Carson Wealth (CWM LLC)’s Cerus CERS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $156K | Buy |
110,654
+29,483
| +36% | +$41.6K | ﹤0.01% | 2376 |
|
|
2025
Q1 | $113K | Buy |
81,171
+65,032
| +403% | +$90.5K | ﹤0.01% | 2334 |
|
|
2024
Q4 | $25K | Buy |
16,139
+12,250
| +315% | +$19K | ﹤0.01% | 3276 |
|
|
2024
Q3 | $7K | Sell |
3,889
-181
| -4% | -$326 | ﹤0.01% | 3922 |
|
|
2024
Q2 | $7K | Buy |
4,070
+3,844
| +1,701% | +$6.61K | ﹤0.01% | 3699 |
|
|
2024
Q1 | $0 | Buy |
+226
| New | – | ﹤0.01% | 4343 |
|
|
2023
Q3 | – | Sell |
-866
| Closed | -$2K | – | 4202 |
|
|
2023
Q2 | $2K | Buy |
866
+379
| +78% | +$875 | ﹤0.01% | 3755 |
|
|
2023
Q1 | $1K | Buy |
+487
| New | +$1K | ﹤0.01% | 3776 |
|
|
2022
Q2 | – | Sell |
-59
| Closed | – | – | 3789 |
|
|
2022
Q1 | $0 | Buy |
59
+38
| +181% | – | ﹤0.01% | 3531 |
|
|
2021
Q4 | $0 | Buy |
+21
| New | – | ﹤0.01% | 3483 |
|