Carson Wealth (CWM LLC)’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.32M | Buy |
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|
2025
Q2 | $633K | Buy |
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|
2025
Q1 | $620K | Buy |
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|
2024
Q4 | $702K | Buy |
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|
2024
Q3 | $498K | Sell |
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|
2024
Q2 | $460K | Buy |
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|
2024
Q1 | $513K | Buy |
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|
2023
Q4 | $614K | Sell |
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|
2023
Q3 | $728K | Sell |
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|
2023
Q2 | $732K | Hold |
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|
2023
Q1 | $737K | Sell |
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|
2022
Q4 | $606K | Buy |
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|
2022
Q3 | $552K | Sell |
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|
2022
Q2 | $481K | Buy |
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|
2022
Q1 | $847K | Buy |
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|
2021
Q4 | $925K | Buy |
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|
2021
Q2 | $787K | Hold |
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|
2021
Q1 | $787K | Hold |
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|
2020
Q4 | $787K | Hold |
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|
2020
Q3 | $787K | Hold |
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|
2020
Q2 | $787K | Hold |
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|
2020
Q1 | $787K | Hold |
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|
2019
Q4 | $787K | Hold |
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|
2019
Q3 | $787K | Hold |
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|
2019
Q2 | $787K | Hold |
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|
2019
Q1 | $787K | Buy |
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