Carson Wealth (CWM LLC)’s Workiva WK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $633K | Buy |
9,243
+1,077
| +13% | +$73.8K | ﹤0.01% | 1491 |
|
|
2025
Q1 | $620K | Buy |
8,166
+1,754
| +27% | +$133K | ﹤0.01% | 1372 |
|
|
2024
Q4 | $702K | Buy |
6,412
+117
| +2% | +$12.8K | ﹤0.01% | 1251 |
|
|
2024
Q3 | $498K | Sell |
6,295
-11
| -0.2% | -$870 | ﹤0.01% | 1314 |
|
|
2024
Q2 | $460K | Buy |
6,306
+259
| +4% | +$18.9K | ﹤0.01% | 1223 |
|
|
2024
Q1 | $513K | Buy |
6,047
+4
| +0.1% | +$339 | ﹤0.01% | 1128 |
|
|
2023
Q4 | $614K | Sell |
6,043
-1,143
| -16% | -$116K | ﹤0.01% | 987 |
|
|
2023
Q3 | $728K | Sell |
7,186
-11
| -0.2% | -$1.11K | ﹤0.01% | 855 |
|
|
2023
Q2 | $732K | Hold |
7,197
| – | – | ﹤0.01% | 818 |
|
|
2023
Q1 | $737K | Sell |
7,197
-22
| -0.3% | -$2.25K | 0.01% | 760 |
|
|
2022
Q4 | $606K | Buy |
7,219
+125
| +2% | +$10.5K | ﹤0.01% | 746 |
|
|
2022
Q3 | $552K | Sell |
7,094
-196
| -3% | -$15.3K | ﹤0.01% | 716 |
|
|
2022
Q2 | $481K | Buy |
7,290
+112
| +2% | +$7.39K | ﹤0.01% | 745 |
|
|
2022
Q1 | $847K | Buy |
7,178
+90
| +1% | +$10.6K | 0.01% | 601 |
|
|
2021
Q4 | $925K | Buy |
+7,088
| New | +$925K | 0.01% | 591 |
|
|
2021
Q2 | $787K | Hold |
7,065
| – | – | 0.01% | 602 |
|
|
2021
Q1 | $787K | Hold |
7,065
| – | – | 0.01% | 602 |
|
|
2020
Q4 | $787K | Hold |
7,065
| – | – | 0.01% | 602 |
|
|
2020
Q3 | $787K | Hold |
7,065
| – | – | 0.01% | 602 |
|
|
2020
Q2 | $787K | Hold |
7,065
| – | – | 0.01% | 602 |
|
|
2020
Q1 | $787K | Hold |
7,065
| – | – | 0.01% | 602 |
|
|
2019
Q4 | $787K | Hold |
7,065
| – | – | 0.01% | 602 |
|
|
2019
Q3 | $787K | Hold |
7,065
| – | – | 0.01% | 602 |
|
|
2019
Q2 | $787K | Hold |
7,065
| – | – | 0.01% | 602 |
|
|
2019
Q1 | $787K | Buy |
+7,065
| New | +$787K | 0.01% | 602 |
|