Carson Wealth (CWM LLC)’s Repligen RGEN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$25K Sell
201
-187
-48% -$23.3K ﹤0.01% 3774
2025
Q1
$49K Buy
388
+5
+1% +$631 ﹤0.01% 3015
2024
Q4
$55K Sell
383
-45
-11% -$6.46K ﹤0.01% 2733
2024
Q3
$64K Buy
428
+114
+36% +$17K ﹤0.01% 2509
2024
Q2
$40K Sell
314
-47
-13% -$5.99K ﹤0.01% 2620
2024
Q1
$66K Buy
361
+60
+20% +$11K ﹤0.01% 2122
2023
Q4
$54K Sell
301
-91
-23% -$16.3K ﹤0.01% 2128
2023
Q3
$62K Buy
392
+8
+2% +$1.27K ﹤0.01% 1938
2023
Q2
$54K Buy
384
+62
+19% +$8.72K ﹤0.01% 1925
2023
Q1
$54K Sell
322
-55
-15% -$9.22K ﹤0.01% 1826
2022
Q4
$64K Hold
377
﹤0.01% 1600
2022
Q3
$71K Buy
377
+233
+162% +$43.9K ﹤0.01% 1494
2022
Q2
$23K Buy
144
+55
+62% +$8.79K ﹤0.01% 2034
2022
Q1
$17K Buy
89
+63
+242% +$12K ﹤0.01% 2186
2021
Q4
$7K Buy
+26
New +$7K ﹤0.01% 2560
2021
Q2
$3K Hold
15
﹤0.01% 2528
2021
Q1
$3K Hold
15
﹤0.01% 2528
2020
Q4
$3K Hold
15
﹤0.01% 2528
2020
Q3
$3K Hold
15
﹤0.01% 2528
2020
Q2
$3K Hold
15
﹤0.01% 2528
2020
Q1
$3K Hold
15
﹤0.01% 2528
2019
Q4
$3K Hold
15
﹤0.01% 2528
2019
Q3
$3K Hold
15
﹤0.01% 2528
2019
Q2
$3K Hold
15
﹤0.01% 2528
2019
Q1
$3K Buy
+15
New +$3K ﹤0.01% 2528