Carson Wealth (CWM LLC)’s Natera NTRA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$6.96M Buy
41,185
+15,407
+60% +$2.6M 0.02% 499
2025
Q1
$3.65M Buy
25,778
+3,077
+14% +$435K 0.01% 618
2024
Q4
$3.59M Buy
22,701
+7,260
+47% +$1.15M 0.01% 557
2024
Q3
$1.96M Buy
15,441
+8,406
+119% +$1.07M 0.01% 707
2024
Q2
$762K Buy
7,035
+4,660
+196% +$505K ﹤0.01% 1037
2024
Q1
$217K Buy
2,375
+508
+27% +$46.4K ﹤0.01% 1476
2023
Q4
$117K Buy
1,867
+550
+42% +$34.5K ﹤0.01% 1657
2023
Q3
$58K Buy
1,317
+911
+224% +$40.1K ﹤0.01% 1973
2023
Q2
$20K Buy
406
+51
+14% +$2.51K ﹤0.01% 2637
2023
Q1
$20K Buy
355
+64
+22% +$3.61K ﹤0.01% 2515
2022
Q4
$12K Buy
291
+72
+33% +$2.97K ﹤0.01% 2703
2022
Q3
$10K Buy
219
+48
+28% +$2.19K ﹤0.01% 2686
2022
Q2
$6K Sell
171
-525
-75% -$18.4K ﹤0.01% 2898
2022
Q1
$28K Buy
696
+635
+1,041% +$25.5K ﹤0.01% 1873
2021
Q4
$6K Buy
+61
New +$6K ﹤0.01% 2641