Carson Wealth (CWM LLC)’s Twist Bioscience TWST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $99K | Sell |
2,683
-13,589
| -84% | -$501K | ﹤0.01% | 2734 |
|
|
2025
Q1 | $639K | Buy |
16,272
+10,048
| +161% | +$395K | ﹤0.01% | 1355 |
|
|
2024
Q4 | $289K | Buy |
6,224
+330
| +6% | +$15.3K | ﹤0.01% | 1616 |
|
|
2024
Q3 | $266K | Buy |
5,894
+3,457
| +142% | +$156K | ﹤0.01% | 1612 |
|
|
2024
Q2 | $120K | Buy |
2,437
+524
| +27% | +$25.8K | ﹤0.01% | 1858 |
|
|
2024
Q1 | $66K | Buy |
1,913
+6
| +0.3% | +$207 | ﹤0.01% | 2126 |
|
|
2023
Q4 | $70K | Sell |
1,907
-9
| -0.5% | -$330 | ﹤0.01% | 1976 |
|
|
2023
Q3 | $39K | Buy |
1,916
+51
| +3% | +$1.04K | ﹤0.01% | 2230 |
|
|
2023
Q2 | $38K | Buy |
1,865
+432
| +30% | +$8.8K | ﹤0.01% | 2189 |
|
|
2023
Q1 | $22K | Buy |
1,433
+329
| +30% | +$5.05K | ﹤0.01% | 2447 |
|
|
2022
Q4 | $26K | Sell |
1,104
-171
| -13% | -$4.03K | ﹤0.01% | 2183 |
|
|
2022
Q3 | $45K | Buy |
1,275
+49
| +4% | +$1.73K | ﹤0.01% | 1705 |
|
|
2022
Q2 | $43K | Buy |
1,226
+995
| +431% | +$34.9K | ﹤0.01% | 1692 |
|
|
2022
Q1 | $11K | Buy |
231
+202
| +697% | +$9.62K | ﹤0.01% | 2441 |
|
|
2021
Q4 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 3176 |
|
|
2021
Q2 | $12K | Hold |
90
| – | – | ﹤0.01% | 2028 |
|
|
2021
Q1 | $12K | Hold |
90
| – | – | ﹤0.01% | 2028 |
|
|
2020
Q4 | $12K | Hold |
90
| – | – | ﹤0.01% | 2028 |
|
|
2020
Q3 | $12K | Hold |
90
| – | – | ﹤0.01% | 2028 |
|
|
2020
Q2 | $12K | Hold |
90
| – | – | ﹤0.01% | 2028 |
|
|
2020
Q1 | $12K | Hold |
90
| – | – | ﹤0.01% | 2028 |
|
|
2019
Q4 | $12K | Hold |
90
| – | – | ﹤0.01% | 2028 |
|
|
2019
Q3 | $12K | Hold |
90
| – | – | ﹤0.01% | 2028 |
|
|
2019
Q2 | $12K | Hold |
90
| – | – | ﹤0.01% | 2028 |
|
|
2019
Q1 | $12K | Buy |
+90
| New | +$12K | ﹤0.01% | 2028 |
|