Carson Wealth (CWM LLC)’s WPP WPP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16K | Sell |
450
-80
| -15% | -$2.84K | ﹤0.01% | 4055 |
|
|
2025
Q1 | $20K | Sell |
530
-96
| -15% | -$3.62K | ﹤0.01% | 3683 |
|
|
2024
Q4 | $32K | Sell |
626
-26
| -4% | -$1.33K | ﹤0.01% | 3132 |
|
|
2024
Q3 | $33K | Sell |
652
-20
| -3% | -$1.01K | ﹤0.01% | 3037 |
|
|
2024
Q2 | $31K | Sell |
672
-237
| -26% | -$10.9K | ﹤0.01% | 2822 |
|
|
2024
Q1 | $43K | Sell |
909
-24
| -3% | -$1.14K | ﹤0.01% | 2404 |
|
|
2023
Q4 | $44K | Buy |
933
+69
| +8% | +$3.25K | ﹤0.01% | 2258 |
|
|
2023
Q3 | $39K | Buy |
864
+281
| +48% | +$12.7K | ﹤0.01% | 2231 |
|
|
2023
Q2 | $30K | Buy |
583
+268
| +85% | +$13.8K | ﹤0.01% | 2375 |
|
|
2023
Q1 | $19K | Sell |
315
-87
| -22% | -$5.25K | ﹤0.01% | 2557 |
|
|
2022
Q4 | $20K | Buy |
402
+211
| +110% | +$10.5K | ﹤0.01% | 2388 |
|
|
2022
Q3 | $8K | Buy |
191
+25
| +15% | +$1.05K | ﹤0.01% | 2859 |
|
|
2022
Q2 | $8K | Sell |
166
-302
| -65% | -$14.6K | ﹤0.01% | 2746 |
|
|
2022
Q1 | $31K | Sell |
468
-16
| -3% | -$1.06K | ﹤0.01% | 1828 |
|
|
2021
Q4 | $37K | Buy |
+484
| New | +$37K | ﹤0.01% | 1701 |
|
|
2021
Q2 | $7K | Hold |
101
| – | – | ﹤0.01% | 2253 |
|
|
2021
Q1 | $7K | Hold |
101
| – | – | ﹤0.01% | 2253 |
|
|
2020
Q4 | $7K | Hold |
101
| – | – | ﹤0.01% | 2253 |
|
|
2020
Q3 | $7K | Hold |
101
| – | – | ﹤0.01% | 2253 |
|
|
2020
Q2 | $7K | Hold |
101
| – | – | ﹤0.01% | 2253 |
|
|
2020
Q1 | $7K | Hold |
101
| – | – | ﹤0.01% | 2253 |
|
|
2019
Q4 | $7K | Hold |
101
| – | – | ﹤0.01% | 2253 |
|
|
2019
Q3 | $7K | Hold |
101
| – | – | ﹤0.01% | 2253 |
|
|
2019
Q2 | $7K | Hold |
101
| – | – | ﹤0.01% | 2253 |
|
|
2019
Q1 | $7K | Buy |
+101
| New | +$7K | ﹤0.01% | 2253 |
|
|
2018
Q2 | – | Sell |
-28
| Closed | -$2K | – | 1787 |
|
|
2018
Q1 | $2K | Sell |
28
-12
| -30% | -$857 | ﹤0.01% | 1212 |
|
|
2017
Q4 | $4K | Buy |
40
+18
| +82% | +$1.8K | ﹤0.01% | 1162 |
|
|
2017
Q3 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 1315 |
|