Carson Wealth (CWM LLC)’s Neogen NEOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89K | Buy |
18,575
+11,584
| +166% | +$55.5K | ﹤0.01% | 2823 |
|
|
2025
Q1 | $61K | Sell |
6,991
-46,911
| -87% | -$409K | ﹤0.01% | 2806 |
|
|
2024
Q4 | $654K | Sell |
53,902
-1,826
| -3% | -$22.2K | ﹤0.01% | 1276 |
|
|
2024
Q3 | $937K | Sell |
55,728
-375
| -0.7% | -$6.31K | ﹤0.01% | 1078 |
|
|
2024
Q2 | $877K | Sell |
56,103
-389
| -0.7% | -$6.08K | ﹤0.01% | 963 |
|
|
2024
Q1 | $891K | Sell |
56,492
-841
| -1% | -$13.3K | ﹤0.01% | 910 |
|
|
2023
Q4 | $1.15M | Sell |
57,333
-2,142
| -4% | -$43.1K | 0.01% | 745 |
|
|
2023
Q3 | $1.1M | Sell |
59,475
-2,961
| -5% | -$54.9K | 0.01% | 704 |
|
|
2023
Q2 | $1.36M | Sell |
62,436
-2,252
| -3% | -$49K | 0.01% | 611 |
|
|
2023
Q1 | $1.2M | Buy |
64,688
+1,681
| +3% | +$31.1K | 0.01% | 607 |
|
|
2022
Q4 | $960K | Buy |
63,007
+12,341
| +24% | +$188K | 0.01% | 627 |
|
|
2022
Q3 | $708K | Buy |
50,666
+11,246
| +29% | +$157K | 0.01% | 644 |
|
|
2022
Q2 | $950K | Buy |
39,420
+2,572
| +7% | +$62K | 0.01% | 569 |
|
|
2022
Q1 | $1.14M | Sell |
36,848
-4,586
| -11% | -$141K | 0.01% | 533 |
|
|
2021
Q4 | $1.88M | Buy |
+41,434
| New | +$1.88M | 0.01% | 442 |
|
|
2021
Q2 | $40K | Sell |
874
-874
| -50% | -$40K | ﹤0.01% | 1490 |
|
|
2021
Q1 | $40K | Hold |
1,748
| – | – | ﹤0.01% | 1490 |
|
|
2020
Q4 | $40K | Hold |
1,748
| – | – | ﹤0.01% | 1490 |
|
|
2020
Q3 | $40K | Hold |
1,748
| – | – | ﹤0.01% | 1490 |
|
|
2020
Q2 | $40K | Hold |
1,748
| – | – | ﹤0.01% | 1490 |
|
|
2020
Q1 | $40K | Hold |
1,748
| – | – | ﹤0.01% | 1490 |
|
|
2019
Q4 | $40K | Hold |
1,748
| – | – | ﹤0.01% | 1490 |
|
|
2019
Q3 | $40K | Hold |
1,748
| – | – | ﹤0.01% | 1490 |
|
|
2019
Q2 | $40K | Hold |
1,748
| – | – | ﹤0.01% | 1490 |
|
|
2019
Q1 | $40K | Buy |
1,748
+1,728
| +8,640% | +$39.5K | ﹤0.01% | 1490 |
|
|
2018
Q4 | $1K | Buy |
20
+14
| +233% | +$700 | ﹤0.01% | 1935 |
|
|
2018
Q3 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1933 |
|