Carson Wealth (CWM LLC)’s OrthoPediatrics KIDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2K | Sell |
113
-387
| -77% | -$6.85K | ﹤0.01% | 4886 |
|
|
2025
Q1 | $12K | Sell |
500
-13
| -3% | -$312 | ﹤0.01% | 4006 |
|
|
2024
Q4 | $12K | Sell |
513
-523
| -50% | -$12.2K | ﹤0.01% | 3764 |
|
|
2024
Q3 | $28K | Buy |
1,036
+5
| +0.5% | +$135 | ﹤0.01% | 3144 |
|
|
2024
Q2 | $30K | Buy |
1,031
+39
| +4% | +$1.14K | ﹤0.01% | 2833 |
|
|
2024
Q1 | $29K | Buy |
992
+9
| +0.9% | +$263 | ﹤0.01% | 2654 |
|
|
2023
Q4 | $32K | Buy |
983
+977
| +16,283% | +$31.8K | ﹤0.01% | 2470 |
|
|
2023
Q3 | $0 | Buy |
+6
| New | – | ﹤0.01% | 4341 |
|
|
2022
Q4 | – | Sell |
-3
| Closed | – | – | 4098 |
|
|
2022
Q3 | $0 | Sell |
3
-150
| -98% | – | ﹤0.01% | 4035 |
|
|
2022
Q2 | $7K | Buy |
153
+150
| +5,000% | +$6.86K | ﹤0.01% | 2802 |
|
|
2022
Q1 | $0 | Sell |
3
-29
| -91% | – | ﹤0.01% | 3678 |
|
|
2021
Q4 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 3126 |
|
|
2021
Q2 | $10K | Hold |
154
| – | – | ﹤0.01% | 2103 |
|
|
2021
Q1 | $10K | Hold |
154
| – | – | ﹤0.01% | 2103 |
|
|
2020
Q4 | $10K | Hold |
154
| – | – | ﹤0.01% | 2103 |
|
|
2020
Q3 | $10K | Hold |
154
| – | – | ﹤0.01% | 2103 |
|
|
2020
Q2 | $10K | Hold |
154
| – | – | ﹤0.01% | 2103 |
|
|
2020
Q1 | $10K | Hold |
154
| – | – | ﹤0.01% | 2103 |
|
|
2019
Q4 | $10K | Hold |
154
| – | – | ﹤0.01% | 2103 |
|
|
2019
Q3 | $10K | Hold |
154
| – | – | ﹤0.01% | 2103 |
|
|
2019
Q2 | $10K | Hold |
154
| – | – | ﹤0.01% | 2103 |
|
|
2019
Q1 | $10K | Buy |
+154
| New | +$10K | ﹤0.01% | 2103 |
|