Carson Wealth (CWM LLC)’s IPG Photonics IPGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
20,513
+5,255
| +34% | +$361K | 0.01% | 1088 |
|
|
2025
Q1 | $963K | Buy |
15,258
+12,694
| +495% | +$801K | ﹤0.01% | 1145 |
|
|
2024
Q4 | $186K | Buy |
2,564
+129
| +5% | +$9.36K | ﹤0.01% | 1868 |
|
|
2024
Q3 | $181K | Buy |
2,435
+1,689
| +226% | +$126K | ﹤0.01% | 1808 |
|
|
2024
Q2 | $63K | Sell |
746
-187
| -20% | -$15.8K | ﹤0.01% | 2299 |
|
|
2024
Q1 | $85K | Buy |
933
+191
| +26% | +$17.4K | ﹤0.01% | 1970 |
|
|
2023
Q4 | $81K | Sell |
742
-95
| -11% | -$10.4K | ﹤0.01% | 1878 |
|
|
2023
Q3 | $85K | Buy |
837
+463
| +124% | +$47K | ﹤0.01% | 1730 |
|
|
2023
Q2 | $51K | Sell |
374
-100
| -21% | -$13.6K | ﹤0.01% | 1969 |
|
|
2023
Q1 | $58K | Sell |
474
-15
| -3% | -$1.84K | ﹤0.01% | 1776 |
|
|
2022
Q4 | $46K | Sell |
489
-2
| -0.4% | -$188 | ﹤0.01% | 1788 |
|
|
2022
Q3 | $41K | Sell |
491
-255
| -34% | -$21.3K | ﹤0.01% | 1752 |
|
|
2022
Q2 | $70K | Sell |
746
-49
| -6% | -$4.6K | ﹤0.01% | 1464 |
|
|
2022
Q1 | $87K | Buy |
795
+592
| +292% | +$64.8K | ﹤0.01% | 1379 |
|
|
2021
Q4 | $35K | Buy |
+203
| New | +$35K | ﹤0.01% | 1720 |
|
|
2021
Q2 | $24K | Hold |
113
| – | – | ﹤0.01% | 1707 |
|
|
2021
Q1 | $24K | Hold |
113
| – | – | ﹤0.01% | 1707 |
|
|
2020
Q4 | $24K | Hold |
113
| – | – | ﹤0.01% | 1707 |
|
|
2020
Q3 | $24K | Hold |
113
| – | – | ﹤0.01% | 1707 |
|
|
2020
Q2 | $24K | Hold |
113
| – | – | ﹤0.01% | 1707 |
|
|
2020
Q1 | $24K | Hold |
113
| – | – | ﹤0.01% | 1707 |
|
|
2019
Q4 | $24K | Hold |
113
| – | – | ﹤0.01% | 1707 |
|
|
2019
Q3 | $24K | Hold |
113
| – | – | ﹤0.01% | 1707 |
|
|
2019
Q2 | $24K | Hold |
113
| – | – | ﹤0.01% | 1707 |
|
|
2019
Q1 | $24K | Buy |
113
+94
| +495% | +$20K | ﹤0.01% | 1707 |
|
|
2018
Q4 | $2K | Buy |
19
+11
| +138% | +$1.16K | ﹤0.01% | 1753 |
|
|
2018
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 1676 |
|
|
2018
Q2 | $2K | Hold |
8
| – | – | ﹤0.01% | 1381 |
|
|
2018
Q1 | $2K | Hold |
8
| – | – | ﹤0.01% | 1177 |
|
|
2017
Q4 | $2K | Hold |
8
| – | – | ﹤0.01% | 1276 |
|
|
2017
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 1377 |
|
|
2017
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 1098 |
|
|
2017
Q1 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 1064 |
|