Carson Wealth (CWM LLC)’s Xperi XPER Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10K | Buy |
1,239
+273
| +28% | +$2.2K | ﹤0.01% | 4317 |
|
|
2025
Q1 | $7K | Buy |
966
+722
| +296% | +$5.23K | ﹤0.01% | 4319 |
|
|
2024
Q4 | $3K | Buy |
244
+27
| +12% | +$332 | ﹤0.01% | 4469 |
|
|
2024
Q3 | $2K | Buy |
217
+85
| +64% | +$783 | ﹤0.01% | 4479 |
|
|
2024
Q2 | $1K | Buy |
132
+52
| +65% | +$394 | ﹤0.01% | 4518 |
|
|
2024
Q1 | $1K | Buy |
+80
| New | +$1K | ﹤0.01% | 4240 |
|
|
2023
Q4 | – | Sell |
-331
| Closed | -$3K | – | 4555 |
|
|
2023
Q3 | $3K | Hold |
331
| – | – | ﹤0.01% | 3719 |
|
|
2023
Q2 | $4K | Buy |
331
+4
| +1% | +$48 | ﹤0.01% | 3571 |
|
|
2023
Q1 | $4K | Buy |
327
+304
| +1,322% | +$3.72K | ﹤0.01% | 3436 |
|
|
2022
Q4 | $0 | Buy |
+23
| New | – | ﹤0.01% | 4268 |
|