Carson Wealth (CWM LLC)’s Vaxcyte PCVX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$55K Buy
1,680
+1,115
+197% +$36.5K ﹤0.01% 3208
2025
Q1
$21K Sell
565
-18
-3% -$669 ﹤0.01% 3639
2024
Q4
$48K Buy
583
+194
+50% +$16K ﹤0.01% 2835
2024
Q3
$44K Buy
389
+296
+318% +$33.5K ﹤0.01% 2786
2024
Q2
$7K Buy
93
+57
+158% +$4.29K ﹤0.01% 3724
2024
Q1
$2K Buy
36
+17
+89% +$944 ﹤0.01% 4017
2023
Q4
$1K Sell
19
-20
-51% -$1.05K ﹤0.01% 4000
2023
Q3
$2K Sell
39
-14
-26% -$718 ﹤0.01% 3843
2023
Q2
$3K Buy
53
+44
+489% +$2.49K ﹤0.01% 3672
2023
Q1
$0 Sell
9
-11
-55% ﹤0.01% 4259
2022
Q4
$1K Buy
+20
New +$1K ﹤0.01% 3792
2022
Q1
Sell
-22
Closed -$1K 3762
2021
Q4
$1K Buy
+22
New +$1K ﹤0.01% 3335