Carson Wealth (CWM LLC)’s InfuSystem Holdings INFU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$30K Buy
4,826
+4,443
+1,160% +$27.6K ﹤0.01% 3646
2025
Q1
$2K Sell
383
-147
-28% -$768 ﹤0.01% 4759
2024
Q4
$4K Buy
530
+330
+165% +$2.49K ﹤0.01% 4315
2024
Q3
$1K Buy
200
+159
+388% +$795 ﹤0.01% 4600
2024
Q2
$0 Buy
41
+37
+925% ﹤0.01% 4738
2024
Q1
$0 Buy
+4
New ﹤0.01% 4505
2022
Q3
Sell
-40
Closed 4024
2022
Q2
$0 Sell
40
-303
-88% ﹤0.01% 3912
2022
Q1
$3K Sell
343
-170
-33% -$1.49K ﹤0.01% 3027
2021
Q4
$9K Buy
+513
New +$9K ﹤0.01% 2409
2021
Q2
$53K Hold
2,553
﹤0.01% 1377
2021
Q1
$53K Hold
2,553
﹤0.01% 1377
2020
Q4
$53K Hold
2,553
﹤0.01% 1377
2020
Q3
$53K Hold
2,553
﹤0.01% 1377
2020
Q2
$53K Hold
2,553
﹤0.01% 1377
2020
Q1
$53K Hold
2,553
﹤0.01% 1377
2019
Q4
$53K Hold
2,553
﹤0.01% 1377
2019
Q3
$53K Hold
2,553
﹤0.01% 1377
2019
Q2
$53K Hold
2,553
﹤0.01% 1377
2019
Q1
$53K Buy
+2,553
New +$53K ﹤0.01% 1377