Carson Wealth (CWM LLC)’s Woori Financial WF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$181K Buy
2025
Q2
$149K Sell
2025
Q1
$106K Sell
2024
Q4
$134K Buy
2024
Q3
$152K Buy
2024
Q2
$132K Buy
2024
Q1
$126K Buy
2023
Q4
$106K Buy
2023
Q3
$75K Buy
2023
Q2
$73K Buy
2023
Q1
$55K Buy
2022
Q4
$39K Buy
2022
Q3
$20K Buy
2022
Q2
$19K Buy
2022
Q1
$20K Buy
2021
Q4
$7K Buy