Carson Wealth (CWM LLC)’s Oscar Health OSCR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$67.2K Sell
5,855
-1,188
-17% -$16.7K ﹤0.01% 3586
2025
Q4
$101K Sell
7,043
-1,116
-14% -$19.3K ﹤0.01% 3055
2025
Q3
$154K Buy
8,159
+779
+11% +$12.8K ﹤0.01% 2651
2025
Q2
$158K Buy
7,380
+4,176
+130% +$62.1K ﹤0.01% 2371
2025
Q1
$42K Buy
3,204
+1,078
+51% +$16K ﹤0.01% 3125
2024
Q4
$29K Sell
2,126
-268
-11% -$4.32K ﹤0.01% 3201
2024
Q3
$51K Buy
2,394
+1,842
+334% +$33.2K ﹤0.01% 2678
2024
Q2
$9K Buy
552
+539
+4,146% +$9.91K ﹤0.01% 3618
2024
Q1
$0 Buy
+13
New +$178 ﹤0.01% 4627
2023
Q4
Sell
-21
Closed 4413
2023
Q3
$0 Buy
+21
New +$147 ﹤0.01% 4448

Other funds holding OSCR