Carson Wealth (CWM LLC)’s WaFd WAFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $711K | Sell |
24,284
-509
| -2% | -$14.9K | ﹤0.01% | 1426 |
|
|
2025
Q1 | $709K | Sell |
24,793
-1,954
| -7% | -$55.9K | ﹤0.01% | 1315 |
|
|
2024
Q4 | $862K | Sell |
26,747
-1,611
| -6% | -$51.9K | ﹤0.01% | 1159 |
|
|
2024
Q3 | $988K | Sell |
28,358
-1,271
| -4% | -$44.3K | ﹤0.01% | 1042 |
|
|
2024
Q2 | $847K | Sell |
29,629
-2,324
| -7% | -$66.4K | ﹤0.01% | 985 |
|
|
2024
Q1 | $928K | Sell |
31,953
-1,734
| -5% | -$50.4K | ﹤0.01% | 892 |
|
|
2023
Q4 | $1.11M | Sell |
33,687
-2,698
| -7% | -$88.9K | 0.01% | 761 |
|
|
2023
Q3 | $932K | Sell |
36,385
-1,339
| -4% | -$34.3K | 0.01% | 785 |
|
|
2023
Q2 | $1M | Sell |
37,724
-1,536
| -4% | -$40.7K | 0.01% | 714 |
|
|
2023
Q1 | $1.18M | Buy |
39,260
+391
| +1% | +$11.8K | 0.01% | 613 |
|
|
2022
Q4 | $1.3M | Buy |
38,869
+163
| +0.4% | +$5.47K | 0.01% | 538 |
|
|
2022
Q3 | $1.16M | Sell |
38,706
-1,098
| -3% | -$32.9K | 0.01% | 524 |
|
|
2022
Q2 | $1.2M | Sell |
39,804
-1,428
| -3% | -$42.9K | 0.01% | 521 |
|
|
2022
Q1 | $1.35M | Buy |
41,232
+41,013
| +18,727% | +$1.35M | 0.01% | 489 |
|
|
2021
Q4 | $7K | Buy |
+219
| New | +$7K | ﹤0.01% | 2574 |
|
|
2021
Q2 | $1K | Hold |
37
| – | – | ﹤0.01% | 2829 |
|
|
2021
Q1 | $1K | Hold |
37
| – | – | ﹤0.01% | 2829 |
|
|
2020
Q4 | $1K | Hold |
37
| – | – | ﹤0.01% | 2829 |
|
|
2020
Q3 | $1K | Hold |
37
| – | – | ﹤0.01% | 2829 |
|
|
2020
Q2 | $1K | Hold |
37
| – | – | ﹤0.01% | 2829 |
|
|
2020
Q1 | $1K | Hold |
37
| – | – | ﹤0.01% | 2829 |
|
|
2019
Q4 | $1K | Hold |
37
| – | – | ﹤0.01% | 2829 |
|
|
2019
Q3 | $1K | Hold |
37
| – | – | ﹤0.01% | 2829 |
|
|
2019
Q2 | $1K | Hold |
37
| – | – | ﹤0.01% | 2829 |
|
|
2019
Q1 | $1K | Hold |
37
| – | – | ﹤0.01% | 2829 |
|
|
2018
Q4 | $1K | Hold |
37
| – | – | ﹤0.01% | 2003 |
|
|
2018
Q3 | $1K | Hold |
37
| – | – | ﹤0.01% | 1762 |
|
|
2018
Q2 | $1K | Hold |
37
| – | – | ﹤0.01% | 1611 |
|
|
2018
Q1 | $1K | Hold |
37
| – | – | ﹤0.01% | 1340 |
|
|
2017
Q4 | $1K | Hold |
37
| – | – | ﹤0.01% | 1405 |
|
|
2017
Q3 | $1K | Hold |
37
| – | – | ﹤0.01% | 1425 |
|
|
2017
Q2 | $1K | Hold |
37
| – | – | ﹤0.01% | 1149 |
|
|
2017
Q1 | $1K | Buy |
+37
| New | +$1K | ﹤0.01% | 1116 |
|