Carson Wealth (CWM LLC)’s OptimizeRx OPRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9K | Sell |
660
-25
| -4% | -$341 | ﹤0.01% | 4360 |
|
|
2025
Q1 | $6K | Buy |
685
+4
| +0.6% | +$35 | ﹤0.01% | 4382 |
|
|
2024
Q4 | $3K | Buy |
681
+667
| +4,764% | +$2.94K | ﹤0.01% | 4434 |
|
|
2024
Q3 | $0 | Buy |
14
+9
| +180% | – | ﹤0.01% | 5051 |
|
|
2024
Q2 | $0 | Buy |
+5
| New | – | ﹤0.01% | 4837 |
|
|
2023
Q1 | – | Sell |
-68
| Closed | -$1K | – | 4254 |
|
|
2022
Q4 | $1K | Sell |
68
-2
| -3% | -$29 | ﹤0.01% | 3789 |
|
|
2022
Q3 | $1K | Sell |
70
-255
| -78% | -$3.64K | ﹤0.01% | 3705 |
|
|
2022
Q2 | $9K | Buy |
325
+312
| +2,400% | +$8.64K | ﹤0.01% | 2650 |
|
|
2022
Q1 | $0 | Buy |
13
+5
| +63% | – | ﹤0.01% | 3749 |
|
|
2021
Q4 | $0 | Buy |
+8
| New | – | ﹤0.01% | 3585 |
|