Carson Wealth (CWM LLC)’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $914K | Buy |
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|
2025
Q2 | $778K | Sell |
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|
2025
Q1 | $887K | Sell |
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|
2024
Q4 | $1.82M | Buy |
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|
2024
Q3 | $1.12M | Buy |
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|
2024
Q2 | $1M | Buy |
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|
2024
Q1 | $1.26M | Sell |
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|
2023
Q4 | $1.23M | Buy |
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|
2023
Q3 | $313K | Sell |
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|
2023
Q2 | $583K | Sell |
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|
2023
Q1 | $635K | Buy |
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|
2022
Q4 | $581K | Sell |
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|
2022
Q3 | $531K | Buy |
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|
2022
Q2 | $591K | Buy |
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|
2022
Q1 | $1.08M | Buy |
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|
2021
Q4 | $1.21M | Buy |
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|
2021
Q2 | $1.63M | Hold |
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|
2021
Q1 | $1.63M | Hold |
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|
2020
Q4 | $1.63M | Hold |
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|
2020
Q3 | $1.63M | Hold |
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|
2020
Q2 | $1.63M | Hold |
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|
2020
Q1 | $1.63M | Hold |
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|
2019
Q4 | $1.63M | Hold |
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|
2019
Q3 | $1.63M | Hold |
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|
2019
Q2 | $1.63M | Hold |
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|
2019
Q1 | $1.63M | Buy |
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|
2018
Q4 | $13K | Sell |
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|
2018
Q3 | $33K | Buy |
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|
2018
Q2 | $7K | Hold |
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|
2018
Q1 | $6K | Hold |
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|
2017
Q4 | $4K | Hold |
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|
2017
Q3 | $3K | Buy |
|