Carson Wealth (CWM LLC)’s WIX.com WIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $18.7K | Sell |
208
-327
| -61% | -$27.3K | ﹤0.01% | 4454 |
|
|
2025
Q4 | $56K | Buy |
535
+73
| +16% | +$8.83K | ﹤0.01% | 3523 |
|
|
2025
Q3 | $82K | Buy |
462
+34
| +8% | +$5.12K | ﹤0.01% | 3143 |
|
|
2025
Q2 | $68K | Sell |
428
-107
| -20% | -$17.2K | ﹤0.01% | 3033 |
|
|
2025
Q1 | $87K | Buy |
535
+10
| +2% | +$2.08K | ﹤0.01% | 2542 |
|
|
2024
Q4 | $113K | Sell |
525
-107
| -17% | -$20.4K | ﹤0.01% | 2207 |
|
|
2024
Q3 | $106K | Buy |
632
+101
| +19% | +$16.2K | ﹤0.01% | 2168 |
|
|
2024
Q2 | $84K | Buy |
531
+7
| +1% | +$1.01K | ﹤0.01% | 2097 |
|
|
2024
Q1 | $72K | Buy |
524
+145
| +38% | +$19.1K | ﹤0.01% | 2078 |
|
|
2023
Q4 | $47K | Sell |
379
-72
| -16% | -$6.95K | ﹤0.01% | 2219 |
|
|
2023
Q3 | $41K | Sell |
451
-238
| -35% | -$21.3K | ﹤0.01% | 2191 |
|
|
2023
Q2 | $54K | Sell |
689
-59
| -8% | -$4.85K | ﹤0.01% | 1929 |
|
|
2023
Q1 | $75K | Sell |
748
-7
| -0.9% | -$615 | ﹤0.01% | 1647 |
|
|
2022
Q4 | $58K | Sell |
755
-68
| -8% | -$5.49K | ﹤0.01% | 1657 |
|
|
2022
Q3 | $64K | Buy |
823
+211
| +34% | +$14.5K | ﹤0.01% | 1555 |
|
|
2022
Q2 | $40K | Sell |
612
-164
| -21% | -$12K | ﹤0.01% | 1736 |
|
|
2022
Q1 | $81K | Buy |
776
+499
| +180% | +$54.5K | ﹤0.01% | 1411 |
|
|
2021
Q4 | $44K | Buy |
+277
| New | +$48K | ﹤0.01% | 1631 |
|
|
2021
Q2 | $74K | Hold |
255
| – | – | ﹤0.01% | 1248 |
|
|
2021
Q1 | $74K | Hold |
255
| – | – | ﹤0.01% | 1248 |
|
|
2020
Q4 | $74K | Hold |
255
| – | – | ﹤0.01% | 1248 |
|
|
2020
Q3 | $74K | Hold |
255
| – | – | ﹤0.01% | 1248 |
|
|
2020
Q2 | $74K | Hold |
255
| – | – | ﹤0.01% | 1248 |
|
|
2020
Q1 | $74K | Hold |
255
| – | – | ﹤0.01% | 1248 |
|
|
2019
Q4 | $74K | Hold |
255
| – | – | ﹤0.01% | 1248 |
|
|
2019
Q3 | $74K | Hold |
255
| – | – | ﹤0.01% | 1248 |
|
|
2019
Q2 | $74K | Hold |
255
| – | – | ﹤0.01% | 1248 |
|
|
2019
Q1 | $74K | Hold |
255
| – | – | ﹤0.01% | 1248 |
|
|
2018
Q4 | $23K | Hold |
255
| – | – | ﹤0.01% | 1100 |
|
|
2018
Q3 | $31K | Hold |
255
| – | – | ﹤0.01% | 855 |
|
|
2018
Q2 | $26K | Hold |
255
| – | – | ﹤0.01% | 787 |
|
|
2018
Q1 | $20K | Hold |
255
| – | – | ﹤0.01% | 716 |
|
|
2017
Q4 | $15K | Hold |
255
| – | – | ﹤0.01% | 782 |
|
|
2017
Q3 | $18K | Hold |
255
| – | – | ﹤0.01% | 732 |
|
|
2017
Q2 | $18K | Hold |
255
| – | – | ﹤0.01% | 657 |
|
|
2017
Q1 | $17K | Hold |
255
| – | – | ﹤0.01% | 632 |
|
|
2016
Q4 | $11K | Hold |
255
| – | – | ﹤0.01% | 714 |
|
|
2016
Q3 | $11K | Buy |
+255
| New | +$9.71K | ﹤0.01% | 683 |
|
Other funds holding WIX
SM
AC
DCP
Carson Wealth (CWM LLC)'s WIX Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its WIX.com (WIX) stake by 61% in Q1 2026, selling an estimated $27.3K and leaving 208 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4454.
Carson Wealth (CWM LLC) first reported a position in WIX in Q3 2016 and has held it in 38 quarters since. The position peaked at $113K in Q4 2024. 321 funds tracked by Wall St. Rank hold WIX as of Q1 2026.
- Carson Wealth (CWM LLC) held 208 shares of WIX.com worth $18.7K as of Q1 2026.
- Carson Wealth (CWM LLC) sold 327 WIX.com shares in Q1 2026, an estimated $27.3K.
- WIX.com made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4454 holding.
- Carson Wealth (CWM LLC) first reported a position in WIX.com in Q3 2016 and has held it in 38 quarters since.
- Carson Wealth (CWM LLC)'s WIX.com position peaked at $113K in Q4 2024.
- 321 funds tracked by Wall St. Rank held WIX.com as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.