Carson Wealth (CWM LLC)’s WNS Holdings WNS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$80K Sell
1,263
-71
-5% -$4.5K ﹤0.01% 2906
2025
Q1
$82K Buy
1,334
+54
+4% +$3.32K ﹤0.01% 2589
2024
Q4
$61K Sell
1,280
-174
-12% -$8.29K ﹤0.01% 2650
2024
Q3
$77K Sell
1,454
-55
-4% -$2.91K ﹤0.01% 2362
2024
Q2
$79K Buy
1,509
+25
+2% +$1.31K ﹤0.01% 2147
2024
Q1
$75K Buy
1,484
+728
+96% +$36.8K ﹤0.01% 2046
2023
Q4
$48K Buy
756
+628
+491% +$39.9K ﹤0.01% 2211
2023
Q3
$9K Sell
128
-69
-35% -$4.85K ﹤0.01% 3212
2023
Q2
$15K Hold
197
﹤0.01% 2842
2023
Q1
$18K Sell
197
-2
-1% -$183 ﹤0.01% 2593
2022
Q4
$16K Sell
199
-21
-10% -$1.69K ﹤0.01% 2533
2022
Q3
$18K Buy
220
+2
+0.9% +$164 ﹤0.01% 2308
2022
Q2
$16K Hold
218
﹤0.01% 2281
2022
Q1
$19K Buy
218
+71
+48% +$6.19K ﹤0.01% 2117
2021
Q4
$13K Buy
+147
New +$13K ﹤0.01% 2218
2021
Q2
$2K Hold
21
﹤0.01% 2688
2021
Q1
$2K Hold
21
﹤0.01% 2688
2020
Q4
$2K Hold
21
﹤0.01% 2688
2020
Q3
$2K Hold
21
﹤0.01% 2688
2020
Q2
$2K Hold
21
﹤0.01% 2688
2020
Q1
$2K Hold
21
﹤0.01% 2688
2019
Q4
$2K Hold
21
﹤0.01% 2688
2019
Q3
$2K Hold
21
﹤0.01% 2688
2019
Q2
$2K Hold
21
﹤0.01% 2688
2019
Q1
$2K Buy
+21
New +$2K ﹤0.01% 2688