Carson Wealth (CWM LLC)’s Embecta EMBC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$78K Buy
8,080
+1,115
+16% +$10.8K ﹤0.01% 2920
2025
Q1
$89K Sell
6,965
-3,143
-31% -$40.2K ﹤0.01% 2510
2024
Q4
$209K Buy
10,108
+6
+0.1% +$124 ﹤0.01% 1795
2024
Q3
$142K Buy
10,102
+1,023
+11% +$14.4K ﹤0.01% 1962
2024
Q2
$113K Buy
9,079
+8,040
+774% +$100K ﹤0.01% 1893
2024
Q1
$14K Buy
1,039
+382
+58% +$5.15K ﹤0.01% 3127
2023
Q4
$12K Buy
657
+93
+16% +$1.7K ﹤0.01% 3069
2023
Q3
$8K Sell
564
-135
-19% -$1.92K ﹤0.01% 3232
2023
Q2
$15K Sell
699
-144
-17% -$3.09K ﹤0.01% 2805
2023
Q1
$24K Buy
843
+166
+25% +$4.73K ﹤0.01% 2364
2022
Q4
$17K Buy
677
+75
+12% +$1.88K ﹤0.01% 2471
2022
Q3
$17K Buy
602
+288
+92% +$8.13K ﹤0.01% 2323
2022
Q2
$8K Buy
+314
New +$8K ﹤0.01% 2692