Carson Wealth (CWM LLC)’s Virtu Financial VIRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $641K | Buy |
14,303
+668
| +5% | +$29.9K | ﹤0.01% | 1483 |
|
|
2025
Q1 | $520K | Buy |
13,635
+362
| +3% | +$13.8K | ﹤0.01% | 1424 |
|
|
2024
Q4 | $474K | Buy |
13,273
+5,990
| +82% | +$214K | ﹤0.01% | 1397 |
|
|
2024
Q3 | $222K | Buy |
7,283
+141
| +2% | +$4.3K | ﹤0.01% | 1702 |
|
|
2024
Q2 | $160K | Buy |
7,142
+1,346
| +23% | +$30.2K | ﹤0.01% | 1706 |
|
|
2024
Q1 | $119K | Buy |
5,796
+3,665
| +172% | +$75.2K | ﹤0.01% | 1774 |
|
|
2023
Q4 | $43K | Buy |
2,131
+1,127
| +112% | +$22.7K | ﹤0.01% | 2279 |
|
|
2023
Q3 | $17K | Buy |
1,004
+968
| +2,689% | +$16.4K | ﹤0.01% | 2804 |
|
|
2023
Q2 | $1K | Sell |
36
-136
| -79% | -$3.78K | ﹤0.01% | 4080 |
|
|
2023
Q1 | $3K | Buy |
+172
| New | +$3K | ﹤0.01% | 3572 |
|
|
2022
Q3 | – | Sell |
-10
| Closed | – | – | 4184 |
|
|
2022
Q2 | $0 | Sell |
10
-20
| -67% | – | ﹤0.01% | 4088 |
|
|
2022
Q1 | $1K | Sell |
30
-58
| -66% | -$1.93K | ﹤0.01% | 3411 |
|
|
2021
Q4 | $3K | Buy |
+88
| New | +$3K | ﹤0.01% | 3038 |
|
|
2021
Q2 | $2K | Hold |
66
| – | – | ﹤0.01% | 2686 |
|
|
2021
Q1 | $2K | Hold |
66
| – | – | ﹤0.01% | 2686 |
|
|
2020
Q4 | $2K | Hold |
66
| – | – | ﹤0.01% | 2686 |
|
|
2020
Q3 | $2K | Hold |
66
| – | – | ﹤0.01% | 2686 |
|
|
2020
Q2 | $2K | Hold |
66
| – | – | ﹤0.01% | 2686 |
|
|
2020
Q1 | $2K | Hold |
66
| – | – | ﹤0.01% | 2686 |
|
|
2019
Q4 | $2K | Hold |
66
| – | – | ﹤0.01% | 2686 |
|
|
2019
Q3 | $2K | Hold |
66
| – | – | ﹤0.01% | 2686 |
|
|
2019
Q2 | $2K | Hold |
66
| – | – | ﹤0.01% | 2686 |
|
|
2019
Q1 | $2K | Buy |
66
+46
| +230% | +$1.39K | ﹤0.01% | 2686 |
|
|
2018
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 2000 |
|