Carson Wealth (CWM LLC)’s ImmunityBio IBRX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $129K | Buy |
48,715
+43,583
| +849% | +$115K | ﹤0.01% | 2500 |
|
|
2025
Q1 | $15K | Buy |
5,132
+5,092
| +12,730% | +$14.9K | ﹤0.01% | 3870 |
|
|
2024
Q4 | $0 | Buy |
40
+14
| +54% | – | ﹤0.01% | 5013 |
|
|
2024
Q3 | $0 | Buy |
26
+13
| +100% | – | ﹤0.01% | 4959 |
|
|
2024
Q2 | $0 | Buy |
+13
| New | – | ﹤0.01% | 4731 |
|
|
2022
Q1 | – | Sell |
-100
| Closed | -$1K | – | 3650 |
|
|
2021
Q4 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 3294 |
|
|
2021
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 2768 |
|
|
2021
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 2768 |
|
|
2020
Q4 | $1K | Hold |
100
| – | – | ﹤0.01% | 2768 |
|
|
2020
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 2768 |
|
|
2020
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 2768 |
|
|
2020
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 2768 |
|
|
2019
Q4 | $1K | Hold |
100
| – | – | ﹤0.01% | 2768 |
|
|
2019
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 2768 |
|
|
2019
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 2768 |
|
|
2019
Q1 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 2768 |
|