Carson Wealth (CWM LLC)’s bluebird bio BLUE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,722
| Closed | -$8K | – | 5122 |
|
|
2025
Q1 | $8K | Buy |
1,722
+1,273
| +284% | +$7.66K | ﹤0.01% | 4198 |
|
|
2024
Q4 | $4K | Buy |
449
+350
| +354% | +$3.06K | ﹤0.01% | 4276 |
|
|
2024
Q3 | $1K | Sell |
99
-347
| -78% | -$5.77K | ﹤0.01% | 4525 |
|
|
2024
Q2 | $9K | Buy |
446
+430
| +2,688% | +$8.61K | ﹤0.01% | 3589 |
|
|
2024
Q1 | $0 | Buy |
16
+1
| +7% | +$26 | ﹤0.01% | 4329 |
|
|
2023
Q4 | $0 | Buy |
+15
| New | +$915 | ﹤0.01% | 4144 |
|
|
2023
Q2 | – | Sell |
-5
| Closed | – | – | 4182 |
|
|
2023
Q1 | $0 | Sell |
5
-38
| -88% | -$4.34K | ﹤0.01% | 4055 |
|
|
2022
Q4 | $6K | Buy |
43
+3
| +8% | +$423 | ﹤0.01% | 3055 |
|
|
2022
Q3 | $5K | Sell |
40
-1
| -2% | -$113 | ﹤0.01% | 3042 |
|
|
2022
Q2 | $3K | Buy |
41
+15
| +58% | +$1.16K | ﹤0.01% | 3165 |
|
|
2022
Q1 | $3K | Buy |
26
+24
| +1,200% | +$3.17K | ﹤0.01% | 3006 |
|
|
2021
Q4 | $0 | Buy |
+2
| New | +$472 | ﹤0.01% | 3496 |
|
|
2021
Q2 | $9K | Hold |
21
| – | – | ﹤0.01% | 2138 |
|
|
2021
Q1 | $9K | Hold |
21
| – | – | ﹤0.01% | 2138 |
|
|
2020
Q4 | $9K | Hold |
21
| – | – | ﹤0.01% | 2138 |
|
|
2020
Q3 | $9K | Hold |
21
| – | – | ﹤0.01% | 2138 |
|
|
2020
Q2 | $9K | Hold |
21
| – | – | ﹤0.01% | 2138 |
|
|
2020
Q1 | $9K | Hold |
21
| – | – | ﹤0.01% | 2138 |
|
|
2019
Q4 | $9K | Hold |
21
| – | – | ﹤0.01% | 2138 |
|
|
2019
Q3 | $9K | Hold |
21
| – | – | ﹤0.01% | 2138 |
|
|
2019
Q2 | $9K | Hold |
21
| – | – | ﹤0.01% | 2138 |
|
|
2019
Q1 | $9K | Buy |
21
+19
| +950% | +$33.5K | ﹤0.01% | 2138 |
|
|
2018
Q4 | $3K | Hold |
2
| – | – | ﹤0.01% | 1644 |
|
|
2018
Q3 | $5K | Hold |
2
| – | – | ﹤0.01% | 1331 |
|
|
2018
Q2 | $5K | Hold |
2
| – | – | ﹤0.01% | 1185 |
|
|
2018
Q1 | $5K | Hold |
2
| – | – | ﹤0.01% | 1004 |
|
|
2017
Q4 | $6K | Hold |
2
| – | – | ﹤0.01% | 1018 |
|
|
2017
Q3 | $4K | Buy |
+2
| New | +$2.79K | ﹤0.01% | 1122 |
|
|
2017
Q1 | – | Sell |
-4
| Closed | -$3K | – | 1179 |
|
|
2016
Q4 | $3K | Buy |
+4
| New | +$3.18K | ﹤0.01% | 909 |
|
Other funds holding BLUE
Carson Wealth (CWM LLC)'s BLUE Position: Q2 2025 in Review
Carson Wealth (CWM LLC) sold out of bluebird bio (BLUE) in Q2 2025, closing a stake of 1,722 shares — an estimated $8K sold.
Carson Wealth (CWM LLC) first reported a position in BLUE in Q4 2016 and held it in 29 quarters. The position peaked at $9K in Q2 2024. 3 funds tracked by Wall St. Rank hold BLUE as of Q2 2025.
- Carson Wealth (CWM LLC) reported no remaining bluebird bio position as of Q2 2025 after selling out during the quarter.
- Carson Wealth (CWM LLC) sold 1,722 bluebird bio shares in Q2 2025, an estimated $8K.
- Carson Wealth (CWM LLC) first reported a position in bluebird bio in Q4 2016 and held it in 29 quarters.
- Carson Wealth (CWM LLC)'s bluebird bio position peaked at $9K in Q2 2024.
- 3 funds tracked by Wall St. Rank held bluebird bio as of Q2 2025.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.