Number of Shares
62,902
Previous 65,137 3.43%
Holding current value
$696,000
Previous $888,000 21.62%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025

SELL
N/A
-2,235 Reduced 3.43%
62,902 $696,000
Q3 2024

Oct 08, 2024

SELL
N/A
-5,260 Reduced 7.47%
65,137 $888,000
Q2 2024

Jul 09, 2024

SELL
N/A
-17,951 Reduced 20.32%
70,397 $746,000
Q1 2024

Apr 05, 2024

BUY
N/A
3,595 Added 4.24%
88,348 $1.43 Million
Q4 2023

Feb 01, 2024

SELL
N/A
-3,235 Reduced 3.68%
84,753 $1.69 Million
Q3 2023

Oct 11, 2023

BUY
N/A
14,582 Added 19.86%
87,988 $1.46 Million
Q2 2023

Aug 03, 2023

BUY
N/A
73,406 New
73,406 $2.05 Million
Track This Portfolio

Track Cwm, LLC Portfolio

Follow Cwm, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cwm, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cwm, LLC with notifications on news.