Carson Wealth (CWM LLC)’s Precigen PGEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $152K | Buy |
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|
2025
Q2 | $65K | Sell |
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|
2025
Q1 | $68K | Buy |
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|
2024
Q4 | $49K | Buy |
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|
2024
Q3 | $41K | Buy |
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|
2024
Q2 | $68K | Buy |
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|
2024
Q1 | $62K | Hold |
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|
2023
Q4 | $58K | Hold |
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|
2023
Q3 | $61K | Hold |
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|
2023
Q2 | $49K | Hold |
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|
2023
Q1 | $45K | Hold |
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|
2022
Q4 | $65K | Buy |
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|
2022
Q3 | $91K | Hold |
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|
2022
Q2 | $57K | Hold |
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|
2022
Q1 | $90K | Hold |
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|
2021
Q4 | $159K | Buy |
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|
2021
Q2 | $279K | Hold |
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|
2021
Q1 | $279K | Hold |
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|
2020
Q4 | $279K | Hold |
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|
2020
Q3 | $279K | Hold |
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|
2020
Q2 | $279K | Hold |
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|
2020
Q1 | $279K | Hold |
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|
2019
Q4 | $279K | Hold |
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|
2019
Q3 | $279K | Hold |
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|
2019
Q2 | $279K | Hold |
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|
2019
Q1 | $279K | Buy |
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|
2018
Q4 | $237K | Hold |
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|
2018
Q3 | $625K | Buy |
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|
2018
Q2 | $504K | Sell |
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|
2018
Q1 | $554K | Buy |
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|
2017
Q4 | $416K | Hold |
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|
2017
Q3 | $687K | Hold |
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|
2017
Q2 | $871K | Buy |
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|
2017
Q1 | $705K | Buy |
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|
2016
Q4 | $9K | Buy |
|