Carson Wealth (CWM LLC)’s Outset Medical OM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6K | Hold |
333
| – | – | ﹤0.01% | 4545 |
|
|
2025
Q1 | $4K | Buy |
333
+266
| +397% | +$3.2K | ﹤0.01% | 4553 |
|
|
2024
Q4 | $1K | Buy |
+67
| New | +$1K | ﹤0.01% | 4761 |
|
|
2024
Q3 | – | Sell |
-151
| Closed | -$9K | – | 5047 |
|
|
2024
Q2 | $9K | Buy |
151
+146
| +2,920% | +$8.7K | ﹤0.01% | 3614 |
|
|
2024
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 4612 |
|
|
2023
Q3 | – | Sell |
-3
| Closed | -$1K | – | 4428 |
|
|
2023
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 4012 |
|
|
2023
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 3873 |
|
|
2022
Q4 | $1K | Sell |
3
-3
| -50% | -$1K | ﹤0.01% | 3786 |
|
|
2022
Q3 | $1K | Sell |
6
-1
| -14% | -$167 | ﹤0.01% | 3703 |
|
|
2022
Q2 | $1K | Buy |
7
+6
| +600% | +$857 | ﹤0.01% | 3574 |
|
|
2022
Q1 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 3367 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 3584 |
|