656
+255
| +64% | +$29.9K | ﹤0.01% | 2029 |
|
|
2023
Q4 | $50K | Buy |
401
+140
| +54% | +$17.5K | ﹤0.01% | 2185 |
|
|
2023
Q3 | $36K | Buy |
261
+16
| +7% | +$2.21K | ﹤0.01% | 2295 |
|
|
2023
Q2 | $35K | Sell |
245
-36
| -13% | -$5.14K | ﹤0.01% | 2257 |
|
|
2023
Q1 | $44K | Buy |
281
+33
| +13% | +$5.17K | ﹤0.01% | 1959 |
|
|
2022
Q4 | $32K | Buy |
248
+10
| +4% | +$1.29K | ﹤0.01% | 2047 |
|
|
2022
Q3 | $25K | Buy |
238
+94
| +65% | +$9.87K | ﹤0.01% | 2094 |
|
|
2022
Q2 | $15K | Buy |
144
+56
| +64% | +$5.83K | ﹤0.01% | 2329 |
|
|
2022
Q1 | $10K | Buy |
88
+83
| +1,660% | +$9.43K | ﹤0.01% | 2497 |
|
|
2021
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 3370 |
|
|
2021
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 2821 |
|
|
2021
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 2821 |
|
|
2020
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 2821 |
|
|
2020
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 2821 |
|
|
2020
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 2821 |
|
|
2020
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 2821 |
|
|
2019
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 2821 |
|
|
2019
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 2821 |
|
|
2019
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 2821 |
|
|
2019
Q1 | $1K | Sell |
5
-68
| -93% | -$13.6K | ﹤0.01% | 2821 |
|
|
2018
Q4 | $4K | Buy |
73
+5
| +7% | +$274 | ﹤0.01% | 1609 |
|
|
2018
Q3 | $6K | Hold |
68
| – | – | ﹤0.01% | 1302 |
|
|
2018
Q2 | $9K | Buy |
68
+7
| +11% | +$926 | ﹤0.01% | 1036 |
|
|
2018
Q1 | $7K | Hold |
61
| – | – | ﹤0.01% | 948 |
|
|
2017
Q4 | $8K | Hold |
61
| – | – | ﹤0.01% | 949 |
|
|
2017
Q3 | $8K | Buy |
61
+56
| +1,120% | +$7.34K | ﹤0.01% | 956 |
|
|
2017
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 1146 |
|
|
2017
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 1325 |
|
|
2016
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 1186 |
|
|
2016
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 1065 |
|
|
2016
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 860 |
|
|
2016
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 816 |
|
|
2014
Q1 | – | Sell |
-159
| Closed | -$13K | – | 431 |
|
|
2013
Q4 | $13K | Hold |
159
| – | – | ﹤0.01% | 383 |
|
|
2013
Q3 | $12K | Buy |
+159
| New | +$12K | ﹤0.01% | 311 |
|