Carson Wealth (CWM LLC)’s Woori Financial WF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $149K | Sell |
2,987
-193
| -6% | -$9.63K | ﹤0.01% | 2415 |
|
|
2025
Q1 | $106K | Sell |
3,180
-1,101
| -26% | -$36.7K | ﹤0.01% | 2383 |
|
|
2024
Q4 | $134K | Buy |
4,281
+28
| +0.7% | +$876 | ﹤0.01% | 2084 |
|
|
2024
Q3 | $152K | Buy |
4,253
+124
| +3% | +$4.43K | ﹤0.01% | 1920 |
|
|
2024
Q2 | $132K | Buy |
4,129
+240
| +6% | +$7.67K | ﹤0.01% | 1810 |
|
|
2024
Q1 | $126K | Buy |
3,889
+382
| +11% | +$12.4K | ﹤0.01% | 1749 |
|
|
2023
Q4 | $106K | Buy |
3,507
+763
| +28% | +$23.1K | ﹤0.01% | 1727 |
|
|
2023
Q3 | $75K | Buy |
2,744
+23
| +0.8% | +$629 | ﹤0.01% | 1819 |
|
|
2023
Q2 | $73K | Buy |
2,721
+623
| +30% | +$16.7K | ﹤0.01% | 1749 |
|
|
2023
Q1 | $55K | Buy |
2,098
+678
| +48% | +$17.8K | ﹤0.01% | 1814 |
|
|
2022
Q4 | $39K | Buy |
1,420
+533
| +60% | +$14.6K | ﹤0.01% | 1900 |
|
|
2022
Q3 | $20K | Buy |
887
+215
| +32% | +$4.85K | ﹤0.01% | 2233 |
|
|
2022
Q2 | $19K | Buy |
672
+135
| +25% | +$3.82K | ﹤0.01% | 2162 |
|
|
2022
Q1 | $20K | Buy |
537
+334
| +165% | +$12.4K | ﹤0.01% | 2088 |
|
|
2021
Q4 | $7K | Buy |
+203
| New | +$7K | ﹤0.01% | 2575 |
|