Carson Wealth (CWM LLC)’s Myriad Genetics MYGN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$129K Buy
24,327
+14,531
+148% +$77.1K ﹤0.01% 2505
2025
Q1
$87K Buy
9,796
+8,397
+600% +$74.6K ﹤0.01% 2537
2024
Q4
$19K Sell
1,399
-90
-6% -$1.22K ﹤0.01% 3476
2024
Q3
$41K Buy
1,489
+68
+5% +$1.87K ﹤0.01% 2849
2024
Q2
$35K Buy
1,421
+30
+2% +$739 ﹤0.01% 2725
2024
Q1
$30K Buy
1,391
+8
+0.6% +$173 ﹤0.01% 2642
2023
Q4
$26K Sell
1,383
-1,273
-48% -$23.9K ﹤0.01% 2597
2023
Q3
$43K Sell
2,656
-347
-12% -$5.62K ﹤0.01% 2158
2023
Q2
$70K Sell
3,003
-1,195
-28% -$27.9K ﹤0.01% 1772
2023
Q1
$98K Sell
4,198
-2
-0% -$47 ﹤0.01% 1499
2022
Q4
$61K Sell
4,200
-91
-2% -$1.32K ﹤0.01% 1621
2022
Q3
$82K Buy
4,291
+648
+18% +$12.4K ﹤0.01% 1425
2022
Q2
$66K Buy
3,643
+159
+5% +$2.88K ﹤0.01% 1497
2022
Q1
$88K Sell
3,484
-92
-3% -$2.32K ﹤0.01% 1372
2021
Q4
$99K Buy
+3,576
New +$99K ﹤0.01% 1294
2021
Q2
$103K Hold
3,375
﹤0.01% 1122
2021
Q1
$103K Hold
3,375
﹤0.01% 1122
2020
Q4
$103K Hold
3,375
﹤0.01% 1122
2020
Q3
$103K Hold
3,375
﹤0.01% 1122
2020
Q2
$103K Hold
3,375
﹤0.01% 1122
2020
Q1
$103K Hold
3,375
﹤0.01% 1122
2019
Q4
$103K Hold
3,375
﹤0.01% 1122
2019
Q3
$103K Hold
3,375
﹤0.01% 1122
2019
Q2
$103K Hold
3,375
﹤0.01% 1122
2019
Q1
$103K Sell
3,375
-378,802
-99% -$11.6M ﹤0.01% 1122
2018
Q4
$11.1M Buy
382,177
+67,211
+21% +$1.95M 0.28% 81
2018
Q3
$14.5M Buy
314,966
+32,677
+12% +$1.5M 0.37% 73
2018
Q2
$10.5M Buy
282,289
+1,650
+0.6% +$61.7K 0.35% 73
2018
Q1
$8.29M Sell
280,639
-21,454
-7% -$634K 0.33% 72
2017
Q4
$10.4M Sell
302,093
-74,767
-20% -$2.57M 0.46% 55
2017
Q3
$13.6M Sell
376,860
-161,299
-30% -$5.84M 0.64% 40
2017
Q2
$13.9M Buy
538,159
+357
+0.1% +$9.23K 0.71% 39
2017
Q1
$10.3M Buy
537,802
+43,031
+9% +$826K 0.58% 41
2016
Q4
$8.25M Buy
494,771
+49,510
+11% +$825K 0.51% 54
2016
Q3
$9.16M Buy
445,261
+222,706
+100% +$4.58M 0.63% 51
2016
Q2
$6.81M Buy
222,555
+15,906
+8% +$487K 0.5% 66
2016
Q1
$7.74M Sell
206,649
-1,678
-0.8% -$62.8K 0.68% 60
2015
Q4
$8.99M Buy
208,327
+7,547
+4% +$326K 0.88% 43
2015
Q3
$7.53M Buy
200,780
+23,931
+14% +$897K 0.76% 53
2015
Q2
$6.01M Buy
176,849
+35,588
+25% +$1.21M 0.58% 68
2015
Q1
$5M Buy
141,261
+28,991
+26% +$1.03M 0.51% 79
2014
Q4
$3.82M Buy
112,270
+18,332
+20% +$624K 0.46% 82
2014
Q3
$3.62M Buy
93,938
+16,492
+21% +$636K 0.53% 59
2014
Q2
$3.01M Buy
77,446
+21,322
+38% +$830K 0.54% 55
2014
Q1
$1.92M Buy
56,124
+29,586
+111% +$1.01M 0.26% 69
2013
Q4
$561K Buy
26,538
+9,420
+55% +$199K 0.09% 129
2013
Q3
$402K Buy
+17,118
New +$402K 0.11% 120