Carson Wealth (CWM LLC)
ONEM

Carson Wealth (CWM LLC)’s 1Life Healthcare ONEM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ONEM Stock Details ONEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,132
Closed -$36K – 4484
2022
Q4 		$36K Hold
2,132
– – ﹤0.01% 1967
2022
Q3 		$37K Sell
2,132
-1,440
-40% -$22.6K ﹤0.01% 1822
2022
Q2 		$28K Buy
3,572
+1,810
+103% +$15.6K ﹤0.01% 1935
2022
Q1 		$20K Buy
1,762
+72
+4% +$806 ﹤0.01% 2095
2021
Q4 		$30K Buy
+1,690
New +$32.8K ﹤0.01% 1787
2021
Q2 		$31K Hold
940
– – ﹤0.01% 1610
2021
Q1 		$31K Hold
940
– – ﹤0.01% 1610
2020
Q4 		$31K Hold
940
– – ﹤0.01% 1610
2020
Q3 		$31K Hold
940
– – ﹤0.01% 1610
2020
Q2 		$31K Hold
940
– – ﹤0.01% 1610
2020
Q1 		$31K Buy
+940
New +$20.6K ﹤0.01% 1610

Carson Wealth (CWM LLC)'s ONEM Position: Q1 2023 in Review

Carson Wealth (CWM LLC) sold out of 1Life Healthcare (ONEM) in Q1 2023, closing a stake of 2,132 shares — an estimated $36K sold.

Carson Wealth (CWM LLC) first reported a position in ONEM in Q1 2020 and held it in 11 quarters. The position peaked at $37K in Q3 2022. 0 funds tracked by Wall St. Rank hold ONEM as of Q1 2023.

  • Carson Wealth (CWM LLC) reported no remaining 1Life Healthcare position as of Q1 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 2,132 1Life Healthcare shares in Q1 2023, an estimated $36K.
  • Carson Wealth (CWM LLC) first reported a position in 1Life Healthcare in Q1 2020 and held it in 11 quarters.
  • Carson Wealth (CWM LLC)'s 1Life Healthcare position peaked at $37K in Q3 2022.
  • 0 funds tracked by Wall St. Rank held 1Life Healthcare as of Q1 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2023, filed 1 May 2023.