Root shares owned by CWM
Historical chart of CWM investment in Root
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All positions including Root held by CWM consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Root by CWM
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14k | 157 | 89.17 |
| 2025-06-30 | $20k | 159 | 125.79 |
| 2025-03-31 | $21k | 157 | 133.76 |
| 2024-12-31 | $14k | 188 | 74.47 |
| 2024-09-30 | $3.0k | 84 | 35.71 |