Carson Wealth (CWM LLC)’s Cognex CGNX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.71M Buy
117,039
+69,307
+145% +$2.2M 0.01% 690
2025
Q1
$1.42M Sell
47,732
-46,158
-49% -$1.38M 0.01% 966
2024
Q4
$3.37M Buy
93,890
+6,949
+8% +$249K 0.01% 580
2024
Q3
$3.52M Buy
86,941
+1,389
+2% +$56.3K 0.02% 529
2024
Q2
$4M Buy
85,552
+28,653
+50% +$1.34M 0.02% 468
2024
Q1
$2.41M Buy
56,899
+54,948
+2,816% +$2.33M 0.01% 570
2023
Q4
$81K Sell
1,951
-546
-22% -$22.7K ﹤0.01% 1875
2023
Q3
$106K Sell
2,497
-11
-0.4% -$467 ﹤0.01% 1585
2023
Q2
$141K Buy
2,508
+147
+6% +$8.26K ﹤0.01% 1390
2023
Q1
$117K Buy
2,361
+11
+0.5% +$545 ﹤0.01% 1411
2022
Q4
$111K Buy
2,350
+58
+3% +$2.74K ﹤0.01% 1335
2022
Q3
$95K Sell
2,292
-132
-5% -$5.47K ﹤0.01% 1349
2022
Q2
$103K Buy
2,424
+408
+20% +$17.3K ﹤0.01% 1302
2022
Q1
$156K Buy
2,016
+335
+20% +$25.9K ﹤0.01% 1145
2021
Q4
$131K Buy
+1,681
New +$131K ﹤0.01% 1196
2021
Q2
$134K Hold
1,590
﹤0.01% 1029
2021
Q1
$134K Hold
1,590
﹤0.01% 1029
2020
Q4
$134K Hold
1,590
﹤0.01% 1029
2020
Q3
$134K Hold
1,590
﹤0.01% 1029
2020
Q2
$134K Hold
1,590
﹤0.01% 1029
2020
Q1
$134K Hold
1,590
﹤0.01% 1029
2019
Q4
$134K Hold
1,590
﹤0.01% 1029
2019
Q3
$134K Hold
1,590
﹤0.01% 1029
2019
Q2
$134K Hold
1,590
﹤0.01% 1029
2019
Q1
$134K Buy
1,590
+810
+104% +$68.3K ﹤0.01% 1029
2018
Q4
$30K Buy
780
+742
+1,953% +$28.5K ﹤0.01% 1010
2018
Q3
$2K Hold
38
﹤0.01% 1505
2018
Q2
$2K Sell
38
-38
-50% -$2K ﹤0.01% 1356
2018
Q1
$4K Hold
76
﹤0.01% 1034
2017
Q4
$5K Buy
76
+38
+100% +$2.5K ﹤0.01% 1074
2017
Q3
$2K Hold
38
﹤0.01% 1270
2017
Q2
$2K Hold
38
﹤0.01% 994
2017
Q1
$2K Buy
+38
New +$2K ﹤0.01% 972