Carson Wealth (CWM LLC)’s OraSure Technologies OSUR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$10K Sell
3,243
-4,005
-55% -$12.4K ﹤0.01% 4297
2025
Q1
$24K Buy
7,248
+3,543
+96% +$11.7K ﹤0.01% 3537
2024
Q4
$13K Sell
3,705
-179
-5% -$628 ﹤0.01% 3719
2024
Q3
$17K Buy
3,884
+993
+34% +$4.35K ﹤0.01% 3469
2024
Q2
$12K Sell
2,891
-695
-19% -$2.89K ﹤0.01% 3441
2024
Q1
$22K Sell
3,586
-513
-13% -$3.15K ﹤0.01% 2835
2023
Q4
$34K Buy
4,099
+106
+3% +$879 ﹤0.01% 2415
2023
Q3
$24K Buy
3,993
+585
+17% +$3.52K ﹤0.01% 2568
2023
Q2
$17K Hold
3,408
﹤0.01% 2749
2023
Q1
$21K Hold
3,408
﹤0.01% 2474
2022
Q4
$16K Buy
3,408
+27
+0.8% +$127 ﹤0.01% 2519
2022
Q3
$13K Buy
3,381
+238
+8% +$915 ﹤0.01% 2521
2022
Q2
$9K Buy
3,143
+2,843
+948% +$8.14K ﹤0.01% 2651
2022
Q1
$2K Hold
300
﹤0.01% 3192
2021
Q4
$3K Buy
+300
New +$3K ﹤0.01% 3000