Carson Wealth (CWM LLC)’s HilleVax HLVX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HLVX Stock Details HLVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-3,102	Closed	-$6K	–	5389
2025 Q2	$6K	Sell	3,102 -708	-19%	-$1.29K	﹤0.01%	4538
2025 Q1	$6K	Sell	3,810 -5,497	-59%	-$10.2K	﹤0.01%	4365
2024 Q4	$19K	Buy	9,307 +8,978	+2,729%	+$16.9K	﹤0.01%	3473
2024 Q3	$1K	Buy	329 +315	+2,250%	+$808	﹤0.01%	4596
2024 Q2	$0	Buy	14 +11	+367%	+$151	﹤0.01%	4725
2024 Q1	$0	Buy	+3	New	+$48	﹤0.01%	4492

Carson Wealth (CWM LLC)'s HLVX Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of HilleVax (HLVX) in Q3 2025, closing a stake of 3,102 shares — an estimated $6K sold.

Carson Wealth (CWM LLC) first reported a position in HLVX in Q1 2024 and held it in 6 quarters. The position peaked at $19K in Q4 2024. 1 fund tracked by Wall St. Rank holds HLVX as of Q3 2025.

Carson Wealth (CWM LLC) reported no remaining HilleVax position as of Q3 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 3,102 HilleVax shares in Q3 2025, an estimated $6K.
Carson Wealth (CWM LLC) first reported a position in HilleVax in Q1 2024 and held it in 6 quarters.
Carson Wealth (CWM LLC)'s HilleVax position peaked at $19K in Q4 2024.
1 fund tracked by Wall St. Rank held HilleVax as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.