Carson Wealth (CWM LLC)’s Ooma OOMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26K | Sell |
2,008
-336
| -14% | -$4.35K | ﹤0.01% | 3745 |
|
|
2025
Q1 | $31K | Buy |
2,344
+303
| +15% | +$4.01K | ﹤0.01% | 3364 |
|
|
2024
Q4 | $29K | Buy |
2,041
+64
| +3% | +$909 | ﹤0.01% | 3198 |
|
|
2024
Q3 | $23K | Buy |
1,977
+95
| +5% | +$1.11K | ﹤0.01% | 3272 |
|
|
2024
Q2 | $19K | Buy |
1,882
+1,874
| +23,425% | +$18.9K | ﹤0.01% | 3149 |
|
|
2024
Q1 | $0 | Sell |
8
-46
| -85% | – | ﹤0.01% | 4616 |
|
|
2023
Q4 | $1K | Sell |
54
-122
| -69% | -$2.26K | ﹤0.01% | 3995 |
|
|
2023
Q3 | $2K | Sell |
176
-78
| -31% | -$886 | ﹤0.01% | 3840 |
|
|
2023
Q2 | $4K | Buy |
254
+219
| +626% | +$3.45K | ﹤0.01% | 3544 |
|
|
2023
Q1 | $0 | Hold |
35
| – | – | ﹤0.01% | 4251 |
|
|
2022
Q4 | $0 | Buy |
+35
| New | – | ﹤0.01% | 4155 |
|