Carson Wealth (CWM LLC)’s Warby Parker WRBY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $375K | Buy |
17,089
+11,234
| +192% | +$247K | ﹤0.01% | 1733 |
|
|
2025
Q1 | $107K | Buy |
5,855
+4,091
| +232% | +$74.8K | ﹤0.01% | 2374 |
|
|
2024
Q4 | $43K | Buy |
1,764
+947
| +116% | +$23.1K | ﹤0.01% | 2921 |
|
|
2024
Q3 | $13K | Buy |
817
+595
| +268% | +$9.47K | ﹤0.01% | 3652 |
|
|
2024
Q2 | $4K | Buy |
222
+157
| +242% | +$2.83K | ﹤0.01% | 4013 |
|
|
2024
Q1 | $1K | Buy |
65
+29
| +81% | +$446 | ﹤0.01% | 4236 |
|
|
2023
Q4 | $1K | Sell |
36
-8
| -18% | -$222 | ﹤0.01% | 4060 |
|
|
2023
Q3 | $1K | Hold |
44
| – | – | ﹤0.01% | 4098 |
|
|
2023
Q2 | $1K | Sell |
44
-2
| -4% | -$45 | ﹤0.01% | 4085 |
|
|
2023
Q1 | $0 | Sell |
46
-303
| -87% | – | ﹤0.01% | 4354 |
|
|
2022
Q4 | $5K | Buy |
349
+96
| +38% | +$1.38K | ﹤0.01% | 3233 |
|
|
2022
Q3 | $3K | Buy |
253
+215
| +566% | +$2.55K | ﹤0.01% | 3375 |
|
|
2022
Q2 | $0 | Buy |
+38
| New | – | ﹤0.01% | 4097 |
|