Carson Wealth (CWM LLC)’s NeoGenomics NEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $101K | Buy |
13,787
+7,488
| +119% | +$54.9K | ﹤0.01% | 2712 |
|
|
2025
Q1 | $60K | Buy |
6,299
+1,883
| +43% | +$17.9K | ﹤0.01% | 2825 |
|
|
2024
Q4 | $73K | Buy |
4,416
+214
| +5% | +$3.54K | ﹤0.01% | 2496 |
|
|
2024
Q3 | $62K | Buy |
4,202
+43
| +1% | +$634 | ﹤0.01% | 2535 |
|
|
2024
Q2 | $58K | Buy |
4,159
+48
| +1% | +$669 | ﹤0.01% | 2366 |
|
|
2024
Q1 | $65K | Buy |
4,111
+333
| +9% | +$5.27K | ﹤0.01% | 2132 |
|
|
2023
Q4 | $61K | Sell |
3,778
-438
| -10% | -$7.07K | ﹤0.01% | 2048 |
|
|
2023
Q3 | $52K | Buy |
4,216
+87
| +2% | +$1.07K | ﹤0.01% | 2029 |
|
|
2023
Q2 | $66K | Sell |
4,129
-45
| -1% | -$719 | ﹤0.01% | 1806 |
|
|
2023
Q1 | $73K | Buy |
4,174
+250
| +6% | +$4.37K | ﹤0.01% | 1658 |
|
|
2022
Q4 | $36K | Buy |
3,924
+2,106
| +116% | +$19.3K | ﹤0.01% | 1956 |
|
|
2022
Q3 | $16K | Buy |
1,818
+1,368
| +304% | +$12K | ﹤0.01% | 2383 |
|
|
2022
Q2 | $4K | Sell |
450
-1,217
| -73% | -$10.8K | ﹤0.01% | 3101 |
|
|
2022
Q1 | $20K | Buy |
1,667
+1,093
| +190% | +$13.1K | ﹤0.01% | 2084 |
|
|
2021
Q4 | $20K | Buy |
+574
| New | +$20K | ﹤0.01% | 1990 |
|
|
2019
Q1 | – | Sell |
-2,350
| Closed | -$30K | – | 3134 |
|
|
2018
Q4 | $30K | Buy |
+2,350
| New | +$30K | ﹤0.01% | 1016 |
|