Carson Wealth (CWM LLC)’s Fate Therapeutics FATE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55K | Buy |
49,438
+8,003
| +19% | +$8.9K | ﹤0.01% | 3199 |
|
|
2025
Q1 | $33K | Buy |
41,435
+37,290
| +900% | +$29.7K | ﹤0.01% | 3309 |
|
|
2024
Q4 | $7K | Buy |
4,145
+3,277
| +378% | +$5.53K | ﹤0.01% | 4040 |
|
|
2024
Q3 | $3K | Buy |
868
+238
| +38% | +$823 | ﹤0.01% | 4269 |
|
|
2024
Q2 | $2K | Buy |
630
+80
| +15% | +$254 | ﹤0.01% | 4197 |
|
|
2024
Q1 | $4K | Buy |
550
+6
| +1% | +$44 | ﹤0.01% | 3752 |
|
|
2023
Q4 | $2K | Sell |
544
-2,310
| -81% | -$8.49K | ﹤0.01% | 3797 |
|
|
2023
Q3 | $6K | Buy |
2,854
+1,156
| +68% | +$2.43K | ﹤0.01% | 3357 |
|
|
2023
Q2 | $8K | Buy |
1,698
+774
| +84% | +$3.65K | ﹤0.01% | 3193 |
|
|
2023
Q1 | $5K | Sell |
924
-1,055
| -53% | -$5.71K | ﹤0.01% | 3278 |
|
|
2022
Q4 | $20K | Buy |
1,979
+1,071
| +118% | +$10.8K | ﹤0.01% | 2359 |
|
|
2022
Q3 | $20K | Buy |
908
+54
| +6% | +$1.19K | ﹤0.01% | 2211 |
|
|
2022
Q2 | $21K | Buy |
854
+838
| +5,238% | +$20.6K | ﹤0.01% | 2071 |
|
|
2022
Q1 | $1K | Buy |
16
+12
| +300% | +$750 | ﹤0.01% | 3320 |
|
|
2021
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 3514 |
|