Carson Wealth (CWM LLC)’s Vital Farms VITL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63K | Sell |
1,631
-523
| -24% | -$20.2K | ﹤0.01% | 3094 |
|
|
2025
Q1 | $66K | Buy |
2,154
+650
| +43% | +$19.9K | ﹤0.01% | 2746 |
|
|
2024
Q4 | $57K | Buy |
1,504
+704
| +88% | +$26.7K | ﹤0.01% | 2708 |
|
|
2024
Q3 | $28K | Sell |
800
-257
| -24% | -$9K | ﹤0.01% | 3159 |
|
|
2024
Q2 | $49K | Buy |
1,057
+655
| +163% | +$30.4K | ﹤0.01% | 2493 |
|
|
2024
Q1 | $9K | Hold |
402
| – | – | ﹤0.01% | 3423 |
|
|
2023
Q4 | $6K | Sell |
402
-50
| -11% | -$746 | ﹤0.01% | 3462 |
|
|
2023
Q3 | $5K | Buy |
452
+117
| +35% | +$1.29K | ﹤0.01% | 3503 |
|
|
2023
Q2 | $4K | Hold |
335
| – | – | ﹤0.01% | 3568 |
|
|
2023
Q1 | $5K | Hold |
335
| – | – | ﹤0.01% | 3329 |
|
|
2022
Q4 | $5K | Hold |
335
| – | – | ﹤0.01% | 3229 |
|
|
2022
Q3 | $4K | Hold |
335
| – | – | ﹤0.01% | 3226 |
|
|
2022
Q2 | $3K | Buy |
+335
| New | +$3K | ﹤0.01% | 3246 |
|
|
2021
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 2974 |
|
|
2021
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 2974 |
|
|
2020
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 2974 |
|
|
2020
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 2974 |
|
|
2020
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 2974 |
|
|
2020
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 2974 |
|
|
2019
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 2974 |
|
|
2019
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 2974 |
|
|
2019
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 2974 |
|
|
2019
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 3261 |
|