Carson Wealth (CWM LLC)’s Azenta AZTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58K | Buy |
1,898
+1,009
| +113% | +$30.8K | ﹤0.01% | 3148 |
|
|
2025
Q1 | $31K | Sell |
889
-1,028
| -54% | -$35.8K | ﹤0.01% | 3351 |
|
|
2024
Q4 | $96K | Sell |
1,917
-43,669
| -96% | -$2.19M | ﹤0.01% | 2301 |
|
|
2024
Q3 | $2.21M | Sell |
45,586
-6,901
| -13% | -$334K | 0.01% | 662 |
|
|
2024
Q2 | $2.76M | Sell |
52,487
-12,578
| -19% | -$662K | 0.01% | 557 |
|
|
2024
Q1 | $3.92M | Sell |
65,065
-19,473
| -23% | -$1.17M | 0.02% | 461 |
|
|
2023
Q4 | $5.51M | Sell |
84,538
-4,804
| -5% | -$313K | 0.03% | 380 |
|
|
2023
Q3 | $4.48M | Sell |
89,342
-3,466
| -4% | -$174K | 0.03% | 382 |
|
|
2023
Q2 | $4.33M | Sell |
92,808
-3,368
| -4% | -$157K | 0.03% | 367 |
|
|
2023
Q1 | $4.29M | Buy |
96,176
+94,686
| +6,355% | +$4.22M | 0.03% | 351 |
|
|
2022
Q4 | $87K | Buy |
1,490
+478
| +47% | +$27.9K | ﹤0.01% | 1434 |
|
|
2022
Q3 | $43K | Buy |
1,012
+306
| +43% | +$13K | ﹤0.01% | 1724 |
|
|
2022
Q2 | $51K | Buy |
706
+329
| +87% | +$23.8K | ﹤0.01% | 1616 |
|
|
2022
Q1 | $31K | Buy |
377
+314
| +498% | +$25.8K | ﹤0.01% | 1818 |
|
|
2021
Q4 | $6K | Buy |
+63
| New | +$6K | ﹤0.01% | 2598 |
|
|
2018
Q4 | – | Sell |
-2,000
| Closed | -$70K | – | 2085 |
|
|
2018
Q3 | $70K | Buy |
+2,000
| New | +$70K | ﹤0.01% | 678 |
|