Carson Wealth (CWM LLC)’s OmniAb OABI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13K | Buy |
7,537
+6,429
| +580% | +$11.1K | ﹤0.01% | 4165 |
|
|
2025
Q1 | $3K | Buy |
1,108
+850
| +329% | +$2.3K | ﹤0.01% | 4646 |
|
|
2024
Q4 | $1K | Buy |
258
+78
| +43% | +$302 | ﹤0.01% | 4757 |
|
|
2024
Q3 | $1K | Buy |
180
+4
| +2% | +$22 | ﹤0.01% | 4652 |
|
|
2024
Q2 | $1K | Sell |
176
-421
| -71% | -$2.39K | ﹤0.01% | 4437 |
|
|
2024
Q1 | $3K | Sell |
597
-496
| -45% | -$2.49K | ﹤0.01% | 3862 |
|
|
2023
Q4 | $7K | Sell |
1,093
-833
| -43% | -$5.34K | ﹤0.01% | 3355 |
|
|
2023
Q3 | $10K | Buy |
1,926
+1,284
| +200% | +$6.67K | ﹤0.01% | 3138 |
|
|
2023
Q2 | $3K | Buy |
642
+34
| +6% | +$159 | ﹤0.01% | 3667 |
|
|
2023
Q1 | $2K | Hold |
608
| – | – | ﹤0.01% | 3676 |
|
|
2022
Q4 | $2K | Buy |
+608
| New | +$2K | ﹤0.01% | 3598 |
|