Tree shares owned by CWM
Historical chart of CWM investment in Tree
Tip: Access up to 7 years of quarterly data
All positions including Tree held by CWM consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Tree by CWM
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $116k | 1.8k | 64.88 |
| 2025-06-30 | $61k | 1.7k | 36.86 |
| 2025-03-31 | $240k | 4.8k | 50.26 |
| 2024-12-31 | $31k | 799 | 38.80 |
| 2024-09-30 | $127k | 2.2k | 58.26 |
| 2024-06-30 | $25k | 602 | 41.53 |
| 2024-03-31 | $8.0k | 182 | 43.96 |
| 2023-12-31 | $2.0k | 76 | 26.32 |
| 2023-09-30 | $1.0k | 92 | 10.87 |
| 2023-06-30 | $2.0k | 92 | 21.74 |
| 2023-03-31 | $115k | 4.3k | 26.66 |
| 2022-12-31 | $6.0k | 272 | 22.06 |
| 2022-09-30 | $11k | 441 | 24.94 |
| 2022-06-30 | $3.0k | 70 | 42.86 |
| 2022-03-31 | $16k | 131 | 122.14 |
| 2021-12-31 | $11k | 87 | 126.44 |
| 2021-06-30 | $6.0k | 26 | 230.77 |
| 2021-03-31 | $6.0k | 26 | 230.77 |
| 2020-12-31 | $6.0k | 26 | 230.77 |
| 2020-09-30 | $3.0k | 9 | 333.33 |
| 2020-06-30 | $3.0k | 9 | 333.33 |
| 2020-03-31 | $2.0k | 9 | 222.22 |
| 2019-12-31 | $3.0k | 9 | 333.33 |
| 2019-09-30 | $3.0k | 9 | 333.33 |
| 2019-06-30 | $4.0k | 9 | 444.44 |
| 2019-03-31 | $6.0k | 26 | 230.77 |
| 2018-12-31 | $2.0k | 7 | 285.71 |
| 2018-09-30 | $1.0k | 4 | 250.00 |