Carson Wealth (CWM LLC)’s Xoma XOMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3K | Buy |
120
+95
| +380% | +$2.38K | ﹤0.01% | 4821 |
|
|
2025
Q1 | $0 | Hold |
25
| – | – | ﹤0.01% | 5226 |
|
|
2024
Q4 | $1K | Sell |
25
-592
| -96% | -$23.7K | ﹤0.01% | 4835 |
|
|
2024
Q3 | $16K | Buy |
617
+17
| +3% | +$441 | ﹤0.01% | 3524 |
|
|
2024
Q2 | $14K | Buy |
600
+13
| +2% | +$303 | ﹤0.01% | 3359 |
|
|
2024
Q1 | $14K | Buy |
587
+2
| +0.3% | +$48 | ﹤0.01% | 3152 |
|
|
2023
Q4 | $11K | Sell |
585
-62
| -10% | -$1.17K | ﹤0.01% | 3151 |
|
|
2023
Q3 | $9K | Buy |
647
+50
| +8% | +$696 | ﹤0.01% | 3213 |
|
|
2023
Q2 | $11K | Buy |
597
+12
| +2% | +$221 | ﹤0.01% | 3040 |
|
|
2023
Q1 | $12K | Hold |
585
| – | – | ﹤0.01% | 2867 |
|
|
2022
Q4 | $11K | Hold |
585
| – | – | ﹤0.01% | 2767 |
|
|
2022
Q3 | $10K | Hold |
585
| – | – | ﹤0.01% | 2706 |
|
|
2022
Q2 | $13K | Hold |
585
| – | – | ﹤0.01% | 2437 |
|
|
2022
Q1 | $16K | Hold |
585
| – | – | ﹤0.01% | 2229 |
|
|
2021
Q4 | $12K | Buy |
+585
| New | +$12K | ﹤0.01% | 2264 |
|
|
2021
Q2 | $20K | Hold |
585
| – | – | ﹤0.01% | 1802 |
|
|
2021
Q1 | $20K | Hold |
585
| – | – | ﹤0.01% | 1802 |
|
|
2020
Q4 | $20K | Hold |
585
| – | – | ﹤0.01% | 1802 |
|
|
2020
Q3 | $20K | Hold |
585
| – | – | ﹤0.01% | 1802 |
|
|
2020
Q2 | $20K | Hold |
585
| – | – | ﹤0.01% | 1802 |
|
|
2020
Q1 | $20K | Hold |
585
| – | – | ﹤0.01% | 1802 |
|
|
2019
Q4 | $20K | Hold |
585
| – | – | ﹤0.01% | 1802 |
|
|
2019
Q3 | $20K | Hold |
585
| – | – | ﹤0.01% | 1802 |
|
|
2019
Q2 | $20K | Hold |
585
| – | – | ﹤0.01% | 1802 |
|
|
2019
Q1 | $20K | Buy |
+585
| New | +$20K | ﹤0.01% | 1802 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 1196 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 1072 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 868 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 818 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 759 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 657 |
|