Carson Wealth (CWM LLC)’s Olympic Steel ZEUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-8,089
| Closed | -$346K | – | 5815 |
|
|
2025
Q4 | $346K | Sell |
8,089
-1,900
| -19% | -$67.8K | ﹤0.01% | 2169 |
|
|
2025
Q3 | $304K | Buy |
9,989
+2,590
| +35% | +$84.9K | ﹤0.01% | 2126 |
|
|
2025
Q2 | $241K | Buy |
7,399
+4,937
| +201% | +$154K | ﹤0.01% | 2011 |
|
|
2025
Q1 | $78K | Buy |
2,462
+1,552
| +171% | +$52.2K | ﹤0.01% | 2632 |
|
|
2024
Q4 | $30K | Buy |
910
+427
| +88% | +$16.6K | ﹤0.01% | 3183 |
|
|
2024
Q3 | $19K | Buy |
483
+265
| +122% | +$11.1K | ﹤0.01% | 3409 |
|
|
2024
Q2 | $10K | Buy |
218
+100
| +85% | +$5.72K | ﹤0.01% | 3573 |
|
|
2024
Q1 | $8K | Buy |
118
+15
| +15% | +$1K | ﹤0.01% | 3480 |
|
|
2023
Q4 | $7K | Buy |
103
+44
| +75% | +$2.41K | ﹤0.01% | 3382 |
|
|
2023
Q3 | $3K | Sell |
59
-11
| -16% | -$568 | ﹤0.01% | 3723 |
|
|
2023
Q2 | $3K | Sell |
70
-15
| -18% | -$704 | ﹤0.01% | 3719 |
|
|
2023
Q1 | $4K | Buy |
85
+15
| +21% | +$693 | ﹤0.01% | 3442 |
|
|
2022
Q4 | $2K | Hold |
70
| – | – | ﹤0.01% | 3645 |
|
|
2022
Q3 | $2K | Buy |
70
+1
| +1% | +$27 | ﹤0.01% | 3563 |
|
|
2022
Q2 | $2K | Buy |
+69
| New | +$2.32K | ﹤0.01% | 3436 |
|
|
2022
Q1 | – | Sell |
-134
| Closed | -$3K | – | 3909 |
|
|
2021
Q4 | $3K | Buy |
+134
| New | +$3.24K | ﹤0.01% | 3052 |
|
Other funds holding ZEUS
Carson Wealth (CWM LLC)'s ZEUS Position: Q1 2026 in Review
Carson Wealth (CWM LLC) sold out of Olympic Steel (ZEUS) in Q1 2026, closing a stake of 8,089 shares — an estimated $346K sold.
Carson Wealth (CWM LLC) first reported a position in ZEUS in Q4 2021 and held it in 16 quarters. The position peaked at $346K in Q4 2025. 1 fund tracked by Wall St. Rank holds ZEUS as of Q1 2026.
- Carson Wealth (CWM LLC) reported no remaining Olympic Steel position as of Q1 2026 after selling out during the quarter.
- Carson Wealth (CWM LLC) sold 8,089 Olympic Steel shares in Q1 2026, an estimated $346K.
- Carson Wealth (CWM LLC) first reported a position in Olympic Steel in Q4 2021 and held it in 16 quarters.
- Carson Wealth (CWM LLC)'s Olympic Steel position peaked at $346K in Q4 2025.
- 1 fund tracked by Wall St. Rank held Olympic Steel as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.