Carson Wealth (CWM LLC)’s Hologic HOLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Sell |
4,357
-3,754
| -46% | -$245K | ﹤0.01% | 1902 |
|
|
2025
Q1 | $501K | Sell |
8,111
-1,856
| -19% | -$115K | ﹤0.01% | 1440 |
|
|
2024
Q4 | $718K | Buy |
9,967
+805
| +9% | +$58K | ﹤0.01% | 1240 |
|
|
2024
Q3 | $746K | Sell |
9,162
-476
| -5% | -$38.8K | ﹤0.01% | 1171 |
|
|
2024
Q2 | $716K | Buy |
9,638
+382
| +4% | +$28.4K | ﹤0.01% | 1059 |
|
|
2024
Q1 | $722K | Buy |
9,256
+1,419
| +18% | +$111K | ﹤0.01% | 990 |
|
|
2023
Q4 | $560K | Buy |
7,837
+865
| +12% | +$61.8K | ﹤0.01% | 1021 |
|
|
2023
Q3 | $484K | Buy |
6,972
+384
| +6% | +$26.7K | ﹤0.01% | 987 |
|
|
2023
Q2 | $533K | Buy |
6,588
+191
| +3% | +$15.5K | ﹤0.01% | 915 |
|
|
2023
Q1 | $516K | Buy |
6,397
+422
| +7% | +$34K | ﹤0.01% | 881 |
|
|
2022
Q4 | $447K | Buy |
5,975
+63
| +1% | +$4.71K | ﹤0.01% | 842 |
|
|
2022
Q3 | $381K | Sell |
5,912
-891
| -13% | -$57.4K | ﹤0.01% | 824 |
|
|
2022
Q2 | $471K | Buy |
6,803
+4,917
| +261% | +$340K | ﹤0.01% | 750 |
|
|
2022
Q1 | $145K | Buy |
1,886
+328
| +21% | +$25.2K | ﹤0.01% | 1177 |
|
|
2021
Q4 | $119K | Buy |
+1,558
| New | +$119K | ﹤0.01% | 1223 |
|
|
2021
Q2 | $80K | Hold |
1,192
| – | – | ﹤0.01% | 1209 |
|
|
2021
Q1 | $80K | Hold |
1,192
| – | – | ﹤0.01% | 1209 |
|
|
2020
Q4 | $80K | Hold |
1,192
| – | – | ﹤0.01% | 1209 |
|
|
2020
Q3 | $80K | Hold |
1,192
| – | – | ﹤0.01% | 1209 |
|
|
2020
Q2 | $80K | Hold |
1,192
| – | – | ﹤0.01% | 1209 |
|
|
2020
Q1 | $80K | Hold |
1,192
| – | – | ﹤0.01% | 1209 |
|
|
2019
Q4 | $80K | Hold |
1,192
| – | – | ﹤0.01% | 1209 |
|
|
2019
Q3 | $80K | Hold |
1,192
| – | – | ﹤0.01% | 1209 |
|
|
2019
Q2 | $80K | Hold |
1,192
| – | – | ﹤0.01% | 1209 |
|
|
2019
Q1 | $80K | Buy |
1,192
+1,168
| +4,867% | +$78.4K | ﹤0.01% | 1209 |
|
|
2018
Q4 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 1898 |
|
|
2018
Q1 | – | Sell |
-320
| Closed | -$14K | – | 1462 |
|
|
2017
Q4 | $14K | Hold |
320
| – | – | ﹤0.01% | 788 |
|
|
2017
Q3 | $12K | Sell |
320
-57
| -15% | -$2.14K | ﹤0.01% | 844 |
|
|
2017
Q2 | $17K | Buy |
377
+57
| +18% | +$2.57K | ﹤0.01% | 663 |
|
|
2017
Q1 | $14K | Hold |
320
| – | – | ﹤0.01% | 680 |
|
|
2016
Q4 | $13K | Hold |
320
| – | – | ﹤0.01% | 680 |
|
|
2016
Q3 | $12K | Buy |
+320
| New | +$12K | ﹤0.01% | 653 |
|