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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $547K | Sell |
9,096
-3,992
| -31% | -$243K | ﹤0.01% | 1941 |
|
|
2025
Q4 | $852K | Buy |
13,088
+442
| +3% | +$30.5K | ﹤0.01% | 1594 |
|
|
2025
Q3 | $914K | Buy |
12,646
+1,193
| +10% | +$89.3K | ﹤0.01% | 1466 |
|
|
2025
Q2 | $778K | Sell |
11,453
-4,881
| -30% | -$284K | ﹤0.01% | 1390 |
|
|
2025
Q1 | $887K | Sell |
16,334
-5,127
| -24% | -$383K | ﹤0.01% | 1192 |
|
|
2024
Q4 | $1.82M | Buy |
21,461
+4,791
| +29% | +$393K | 0.01% | 819 |
|
|
2024
Q3 | $1.12M | Buy |
16,670
+1,090
| +7% | +$70.4K | ﹤0.01% | 962 |
|
|
2024
Q2 | $1M | Buy |
15,580
+721
| +5% | +$50.4K | ﹤0.01% | 881 |
|
|
2024
Q1 | $1.26M | Sell |
14,859
-1,096
| -7% | -$79.3K | 0.01% | 772 |
|
|
2023
Q4 | $1.23M | Buy |
15,955
+8,882
| +126% | +$502K | 0.01% | 722 |
|
|
2023
Q3 | $313K | Sell |
7,073
-1,690
| -19% | -$105K | ﹤0.01% | 1143 |
|
|
2023
Q2 | $583K | Sell |
8,763
-482
| -5% | -$30.1K | ﹤0.01% | 893 |
|
|
2023
Q1 | $635K | Buy |
9,245
+2
| +0% | +$150 | ﹤0.01% | 816 |
|
|
2022
Q4 | $581K | Sell |
9,243
-417
| -4% | -$25.7K | ﹤0.01% | 756 |
|
|
2022
Q3 | $531K | Buy |
9,660
+43
| +0.4% | +$3.04K | ﹤0.01% | 732 |
|
|
2022
Q2 | $591K | Buy |
9,617
+1,635
| +20% | +$149K | ﹤0.01% | 692 |
|
|
2022
Q1 | $1.08M | Buy |
7,982
+521
| +7% | +$63.1K | 0.01% | 542 |
|
|
2021
Q4 | $1.21M | Buy |
+7,461
| New | +$1.62M | 0.01% | 541 |
|
|
2021
Q2 | $1.63M | Hold |
6,665
| – | – | 0.01% | 485 |
|
|
2021
Q1 | $1.63M | Hold |
6,665
| – | – | 0.01% | 485 |
|
|
2020
Q4 | $1.63M | Hold |
6,665
| – | – | 0.01% | 485 |
|
|
2020
Q3 | $1.63M | Hold |
6,665
| – | – | 0.01% | 485 |
|
|
2020
Q2 | $1.63M | Hold |
6,665
| – | – | 0.01% | 485 |
|
|
2020
Q1 | $1.63M | Hold |
6,665
| – | – | 0.01% | 485 |
|
|
2019
Q4 | $1.63M | Hold |
6,665
| – | – | 0.01% | 485 |
|
|
2019
Q3 | $1.63M | Hold |
6,665
| – | – | 0.01% | 485 |
|
|
2019
Q2 | $1.63M | Hold |
6,665
| – | – | 0.01% | 485 |
|
|
2019
Q1 | $1.63M | Buy |
6,665
+6,429
| +2,724% | +$466K | 0.01% | 485 |
|
|
2018
Q4 | $13K | Sell |
236
-97
| -29% | -$6.85K | ﹤0.01% | 1261 |
|
|
2018
Q3 | $33K | Buy |
333
+212
| +175% | +$16.4K | ﹤0.01% | 837 |
|
|
2018
Q2 | $7K | Hold |
121
| – | – | ﹤0.01% | 1123 |
|
|
2018
Q1 | $6K | Hold |
121
| – | – | ﹤0.01% | 986 |
|
|
2017
Q4 | $4K | Hold |
121
| – | – | ﹤0.01% | 1164 |
|
|
2017
Q3 | $3K | Buy |
+121
| New | +$3.17K | ﹤0.01% | 1237 |
|
Other funds holding XYZ
Carson Wealth (CWM LLC)'s XYZ Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Block Inc (XYZ) stake by 31% in Q1 2026, selling an estimated $243K and leaving 9,096 shares worth $547K. The position accounts for ﹤0.01% of the portfolio, ranked #1941.
Carson Wealth (CWM LLC) first reported a position in XYZ in Q3 2017 and has held it in 34 quarters since. The position peaked at $1.82M in Q4 2024. 991 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.
- Carson Wealth (CWM LLC) held 9,096 shares of Block Inc worth $547K as of Q1 2026.
- Carson Wealth (CWM LLC) sold 3,992 Block Inc shares in Q1 2026, an estimated $243K.
- Block Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1941 holding.
- Carson Wealth (CWM LLC) first reported a position in Block Inc in Q3 2017 and has held it in 34 quarters since.
- Carson Wealth (CWM LLC)'s Block Inc position peaked at $1.82M in Q4 2024.
- 991 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.