Carson Wealth (CWM LLC)’s Biohaven BHVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $113K | Sell |
8,032
-5,647
| -41% | -$79.4K | ﹤0.01% | 2601 |
|
|
2025
Q1 | $329K | Buy |
13,679
+6,400
| +88% | +$154K | ﹤0.01% | 1620 |
|
|
2024
Q4 | $272K | Buy |
7,279
+6,317
| +657% | +$236K | ﹤0.01% | 1650 |
|
|
2024
Q3 | $48K | Sell |
962
-13,590
| -93% | -$678K | ﹤0.01% | 2715 |
|
|
2024
Q2 | $505K | Buy |
14,552
+13,822
| +1,893% | +$480K | ﹤0.01% | 1194 |
|
|
2024
Q1 | $40K | Buy |
730
+401
| +122% | +$22K | ﹤0.01% | 2440 |
|
|
2023
Q4 | $14K | Hold |
329
| – | – | ﹤0.01% | 2968 |
|
|
2023
Q3 | $9K | Hold |
329
| – | – | ﹤0.01% | 3170 |
|
|
2023
Q2 | $8K | Buy |
329
+251
| +322% | +$6.1K | ﹤0.01% | 3181 |
|
|
2023
Q1 | $1K | Sell |
78
-1
| -1% | -$13 | ﹤0.01% | 3766 |
|
|
2022
Q4 | $1K | Buy |
+79
| New | +$1K | ﹤0.01% | 3690 |
|