Carson Wealth (CWM LLC)’s Varonis Systems VRNS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$951K Buy
18,747
+5,974
+47% +$303K ﹤0.01% 1260
2025
Q1
$517K Buy
12,773
+9,279
+266% +$376K ﹤0.01% 1428
2024
Q4
$155K Sell
3,494
-38,900
-92% -$1.73M ﹤0.01% 1996
2024
Q3
$2.4M Sell
42,394
-14,973
-26% -$846K 0.01% 644
2024
Q2
$2.75M Sell
57,367
-12,719
-18% -$610K 0.01% 558
2024
Q1
$3.31M Sell
70,086
-20,559
-23% -$970K 0.02% 507
2023
Q4
$4.1M Sell
90,645
-5,251
-5% -$238K 0.02% 434
2023
Q3
$2.93M Sell
95,896
-4,228
-4% -$129K 0.02% 460
2023
Q2
$2.67M Sell
100,124
-4,268
-4% -$114K 0.02% 468
2023
Q1
$2.72M Sell
104,392
-4,190
-4% -$109K 0.02% 432
2022
Q4
$2.6M Sell
108,582
-20,199
-16% -$483K 0.02% 410
2022
Q3
$3.42M Sell
128,781
-5,754
-4% -$153K 0.03% 338
2022
Q2
$3.95M Sell
134,535
-19,720
-13% -$578K 0.03% 327
2022
Q1
$7.33M Sell
154,255
-24,291
-14% -$1.15M 0.05% 249
2021
Q4
$8.71M Buy
+178,546
New +$8.71M 0.06% 228
2021
Q2
$14.5M Hold
251,944
0.12% 167
2021
Q1
$14.5M Sell
251,944
-503,888
-67% -$29M 0.12% 167
2020
Q4
$14.5M Hold
755,832
0.12% 167
2020
Q3
$14.5M Hold
755,832
0.12% 167
2020
Q2
$14.5M Hold
755,832
0.12% 167
2020
Q1
$14.5M Hold
755,832
0.12% 167
2019
Q4
$14.5M Hold
755,832
0.12% 167
2019
Q3
$14.5M Hold
755,832
0.12% 167
2019
Q2
$14.5M Hold
755,832
0.12% 167
2019
Q1
$14.5M Buy
+755,832
New +$14.5M 0.12% 167
2018
Q4
Sell
-18
Closed 2253
2018
Q3
$0 Buy
+18
New ﹤0.01% 2001