Carson Wealth (CWM LLC)’s Annexon ANNX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43K | Buy |
17,734
+12,066
| +213% | +$29.3K | ﹤0.01% | 3387 |
|
|
2025
Q1 | $11K | Buy |
5,668
+4,066
| +254% | +$7.89K | ﹤0.01% | 4029 |
|
|
2024
Q4 | $8K | Sell |
1,602
-3,750
| -70% | -$18.7K | ﹤0.01% | 3964 |
|
|
2024
Q3 | $32K | Buy |
5,352
+2,844
| +113% | +$17K | ﹤0.01% | 3040 |
|
|
2024
Q2 | $12K | Buy |
2,508
+2,491
| +14,653% | +$11.9K | ﹤0.01% | 3416 |
|
|
2024
Q1 | $0 | Buy |
+17
| New | – | ﹤0.01% | 4287 |
|