Carson Wealth (CWM LLC)’s Bio-Techne TECH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $586K | Sell |
11,391
-536
| -4% | -$27.6K | ﹤0.01% | 1517 |
|
|
2025
Q1 | $699K | Sell |
11,927
-786
| -6% | -$46.1K | ﹤0.01% | 1320 |
|
|
2024
Q4 | $916K | Buy |
12,713
+8,731
| +219% | +$629K | ﹤0.01% | 1129 |
|
|
2024
Q3 | $318K | Sell |
3,982
-123
| -3% | -$9.82K | ﹤0.01% | 1510 |
|
|
2024
Q2 | $294K | Buy |
4,105
+319
| +8% | +$22.8K | ﹤0.01% | 1405 |
|
|
2024
Q1 | $266K | Buy |
3,786
+305
| +9% | +$21.4K | ﹤0.01% | 1385 |
|
|
2023
Q4 | $269K | Buy |
3,481
+971
| +39% | +$75K | ﹤0.01% | 1291 |
|
|
2023
Q3 | $171K | Sell |
2,510
-635
| -20% | -$43.3K | ﹤0.01% | 1370 |
|
|
2023
Q2 | $257K | Buy |
3,145
+780
| +33% | +$63.7K | ﹤0.01% | 1166 |
|
|
2023
Q1 | $175K | Buy |
2,365
+321
| +16% | +$23.8K | ﹤0.01% | 1251 |
|
|
2022
Q4 | $169K | Buy |
2,044
+712
| +53% | +$58.9K | ﹤0.01% | 1157 |
|
|
2022
Q3 | $95K | Sell |
1,332
-576
| -30% | -$41.1K | ﹤0.01% | 1356 |
|
|
2022
Q2 | $165K | Sell |
1,908
-36
| -2% | -$3.11K | ﹤0.01% | 1118 |
|
|
2022
Q1 | $210K | Buy |
1,944
+1,156
| +147% | +$125K | ﹤0.01% | 1017 |
|
|
2021
Q4 | $102K | Buy |
+788
| New | +$102K | ﹤0.01% | 1284 |
|
|
2021
Q2 | $4K | Hold |
36
| – | – | ﹤0.01% | 2450 |
|
|
2021
Q1 | $4K | Hold |
36
| – | – | ﹤0.01% | 2450 |
|
|
2020
Q4 | $4K | Hold |
36
| – | – | ﹤0.01% | 2450 |
|
|
2020
Q3 | $4K | Hold |
36
| – | – | ﹤0.01% | 2450 |
|
|
2020
Q2 | $4K | Hold |
36
| – | – | ﹤0.01% | 2450 |
|
|
2020
Q1 | $4K | Hold |
36
| – | – | ﹤0.01% | 2450 |
|
|
2019
Q4 | $4K | Hold |
36
| – | – | ﹤0.01% | 2450 |
|
|
2019
Q3 | $4K | Hold |
36
| – | – | ﹤0.01% | 2450 |
|
|
2019
Q2 | $4K | Hold |
36
| – | – | ﹤0.01% | 2450 |
|
|
2019
Q1 | $4K | Hold |
36
| – | – | ﹤0.01% | 2450 |
|
|
2018
Q4 | $1K | Buy |
36
+12
| +50% | +$333 | ﹤0.01% | 1988 |
|
|
2018
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 1748 |
|
|
2018
Q2 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 1596 |
|
|
2016
Q2 | – | Sell |
-128
| Closed | -$3K | – | 855 |
|
|
2016
Q1 | $3K | Sell |
128
-328
| -72% | -$7.69K | ﹤0.01% | 656 |
|
|
2015
Q4 | $10K | Sell |
456
-404
| -47% | -$8.86K | ﹤0.01% | 471 |
|
|
2015
Q3 | $20K | Buy |
+860
| New | +$20K | ﹤0.01% | 369 |
|
|
2015
Q2 | – | Sell |
-256,352
| Closed | -$6.43M | – | 196 |
|
|
2015
Q1 | $6.43M | Buy |
256,352
+82,468
| +47% | +$2.07M | 0.65% | 57 |
|
|
2014
Q4 | $4.02M | Buy |
+173,884
| New | +$4.02M | 0.49% | 74 |
|