Carson Wealth (CWM LLC)’s VIZIO Holding Corp. VZIO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,354
Closed -$15K 5287
2024
Q3
$15K Buy
1,354
+146
+12% +$1.62K ﹤0.01% 3568
2024
Q2
$13K Buy
1,208
+39
+3% +$420 ﹤0.01% 3414
2024
Q1
$13K Hold
1,169
﹤0.01% 3206
2023
Q4
$9K Buy
1,169
+117
+11% +$901 ﹤0.01% 3262
2023
Q3
$6K Sell
1,052
-942
-47% -$5.37K ﹤0.01% 3412
2023
Q2
$13K Sell
1,994
-590
-23% -$3.85K ﹤0.01% 2952
2023
Q1
$24K Sell
2,584
-72
-3% -$669 ﹤0.01% 2389
2022
Q4
$20K Buy
2,656
+1,656
+166% +$12.5K ﹤0.01% 2392
2022
Q3
$9K Buy
+1,000
New +$9K ﹤0.01% 2784