Carson Wealth (CWM LLC)’s Applied Optoelectronics AAOI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57K | Buy |
2,218
+1,413
| +176% | +$36.3K | ﹤0.01% | 3162 |
|
|
2025
Q1 | $12K | Buy |
805
+207
| +35% | +$3.09K | ﹤0.01% | 3977 |
|
|
2024
Q4 | $22K | Buy |
598
+2
| +0.3% | +$74 | ﹤0.01% | 3358 |
|
|
2024
Q3 | $9K | Buy |
596
+587
| +6,522% | +$8.86K | ﹤0.01% | 3806 |
|
|
2024
Q2 | $0 | Buy |
+9
| New | – | ﹤0.01% | 4545 |
|
|
2019
Q1 | – | Sell |
-800
| Closed | -$12K | – | 2875 |
|
|
2018
Q4 | $12K | Hold |
800
| – | – | ﹤0.01% | 1257 |
|
|
2018
Q3 | $20K | Hold |
800
| – | – | ﹤0.01% | 944 |
|
|
2018
Q2 | $36K | Buy |
+800
| New | +$36K | ﹤0.01% | 702 |
|