Carson Wealth (CWM LLC)’s Pulmonx LUNG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5K | Buy |
2,035
+886
| +77% | +$2.18K | ﹤0.01% | 4621 |
|
2025
Q1 | $8K | Buy |
1,149
+332
| +41% | +$2.31K | ﹤0.01% | 4216 |
|
2024
Q4 | $6K | Sell |
817
-54
| -6% | -$397 | ﹤0.01% | 4123 |
|
2024
Q3 | $7K | Buy |
871
+771
| +771% | +$6.2K | ﹤0.01% | 3950 |
|
2024
Q2 | $1K | Buy |
100
+36
| +56% | +$360 | ﹤0.01% | 4410 |
|
2024
Q1 | $1K | Sell |
64
-7
| -10% | -$109 | ﹤0.01% | 4157 |
|
2023
Q4 | $1K | Buy |
71
+20
| +39% | +$282 | ﹤0.01% | 3972 |
|
2023
Q3 | $1K | Hold |
51
| – | – | ﹤0.01% | 4007 |
|
2023
Q2 | $1K | Hold |
51
| – | – | ﹤0.01% | 3985 |
|
2023
Q1 | $1K | Hold |
51
| – | – | ﹤0.01% | 3857 |
|
2022
Q4 | $0 | Buy |
51
+42
| +467% | – | ﹤0.01% | 4116 |
|
2022
Q3 | $0 | Hold |
9
| – | – | ﹤0.01% | 4054 |
|
2022
Q2 | $0 | Buy |
+9
| New | – | ﹤0.01% | 3952 |
|
2022
Q1 | – | Sell |
-5
| Closed | – | – | 3704 |
|
2021
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 3566 |
|