Carson Wealth (CWM LLC)’s Opko Health OPK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$30K Sell
22,590
-51,913
-70% -$68.9K ﹤0.01% 3649
2025
Q1
$124K Buy
74,503
+67,487
+962% +$112K ﹤0.01% 2243
2024
Q4
$10K Buy
7,016
+6,340
+938% +$9.04K ﹤0.01% 3884
2024
Q3
$1K Buy
676
+499
+282% +$738 ﹤0.01% 4659
2024
Q2
$0 Buy
177
+141
+392% ﹤0.01% 4836
2024
Q1
$0 Buy
+36
New ﹤0.01% 4618
2023
Q4
Sell
-1
Closed 4401
2023
Q3
$0 Buy
+1
New ﹤0.01% 4432
2023
Q1
Sell
-4,100
Closed -$5K 4253
2022
Q4
$5K Buy
+4,100
New +$5K ﹤0.01% 3202
2022
Q3
Sell
-71
Closed 4092
2022
Q2
$0 Buy
+71
New ﹤0.01% 3993
2017
Q1
Sell
-300
Closed -$3K 1271
2016
Q4
$3K Buy
+300
New +$3K ﹤0.01% 931