Carson Wealth (CWM LLC)’s Orthofix Medical OFIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11K | Buy |
965
+719
| +292% | +$8.2K | ﹤0.01% | 4249 |
|
|
2025
Q1 | $4K | Buy |
246
+183
| +290% | +$2.98K | ﹤0.01% | 4552 |
|
|
2024
Q4 | $1K | Buy |
63
+16
| +34% | +$254 | ﹤0.01% | 4759 |
|
|
2024
Q3 | $1K | Buy |
47
+24
| +104% | +$511 | ﹤0.01% | 4653 |
|
|
2024
Q2 | $0 | Hold |
23
| – | – | ﹤0.01% | 4830 |
|
|
2024
Q1 | $0 | Hold |
23
| – | – | ﹤0.01% | 4610 |
|
|
2023
Q4 | $0 | Sell |
23
-891
| -97% | – | ﹤0.01% | 4395 |
|
|
2023
Q3 | $12K | Sell |
914
-1,153
| -56% | -$15.1K | ﹤0.01% | 3045 |
|
|
2023
Q2 | $37K | Hold |
2,067
| – | – | ﹤0.01% | 2211 |
|
|
2023
Q1 | $35K | Buy |
2,067
+120
| +6% | +$2.03K | ﹤0.01% | 2108 |
|
|
2022
Q4 | $40K | Buy |
1,947
+1,582
| +433% | +$32.5K | ﹤0.01% | 1876 |
|
|
2022
Q3 | $7K | Buy |
+365
| New | +$7K | ﹤0.01% | 2906 |
|
|
2016
Q2 | – | Sell |
-119
| Closed | -$5K | – | 838 |
|
|
2016
Q1 | $5K | Hold |
119
| – | – | ﹤0.01% | 596 |
|
|
2015
Q4 | $5K | Hold |
119
| – | – | ﹤0.01% | 522 |
|
|
2015
Q3 | $4K | Buy |
+119
| New | +$4K | ﹤0.01% | 525 |
|