Atwood & Palmer’s CARGO Therapeutics CRGX Stock Holding History

Atwood & Palmer’s Portfolio CRGX Stock Details CRGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-350	Closed	-$1.44K	–	498
2025 Q2	$1.44K	Hold	350	–	–	﹤0.01%	477
2025 Q1	$1.43K	Hold	350	–	–	﹤0.01%	402
2024 Q4	$5.05K	Hold	350	–	–	﹤0.01%	376
2024 Q3	$6.46K	Hold	350	–	–	﹤0.01%	363
2024 Q2	$5.75K	Hold	350	–	–	﹤0.01%	358
2024 Q1	$7.81K	Hold	350	–	–	﹤0.01%	323
2023 Q4	$8.1K	Buy	+350	New	+$5.93K	﹤0.01%	325

Other funds holding CRGX

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Atwood & Palmer's CRGX Position: Q3 2025 in Review

Atwood & Palmer sold out of CARGO Therapeutics (CRGX) in Q3 2025, closing a stake of 350 shares — an estimated $1.44K sold.

Atwood & Palmer first reported a position in CRGX in Q4 2023 and held it in 7 quarters. The position peaked at $8.1K in Q4 2023. 1 fund tracked by Wall St. Rank holds CRGX as of Q3 2025.

Atwood & Palmer reported no remaining CARGO Therapeutics position as of Q3 2025 after selling out during the quarter.
Atwood & Palmer sold 350 CARGO Therapeutics shares in Q3 2025, an estimated $1.44K.
Atwood & Palmer first reported a position in CARGO Therapeutics in Q4 2023 and held it in 7 quarters.
Atwood & Palmer's CARGO Therapeutics position peaked at $8.1K in Q4 2023.
1 fund tracked by Wall St. Rank held CARGO Therapeutics as of Q3 2025.

Based on Atwood & Palmer's 13F filing for Q3 2025, filed 15 Oct 2025.