Carson Wealth (CWM LLC)’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $778K | Sell |
11,453
-4,881
| -30% | -$332K | ﹤0.01% | 1389 |
|
|
2025
Q1 | $887K | Sell |
16,334
-5,127
| -24% | -$278K | ﹤0.01% | 1191 |
|
|
2024
Q4 | $1.82M | Buy |
21,461
+4,791
| +29% | +$407K | 0.01% | 819 |
|
|
2024
Q3 | $1.12M | Buy |
16,670
+1,090
| +7% | +$73.2K | ﹤0.01% | 961 |
|
|
2024
Q2 | $1.01M | Buy |
15,580
+721
| +5% | +$46.5K | ﹤0.01% | 880 |
|
|
2024
Q1 | $1.26M | Sell |
14,859
-1,096
| -7% | -$92.7K | 0.01% | 771 |
|
|
2023
Q4 | $1.23M | Buy |
15,955
+8,882
| +126% | +$687K | 0.01% | 721 |
|
|
2023
Q3 | $313K | Sell |
7,073
-1,690
| -19% | -$74.8K | ﹤0.01% | 1142 |
|
|
2023
Q2 | $583K | Sell |
8,763
-482
| -5% | -$32.1K | ﹤0.01% | 892 |
|
|
2023
Q1 | $635K | Buy |
9,245
+2
| +0% | +$137 | ﹤0.01% | 814 |
|
|
2022
Q4 | $581K | Sell |
9,243
-417
| -4% | -$26.2K | ﹤0.01% | 754 |
|
|
2022
Q3 | $531K | Buy |
9,660
+43
| +0.4% | +$2.36K | ﹤0.01% | 730 |
|
|
2022
Q2 | $591K | Buy |
9,617
+1,635
| +20% | +$100K | ﹤0.01% | 690 |
|
|
2022
Q1 | $1.08M | Buy |
7,982
+521
| +7% | +$70.6K | 0.01% | 540 |
|
|
2021
Q4 | $1.21M | Buy |
+7,461
| New | +$1.21M | 0.01% | 540 |
|
|
2021
Q2 | $1.63M | Hold |
6,665
| – | – | 0.01% | 484 |
|
|
2021
Q1 | $1.63M | Hold |
6,665
| – | – | 0.01% | 484 |
|
|
2020
Q4 | $1.63M | Hold |
6,665
| – | – | 0.01% | 484 |
|
|
2020
Q3 | $1.63M | Hold |
6,665
| – | – | 0.01% | 484 |
|
|
2020
Q2 | $1.63M | Hold |
6,665
| – | – | 0.01% | 484 |
|
|
2020
Q1 | $1.63M | Hold |
6,665
| – | – | 0.01% | 484 |
|
|
2019
Q4 | $1.63M | Hold |
6,665
| – | – | 0.01% | 484 |
|
|
2019
Q3 | $1.63M | Hold |
6,665
| – | – | 0.01% | 484 |
|
|
2019
Q2 | $1.63M | Hold |
6,665
| – | – | 0.01% | 484 |
|
|
2019
Q1 | $1.63M | Buy |
6,665
+6,429
| +2,724% | +$1.57M | 0.01% | 484 |
|
|
2018
Q4 | $13K | Sell |
236
-97
| -29% | -$5.34K | ﹤0.01% | 1256 |
|
|
2018
Q3 | $33K | Buy |
333
+212
| +175% | +$21K | ﹤0.01% | 835 |
|
|
2018
Q2 | $7K | Hold |
121
| – | – | ﹤0.01% | 1119 |
|
|
2018
Q1 | $6K | Hold |
121
| – | – | ﹤0.01% | 985 |
|
|
2017
Q4 | $4K | Hold |
121
| – | – | ﹤0.01% | 1163 |
|
|
2017
Q3 | $3K | Buy |
+121
| New | +$3K | ﹤0.01% | 1236 |
|