Carson Wealth (CWM LLC)’s Pacific Biosciences PACB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3K Buy
2,275
+765
+51% +$1.01K ﹤0.01% 4791
2025
Q1
$2K Sell
1,510
-491
-25% -$650 ﹤0.01% 4786
2024
Q4
$4K Buy
2,001
+1,880
+1,554% +$3.76K ﹤0.01% 4341
2024
Q3
$0 Sell
121
-1,246
-91% ﹤0.01% 5058
2024
Q2
$2K Buy
1,367
+1,338
+4,614% +$1.96K ﹤0.01% 4243
2024
Q1
$0 Sell
29
-161
-85% ﹤0.01% 4624
2023
Q4
$2K Sell
190
-133
-41% -$1.4K ﹤0.01% 3825
2023
Q3
$3K Buy
323
+93
+40% +$864 ﹤0.01% 3690
2023
Q2
$3K Buy
230
+28
+14% +$365 ﹤0.01% 3669
2023
Q1
$2K Buy
202
+82
+68% +$812 ﹤0.01% 3678
2022
Q4
$1K Buy
+120
New +$1K ﹤0.01% 3791
2022
Q2
Sell
-17
Closed 3996
2022
Q1
$0 Sell
17
-2
-11% ﹤0.01% 3755
2021
Q4
$0 Buy
+19
New ﹤0.01% 3586