Carson Wealth (CWM LLC)’s Ocugen OCGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9K | Buy |
9,609
+1,483
| +18% | +$1.39K | ﹤0.01% | 4359 |
|
|
2025
Q1 | $6K | Buy |
8,126
+5,723
| +238% | +$4.23K | ﹤0.01% | 4378 |
|
|
2024
Q4 | $2K | Sell |
2,403
-4,975
| -67% | -$4.14K | ﹤0.01% | 4581 |
|
|
2024
Q3 | $7K | Buy |
7,378
+88
| +1% | +$83 | ﹤0.01% | 3954 |
|
|
2024
Q2 | $11K | Hold |
7,290
| – | – | ﹤0.01% | 3493 |
|
|
2024
Q1 | $12K | Hold |
7,290
| – | – | ﹤0.01% | 3236 |
|
|
2023
Q4 | $4K | Hold |
7,290
| – | – | ﹤0.01% | 3610 |
|
|
2023
Q3 | $3K | Sell |
7,290
-50
| -0.7% | -$21 | ﹤0.01% | 3688 |
|
|
2023
Q2 | $4K | Hold |
7,340
| – | – | ﹤0.01% | 3542 |
|
|
2023
Q1 | $6K | Sell |
7,340
-1,134
| -13% | -$927 | ﹤0.01% | 3222 |
|
|
2022
Q4 | $11K | Buy |
8,474
+184
| +2% | +$239 | ﹤0.01% | 2756 |
|
|
2022
Q3 | $15K | Buy |
8,290
+3,365
| +68% | +$6.09K | ﹤0.01% | 2426 |
|
|
2022
Q2 | $11K | Hold |
4,925
| – | – | ﹤0.01% | 2524 |
|
|
2022
Q1 | $16K | Buy |
4,925
+1,180
| +32% | +$3.83K | ﹤0.01% | 2221 |
|
|
2021
Q4 | $17K | Buy |
+3,745
| New | +$17K | ﹤0.01% | 2080 |
|
|
2021
Q2 | $14K | Hold |
1,722
| – | – | ﹤0.01% | 1956 |
|
|
2021
Q1 | $14K | Hold |
1,722
| – | – | ﹤0.01% | 1956 |
|
|
2020
Q4 | $14K | Hold |
1,722
| – | – | ﹤0.01% | 1956 |
|
|
2020
Q3 | $14K | Hold |
1,722
| – | – | ﹤0.01% | 1956 |
|
|
2020
Q2 | $14K | Hold |
1,722
| – | – | ﹤0.01% | 1956 |
|
|
2020
Q1 | $14K | Hold |
1,722
| – | – | ﹤0.01% | 1956 |
|
|
2019
Q4 | $14K | Hold |
1,722
| – | – | ﹤0.01% | 1956 |
|
|
2019
Q3 | $14K | Buy |
1,722
+1,693
| +5,838% | +$13.8K | ﹤0.01% | 1956 |
|
|
2019
Q2 | $14K | Hold |
29
| – | – | ﹤0.01% | 1956 |
|
|
2019
Q1 | $14K | Buy |
+29
| New | +$14K | ﹤0.01% | 1956 |
|