Carson Wealth (CWM LLC)’s Victory Capital Holdings VCTR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $48K | Sell |
754
-237
| -24% | -$15.1K | ﹤0.01% | 3320 |
|
2025
Q1 | $57K | Buy |
991
+138
| +16% | +$7.94K | ﹤0.01% | 2875 |
|
2024
Q4 | $56K | Buy |
853
+81
| +10% | +$5.32K | ﹤0.01% | 2718 |
|
2024
Q3 | $43K | Buy |
772
+92
| +14% | +$5.12K | ﹤0.01% | 2808 |
|
2024
Q2 | $32K | Buy |
680
+564
| +486% | +$26.5K | ﹤0.01% | 2793 |
|
2024
Q1 | $5K | Sell |
116
-11
| -9% | -$474 | ﹤0.01% | 3705 |
|
2023
Q4 | $4K | Buy |
127
+26
| +26% | +$819 | ﹤0.01% | 3640 |
|
2023
Q3 | $3K | Hold |
101
| – | – | ﹤0.01% | 3712 |
|
2023
Q2 | $3K | Hold |
101
| – | – | ﹤0.01% | 3705 |
|
2023
Q1 | $3K | Hold |
101
| – | – | ﹤0.01% | 3571 |
|
2022
Q4 | $3K | Hold |
101
| – | – | ﹤0.01% | 3461 |
|
2022
Q3 | $2K | Hold |
101
| – | – | ﹤0.01% | 3545 |
|
2022
Q2 | $2K | Hold |
101
| – | – | ﹤0.01% | 3418 |
|
2022
Q1 | $3K | Hold |
101
| – | – | ﹤0.01% | 3079 |
|
2021
Q4 | $4K | Buy |
+101
| New | +$4K | ﹤0.01% | 2884 |
|
2021
Q2 | $3K | Hold |
101
| – | – | ﹤0.01% | 2547 |
|
2021
Q1 | $3K | Hold |
101
| – | – | ﹤0.01% | 2547 |
|
2020
Q4 | $3K | Hold |
101
| – | – | ﹤0.01% | 2547 |
|
2020
Q3 | $3K | Hold |
101
| – | – | ﹤0.01% | 2547 |
|
2020
Q2 | $3K | Hold |
101
| – | – | ﹤0.01% | 2547 |
|
2020
Q1 | $3K | Hold |
101
| – | – | ﹤0.01% | 2547 |
|
2019
Q4 | $3K | Hold |
101
| – | – | ﹤0.01% | 2547 |
|
2019
Q3 | $3K | Hold |
101
| – | – | ﹤0.01% | 2547 |
|
2019
Q2 | $3K | Hold |
101
| – | – | ﹤0.01% | 2547 |
|
2019
Q1 | $3K | Buy |
+101
| New | +$3K | ﹤0.01% | 2547 |
|