Carson Wealth (CWM LLC)’s Codexis CDXS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14K | Buy |
5,768
+1,422
| +33% | +$3.45K | ﹤0.01% | 4101 |
|
|
2025
Q1 | $12K | Buy |
4,346
+341
| +9% | +$942 | ﹤0.01% | 3986 |
|
|
2024
Q4 | $19K | Buy |
4,005
+101
| +3% | +$479 | ﹤0.01% | 3460 |
|
|
2024
Q3 | $12K | Sell |
3,904
-1,399
| -26% | -$4.3K | ﹤0.01% | 3665 |
|
|
2024
Q2 | $16K | Buy |
5,303
+3,114
| +142% | +$9.4K | ﹤0.01% | 3252 |
|
|
2024
Q1 | $8K | Buy |
2,189
+546
| +33% | +$2K | ﹤0.01% | 3439 |
|
|
2023
Q4 | $5K | Hold |
1,643
| – | – | ﹤0.01% | 3483 |
|
|
2023
Q3 | $3K | Sell |
1,643
-1,719
| -51% | -$3.14K | ﹤0.01% | 3635 |
|
|
2023
Q2 | $9K | Buy |
3,362
+3,259
| +3,164% | +$8.72K | ﹤0.01% | 3120 |
|
|
2023
Q1 | $0 | Sell |
103
-233
| -69% | – | ﹤0.01% | 4062 |
|
|
2022
Q4 | $2K | Buy |
336
+196
| +140% | +$1.17K | ﹤0.01% | 3512 |
|
|
2022
Q3 | $1K | Buy |
140
+92
| +192% | +$657 | ﹤0.01% | 3599 |
|
|
2022
Q2 | $1K | Buy |
48
+10
| +26% | +$208 | ﹤0.01% | 3486 |
|
|
2022
Q1 | $1K | Buy |
+38
| New | +$1K | ﹤0.01% | 3291 |
|