Carson Wealth (CWM LLC)’s BioNTech BNTX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$33K Sell
312
-20
-6% -$2.12K ﹤0.01% 3574
2025
Q1
$30K Buy
332
+26
+8% +$2.35K ﹤0.01% 3374
2024
Q4
$35K Sell
306
-31
-9% -$3.55K ﹤0.01% 3044
2024
Q3
$40K Sell
337
-965
-74% -$115K ﹤0.01% 2861
2024
Q2
$105K Sell
1,302
-100
-7% -$8.07K ﹤0.01% 1944
2024
Q1
$129K Buy
1,402
+1,152
+461% +$106K ﹤0.01% 1732
2023
Q4
$26K Buy
250
+217
+658% +$22.6K ﹤0.01% 2586
2023
Q3
$4K Sell
33
-25
-43% -$3.03K ﹤0.01% 3529
2023
Q2
$6K Sell
58
-25
-30% -$2.59K ﹤0.01% 3320
2023
Q1
$10K Buy
83
+75
+938% +$9.04K ﹤0.01% 2928
2022
Q4
$1K Sell
8
-50
-86% -$6.25K ﹤0.01% 3693
2022
Q3
$8K Sell
58
-15
-21% -$2.07K ﹤0.01% 2793
2022
Q2
$11K Hold
73
﹤0.01% 2506
2022
Q1
$12K Buy
73
+1
+1% +$164 ﹤0.01% 2352
2021
Q4
$18K Buy
+72
New +$18K ﹤0.01% 2036