Carson Wealth (CWM LLC)’s Omnicell OMCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $82K | Sell |
2,786
-187
| -6% | -$5.5K | ﹤0.01% | 2885 |
|
|
2025
Q1 | $104K | Sell |
2,973
-91
| -3% | -$3.18K | ﹤0.01% | 2392 |
|
|
2024
Q4 | $136K | Buy |
3,064
+19
| +0.6% | +$843 | ﹤0.01% | 2074 |
|
|
2024
Q3 | $133K | Sell |
3,045
-3
| -0.1% | -$131 | ﹤0.01% | 2006 |
|
|
2024
Q2 | $83K | Buy |
3,048
+1,236
| +68% | +$33.7K | ﹤0.01% | 2104 |
|
|
2024
Q1 | $53K | Buy |
1,812
+242
| +15% | +$7.08K | ﹤0.01% | 2258 |
|
|
2023
Q4 | $59K | Sell |
1,570
-35
| -2% | -$1.32K | ﹤0.01% | 2067 |
|
|
2023
Q3 | $72K | Sell |
1,605
-117
| -7% | -$5.25K | ﹤0.01% | 1849 |
|
|
2023
Q2 | $127K | Sell |
1,722
-11
| -0.6% | -$811 | ﹤0.01% | 1442 |
|
|
2023
Q1 | $102K | Buy |
1,733
+193
| +13% | +$11.4K | ﹤0.01% | 1482 |
|
|
2022
Q4 | $78K | Buy |
1,540
+961
| +166% | +$48.7K | ﹤0.01% | 1495 |
|
|
2022
Q3 | $50K | Sell |
579
-58
| -9% | -$5.01K | ﹤0.01% | 1652 |
|
|
2022
Q2 | $72K | Buy |
637
+92
| +17% | +$10.4K | ﹤0.01% | 1451 |
|
|
2022
Q1 | $71K | Buy |
545
+7
| +1% | +$912 | ﹤0.01% | 1459 |
|
|
2021
Q4 | $97K | Buy |
+538
| New | +$97K | ﹤0.01% | 1302 |
|
|
2021
Q2 | $3K | Hold |
22
| – | – | ﹤0.01% | 2518 |
|
|
2021
Q1 | $3K | Hold |
22
| – | – | ﹤0.01% | 2518 |
|
|
2020
Q4 | $3K | Hold |
22
| – | – | ﹤0.01% | 2518 |
|
|
2020
Q3 | $3K | Hold |
22
| – | – | ﹤0.01% | 2518 |
|
|
2020
Q2 | $3K | Hold |
22
| – | – | ﹤0.01% | 2518 |
|
|
2020
Q1 | $3K | Hold |
22
| – | – | ﹤0.01% | 2518 |
|
|
2019
Q4 | $3K | Hold |
22
| – | – | ﹤0.01% | 2518 |
|
|
2019
Q3 | $3K | Hold |
22
| – | – | ﹤0.01% | 2518 |
|
|
2019
Q2 | $3K | Hold |
22
| – | – | ﹤0.01% | 2518 |
|
|
2019
Q1 | $3K | Buy |
+22
| New | +$3K | ﹤0.01% | 2518 |
|
|
2018
Q3 | – | Sell |
-22
| Closed | -$1K | – | 1941 |
|
|
2018
Q2 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 1559 |
|