Carson Wealth (CWM LLC)’s STAAR Surgical STAA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26K | Buy |
1,563
+665
| +74% | +$11.1K | ﹤0.01% | 3754 |
|
|
2025
Q1 | $16K | Buy |
898
+431
| +92% | +$7.68K | ﹤0.01% | 3843 |
|
|
2024
Q4 | $11K | Sell |
467
-420
| -47% | -$9.89K | ﹤0.01% | 3828 |
|
|
2024
Q3 | $33K | Buy |
887
+551
| +164% | +$20.5K | ﹤0.01% | 3031 |
|
|
2024
Q2 | $16K | Buy |
336
+55
| +20% | +$2.62K | ﹤0.01% | 3274 |
|
|
2024
Q1 | $11K | Buy |
281
+53
| +23% | +$2.08K | ﹤0.01% | 3296 |
|
|
2023
Q4 | $7K | Sell |
228
-276
| -55% | -$8.47K | ﹤0.01% | 3371 |
|
|
2023
Q3 | $20K | Buy |
504
+359
| +248% | +$14.2K | ﹤0.01% | 2694 |
|
|
2023
Q2 | $8K | Sell |
145
-66
| -31% | -$3.64K | ﹤0.01% | 3232 |
|
|
2023
Q1 | $13K | Buy |
211
+89
| +73% | +$5.48K | ﹤0.01% | 2810 |
|
|
2022
Q4 | $6K | Buy |
122
+30
| +33% | +$1.48K | ﹤0.01% | 3111 |
|
|
2022
Q3 | $6K | Buy |
92
+68
| +283% | +$4.44K | ﹤0.01% | 3003 |
|
|
2022
Q2 | $2K | Hold |
24
| – | – | ﹤0.01% | 3401 |
|
|
2022
Q1 | $2K | Sell |
24
-20
| -45% | -$1.67K | ﹤0.01% | 3210 |
|
|
2021
Q4 | $4K | Buy |
+44
| New | +$4K | ﹤0.01% | 2877 |
|
|
2019
Q1 | – | Sell |
-16
| Closed | -$1K | – | 3223 |
|
|
2018
Q4 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 1983 |
|