Carson Wealth (CWM LLC)’s NCR Voyix VYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17K | Sell |
1,431
-51
| -3% | -$606 | ﹤0.01% | 4022 |
|
|
2025
Q1 | $14K | Sell |
1,482
-1,690
| -53% | -$16K | ﹤0.01% | 3928 |
|
|
2024
Q4 | $44K | Sell |
3,172
-316
| -9% | -$4.38K | ﹤0.01% | 2901 |
|
|
2024
Q3 | $47K | Sell |
3,488
-2,956
| -46% | -$39.8K | ﹤0.01% | 2742 |
|
|
2024
Q2 | $80K | Buy |
6,444
+215
| +3% | +$2.67K | ﹤0.01% | 2135 |
|
|
2024
Q1 | $79K | Buy |
6,229
+4,859
| +355% | +$61.6K | ﹤0.01% | 2015 |
|
|
2023
Q4 | $23K | Sell |
1,370
-1,246
| -48% | -$20.9K | ﹤0.01% | 2706 |
|
|
2023
Q3 | $43K | Sell |
2,616
-25
| -0.9% | -$411 | ﹤0.01% | 2161 |
|
|
2023
Q2 | $41K | Sell |
2,641
-865
| -25% | -$13.4K | ﹤0.01% | 2122 |
|
|
2023
Q1 | $51K | Buy |
3,506
+194
| +6% | +$2.82K | ﹤0.01% | 1869 |
|
|
2022
Q4 | $48K | Sell |
3,312
-372
| -10% | -$5.39K | ﹤0.01% | 1771 |
|
|
2022
Q3 | $43K | Buy |
3,684
+1,397
| +61% | +$16.3K | ﹤0.01% | 1736 |
|
|
2022
Q2 | $44K | Buy |
2,287
+554
| +32% | +$10.7K | ﹤0.01% | 1685 |
|
|
2022
Q1 | $43K | Buy |
1,733
+1,281
| +283% | +$31.8K | ﹤0.01% | 1670 |
|
|
2021
Q4 | $11K | Buy |
+452
| New | +$11K | ﹤0.01% | 2318 |
|
|
2021
Q2 | $11K | Hold |
380
| – | – | ﹤0.01% | 2072 |
|
|
2021
Q1 | $11K | Hold |
380
| – | – | ﹤0.01% | 2072 |
|
|
2020
Q4 | $11K | Hold |
380
| – | – | ﹤0.01% | 2072 |
|
|
2020
Q3 | $11K | Hold |
380
| – | – | ﹤0.01% | 2072 |
|
|
2020
Q2 | $11K | Hold |
380
| – | – | ﹤0.01% | 2072 |
|
|
2020
Q1 | $11K | Hold |
380
| – | – | ﹤0.01% | 2072 |
|
|
2019
Q4 | $11K | Hold |
380
| – | – | ﹤0.01% | 2072 |
|
|
2019
Q3 | $11K | Hold |
380
| – | – | ﹤0.01% | 2072 |
|
|
2019
Q2 | $11K | Hold |
380
| – | – | ﹤0.01% | 2072 |
|
|
2019
Q1 | $11K | Buy |
+380
| New | +$11K | ﹤0.01% | 2072 |
|
|
2018
Q3 | – | Sell |
-82
| Closed | -$1K | – | 2006 |
|
|
2018
Q2 | $1K | Hold |
82
| – | – | ﹤0.01% | 1610 |
|
|
2018
Q1 | $2K | Sell |
82
-668
| -89% | -$16.3K | ﹤0.01% | 1210 |
|
|
2017
Q4 | $16K | Hold |
750
| – | – | ﹤0.01% | 754 |
|
|
2017
Q3 | $17K | Hold |
750
| – | – | ﹤0.01% | 757 |
|
|
2017
Q2 | $19K | Hold |
750
| – | – | ﹤0.01% | 642 |
|
|
2017
Q1 | $21K | Sell |
750
-58
| -7% | -$1.62K | ﹤0.01% | 593 |
|
|
2016
Q4 | $20K | Sell |
808
-17
| -2% | -$421 | ﹤0.01% | 584 |
|
|
2016
Q3 | $16K | Buy |
825
+753
| +1,046% | +$14.6K | ﹤0.01% | 589 |
|
|
2016
Q2 | $1K | Hold |
72
| – | – | ﹤0.01% | 763 |
|
|
2016
Q1 | $1K | Hold |
72
| – | – | ﹤0.01% | 723 |
|
|
2015
Q4 | $1K | Hold |
72
| – | – | ﹤0.01% | 663 |
|
|
2015
Q3 | $1K | Buy |
+72
| New | +$1K | ﹤0.01% | 616 |
|
|
2014
Q1 | – | Sell |
-13
| Closed | – | – | 445 |
|
|
2013
Q4 | $0 | Buy |
+13
| New | – | ﹤0.01% | 603 |
|