Carson Wealth (CWM LLC)’s Ardelyx ARDX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$315K Buy
80,258
+481
+0.6% +$1.89K ﹤0.01% 1829
2025
Q1
$392K Buy
79,777
+78,063
+4,554% +$384K ﹤0.01% 1554
2024
Q4
$9K Sell
1,714
-11,100
-87% -$58.3K ﹤0.01% 3901
2024
Q3
$88K Buy
12,814
+9,821
+328% +$67.4K ﹤0.01% 2277
2024
Q2
$22K Buy
2,993
+2,983
+29,830% +$21.9K ﹤0.01% 3040
2024
Q1
$0 Buy
+10
New ﹤0.01% 4291
2023
Q4
Sell
-126
Closed -$1K 4107
2023
Q3
$1K Hold
126
﹤0.01% 3913
2023
Q2
$0 Buy
+126
New ﹤0.01% 4145
2022
Q3
Sell
-400
Closed 3870
2022
Q2
$0 Buy
+400
New ﹤0.01% 3743