Carson Wealth (CWM LLC)’s IPG Photonics IPGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.94M | Buy |
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|
2025
Q2 | $1.41M | Buy |
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|
2025
Q1 | $963K | Buy |
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|
2024
Q4 | $186K | Buy |
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|
2024
Q3 | $181K | Buy |
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|
2024
Q2 | $63K | Sell |
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|
2024
Q1 | $85K | Buy |
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|
2023
Q4 | $81K | Sell |
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|
2023
Q3 | $85K | Buy |
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|
2023
Q2 | $51K | Sell |
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|
2023
Q1 | $58K | Sell |
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|
2022
Q4 | $46K | Sell |
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|
2022
Q3 | $41K | Sell |
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|
2022
Q2 | $70K | Sell |
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|
2022
Q1 | $87K | Buy |
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|
2021
Q4 | $35K | Buy |
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|
2021
Q2 | $24K | Hold |
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|
2021
Q1 | $24K | Hold |
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|
2020
Q4 | $24K | Hold |
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|
2020
Q3 | $24K | Hold |
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|
2020
Q2 | $24K | Hold |
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|
2020
Q1 | $24K | Hold |
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|
2019
Q4 | $24K | Hold |
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|
2019
Q3 | $24K | Hold |
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|
2019
Q2 | $24K | Hold |
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|
2019
Q1 | $24K | Buy |
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|
2018
Q4 | $2K | Buy |
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|
2018
Q3 | $1K | Hold |
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|
2018
Q2 | $2K | Hold |
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|
2018
Q1 | $2K | Hold |
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|
2017
Q4 | $2K | Hold |
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|
2017
Q3 | $1K | Hold |
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|
2017
Q2 | $1K | Hold |
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|
2017
Q1 | $1K | Buy |
|