Carson Wealth (CWM LLC)’s Semler Scientific SMLR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$6K Sell
150
-16
-10% -$640 ﹤0.01% 4562
2025
Q1
$6K Buy
166
+7
+4% +$253 ﹤0.01% 4398
2024
Q4
$9K Buy
159
+5
+3% +$283 ﹤0.01% 3948
2024
Q3
$4K Sell
154
-743
-83% -$19.3K ﹤0.01% 4210
2024
Q2
$31K Buy
897
+744
+486% +$25.7K ﹤0.01% 2818
2024
Q1
$4K Buy
+153
New +$4K ﹤0.01% 3787
2022
Q4
Sell
-10
Closed 4216
2022
Q3
$0 Hold
10
﹤0.01% 4141
2022
Q2
$0 Buy
+10
New ﹤0.01% 4048