Carson Wealth (CWM LLC)’s Veris Residential VRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $401K | Buy |
21,268
+4,665
| +28% | +$79.1K | ﹤0.01% | 2175 |
|
|
2025
Q4 | $247K | Buy |
16,603
+4,225
| +34% | +$62.4K | ﹤0.01% | 2396 |
|
|
2025
Q3 | $188K | Buy |
12,378
+5,361
| +76% | +$79.7K | ﹤0.01% | 2500 |
|
|
2025
Q2 | $104K | Buy |
7,017
+6,333
| +926% | +$97.4K | ﹤0.01% | 2688 |
|
|
2025
Q1 | $12K | Buy |
684
+235
| +52% | +$3.8K | ﹤0.01% | 4027 |
|
|
2024
Q4 | $7K | Buy |
449
+163
| +57% | +$2.84K | ﹤0.01% | 4083 |
|
|
2024
Q3 | $5K | Buy |
286
+151
| +112% | +$2.49K | ﹤0.01% | 4144 |
|
|
2024
Q2 | $2K | Buy |
135
+101
| +297% | +$1.51K | ﹤0.01% | 4273 |
|
|
2024
Q1 | $1K | Hold |
34
| – | – | ﹤0.01% | 4236 |
|
|
2023
Q4 | $1K | Sell |
34
-316
| -90% | -$4.71K | ﹤0.01% | 4061 |
|
|
2023
Q3 | $6K | Buy |
350
+12
| +4% | +$211 | ﹤0.01% | 3406 |
|
|
2023
Q2 | $5K | Buy |
338
+259
| +328% | +$4.19K | ﹤0.01% | 3481 |
|
|
2023
Q1 | $1K | Buy |
79
+45
| +132% | +$717 | ﹤0.01% | 3955 |
|
|
2022
Q4 | $1K | Buy |
34
+20
| +143% | +$295 | ﹤0.01% | 3871 |
|
|
2022
Q3 | $0 | Sell |
14
-113
| -89% | -$1.52K | ﹤0.01% | 4210 |
|
|
2022
Q2 | $2K | Sell |
127
-1,111
| -90% | -$17.2K | ﹤0.01% | 3430 |
|
|
2022
Q1 | $22K | Buy |
1,238
+834
| +206% | +$14.5K | ﹤0.01% | 2034 |
|
|
2021
Q4 | $7K | Buy |
+404
| New | +$7.38K | ﹤0.01% | 2581 |
|
|
2018
Q4 | – | Sell |
-26
| Closed | -$1K | – | 2259 |
|
|
2018
Q3 | $1K | Hold |
26
| – | – | ﹤0.01% | 1765 |
|
|
2018
Q2 | $1K | Hold |
26
| – | – | ﹤0.01% | 1613 |
|
|
2018
Q1 | $0 | Hold |
26
| – | – | ﹤0.01% | 1548 |
|
|
2017
Q4 | $1K | Hold |
26
| – | – | ﹤0.01% | 1404 |
|
|
2017
Q3 | $1K | Hold |
26
| – | – | ﹤0.01% | 1424 |
|
|
2017
Q2 | $1K | Hold |
26
| – | – | ﹤0.01% | 1149 |
|
|
2017
Q1 | $1K | Buy |
+26
| New | +$729 | ﹤0.01% | 1115 |
|
Other funds holding VRE
VPM
H2CM
VCM
PAMP
FTCM
