BWA
Blodgett Wealth Advisors’s Carisma Therapeutics CARM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.4K | Hold |
24,001
| – | – | 0.01% | 61 |
|
|
2025
Q1 | $7.44K | Hold |
24,001
| – | – | 0.01% | 61 |
|
|
2024
Q4 | $10.1K | Sell |
24,001
-1,000
| -4% | -$419 | 0.01% | 59 |
|
|
2024
Q3 | $24.5K | Sell |
25,001
-499
| -2% | -$490 | 0.02% | 59 |
|
|
2024
Q2 | $38.8K | Hold |
25,500
| – | – | 0.03% | 57 |
|
|
2024
Q1 | $57.9K | Hold |
25,500
| – | – | 0.05% | 62 |
|
|
2023
Q4 | $74.7K | Hold |
25,500
| – | – | 0.08% | 58 |
|
|
2023
Q3 | $108K | Sell |
25,500
-3,172
| -11% | -$13.4K | 0.12% | 57 |
|
|
2023
Q2 | $251K | Sell |
28,672
-988
| -3% | -$8.67K | 0.26% | 49 |
|
|
2023
Q1 | $91.9K | Sell |
29,660
-570,340
| -95% | -$1.77M | 0.11% | 61 |
|
|
2022
Q4 | $366K | Buy |
600,000
+272,100
| +83% | +$166K | 0.44% | 41 |
|
|
2022
Q3 | $139K | Hold |
327,900
| – | – | 0.17% | 59 |
|
|
2022
Q2 | $266K | Hold |
327,900
| – | – | 0.29% | 55 |
|
|
2022
Q1 | $198K | Hold |
327,900
| – | – | 0.16% | 80 |
|
|
2021
Q4 | $267K | Buy |
+327,900
| New | +$267K | 0.21% | 71 |
|