Carson Wealth (CWM LLC)’s NeoGenomics NEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $67K | Sell |
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|
2025
Q2 | $101K | Buy |
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|
2025
Q1 | $60K | Buy |
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|
2024
Q4 | $73K | Buy |
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|
2024
Q3 | $62K | Buy |
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|
2024
Q2 | $58K | Buy |
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|
2024
Q1 | $65K | Buy |
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|
2023
Q4 | $61K | Sell |
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|
2023
Q3 | $52K | Buy |
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|
2023
Q2 | $66K | Sell |
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|
2023
Q1 | $73K | Buy |
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|
2022
Q4 | $36K | Buy |
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|
2022
Q3 | $16K | Buy |
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|
2022
Q2 | $4K | Sell |
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|
2022
Q1 | $20K | Buy |
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|
2021
Q4 | $20K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $30K | Buy |
|