Carson Wealth (CWM LLC)’s Organogenesis Holdings ORGO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$168K Sell
45,894
-18,000
-28% -$65.9K ﹤0.01% 2326
2025
Q1
$276K Buy
63,894
+5,239
+9% +$22.6K ﹤0.01% 1718
2024
Q4
$188K Sell
58,655
-1,849
-3% -$5.93K ﹤0.01% 1858
2024
Q3
$173K Buy
60,504
+34,887
+136% +$99.8K ﹤0.01% 1832
2024
Q2
$72K Buy
25,617
+19,242
+302% +$54.1K ﹤0.01% 2210
2024
Q1
$18K Buy
6,375
+3,291
+107% +$9.29K ﹤0.01% 2976
2023
Q4
$13K Sell
3,084
-367
-11% -$1.55K ﹤0.01% 3036
2023
Q3
$11K Buy
3,451
+894
+35% +$2.85K ﹤0.01% 3088
2023
Q2
$8K Hold
2,557
﹤0.01% 3219
2023
Q1
$5K Sell
2,557
-263
-9% -$514 ﹤0.01% 3305
2022
Q4
$8K Sell
2,820
-1,837
-39% -$5.21K ﹤0.01% 2944
2022
Q3
$15K Buy
4,657
+220
+5% +$709 ﹤0.01% 2427
2022
Q2
$22K Hold
4,437
﹤0.01% 2053
2022
Q1
$34K Hold
4,437
﹤0.01% 1791
2021
Q4
$41K Buy
+4,437
New +$41K ﹤0.01% 1655
2021
Q2
$74K Hold
4,437
﹤0.01% 1244
2021
Q1
$74K Hold
4,437
﹤0.01% 1244
2020
Q4
$74K Hold
4,437
﹤0.01% 1244
2020
Q3
$74K Hold
4,437
﹤0.01% 1244
2020
Q2
$74K Hold
4,437
﹤0.01% 1244
2020
Q1
$74K Hold
4,437
﹤0.01% 1244
2019
Q4
$74K Hold
4,437
﹤0.01% 1244
2019
Q3
$74K Hold
4,437
﹤0.01% 1244
2019
Q2
$74K Hold
4,437
﹤0.01% 1244
2019
Q1
$74K Buy
+4,437
New +$74K ﹤0.01% 1244