Carson Wealth (CWM LLC)’s Artivion AORT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33K | Buy |
1,070
+92
| +9% | +$2.84K | ﹤0.01% | 3572 |
|
|
2025
Q1 | $24K | Sell |
978
-61
| -6% | -$1.5K | ﹤0.01% | 3522 |
|
|
2024
Q4 | $30K | Buy |
1,039
+80
| +8% | +$2.31K | ﹤0.01% | 3159 |
|
|
2024
Q3 | $26K | Buy |
959
+48
| +5% | +$1.3K | ﹤0.01% | 3192 |
|
|
2024
Q2 | $23K | Buy |
911
+117
| +15% | +$2.95K | ﹤0.01% | 3006 |
|
|
2024
Q1 | $17K | Buy |
794
+6
| +0.8% | +$128 | ﹤0.01% | 2992 |
|
|
2023
Q4 | $14K | Sell |
788
-194
| -20% | -$3.45K | ﹤0.01% | 2965 |
|
|
2023
Q3 | $15K | Hold |
982
| – | – | ﹤0.01% | 2859 |
|
|
2023
Q2 | $17K | Buy |
982
+156
| +19% | +$2.7K | ﹤0.01% | 2729 |
|
|
2023
Q1 | $11K | Sell |
826
-38
| -4% | -$506 | ﹤0.01% | 2871 |
|
|
2022
Q4 | $10K | Buy |
864
+44
| +5% | +$509 | ﹤0.01% | 2777 |
|
|
2022
Q3 | $11K | Buy |
+820
| New | +$11K | ﹤0.01% | 2602 |
|
|
2016
Q4 | – | Sell |
-3,987
| Closed | -$70K | – | 1098 |
|
|
2016
Q3 | $70K | Hold |
3,987
| – | – | ﹤0.01% | 376 |
|
|
2016
Q2 | $47K | Hold |
3,987
| – | – | ﹤0.01% | 377 |
|
|
2016
Q1 | $43K | Hold |
3,987
| – | – | ﹤0.01% | 359 |
|
|
2015
Q4 | $43K | Hold |
3,987
| – | – | ﹤0.01% | 331 |
|
|
2015
Q3 | $39K | Buy |
+3,987
| New | +$39K | ﹤0.01% | 303 |
|
|
2014
Q1 | – | Sell |
-7,975
| Closed | -$88K | – | 158 |
|
|
2013
Q4 | $88K | Hold |
7,975
| – | – | 0.01% | 198 |
|
|
2013
Q3 | $56K | Buy |
+7,975
| New | +$56K | 0.01% | 179 |
|