Carson Wealth (CWM LLC)’s Velocity Financial VEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $84K | Sell |
4,521
-996
| -18% | -$18.5K | ﹤0.01% | 2871 |
|
|
2025
Q1 | $103K | Buy |
5,517
+868
| +19% | +$16.2K | ﹤0.01% | 2406 |
|
|
2024
Q4 | $91K | Buy |
4,649
+537
| +13% | +$10.5K | ﹤0.01% | 2347 |
|
|
2024
Q3 | $81K | Buy |
4,112
+4,074
| +10,721% | +$80.3K | ﹤0.01% | 2335 |
|
|
2024
Q2 | $1K | Buy |
38
+37
| +3,700% | +$974 | ﹤0.01% | 4508 |
|
|
2024
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 4772 |
|