Carson Wealth (CWM LLC)’s Cullinan Oncology CGEM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$8K Buy
1,120
+1,047
+1,434% +$7.48K ﹤0.01% 4382
2025
Q1
$1K Buy
73
+26
+55% +$356 ﹤0.01% 4867
2024
Q4
$1K Sell
47
-5
-10% -$106 ﹤0.01% 4671
2024
Q3
$1K Sell
52
-7
-12% -$135 ﹤0.01% 4531
2024
Q2
$1K Buy
59
+26
+79% +$441 ﹤0.01% 4331
2024
Q1
$1K Buy
33
+4
+14% +$121 ﹤0.01% 4094
2023
Q4
$0 Sell
29
-200
-87% ﹤0.01% 4161
2023
Q3
$2K Buy
+229
New +$2K ﹤0.01% 3762
2023
Q2
Sell
-23
Closed 4182
2023
Q1
$0 Hold
23
﹤0.01% 4064
2022
Q4
$0 Sell
23
-21
-48% ﹤0.01% 3974
2022
Q3
$1K Buy
44
+24
+120% +$545 ﹤0.01% 3601
2022
Q2
$0 Buy
+20
New ﹤0.01% 3792