Carson Wealth (CWM LLC)’s Kodiak Sciences KOD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$11K Sell
2,935
-147
-5% -$551 ﹤0.01% 4240
2025
Q1
$9K Buy
3,082
+2,225
+260% +$6.5K ﹤0.01% 4160
2024
Q4
$9K Buy
857
+64
+8% +$672 ﹤0.01% 3931
2024
Q3
$2K Buy
793
+772
+3,676% +$1.95K ﹤0.01% 4409
2024
Q2
$0 Buy
21
+14
+200% ﹤0.01% 4755
2024
Q1
$0 Buy
+7
New ﹤0.01% 4525
2023
Q3
Sell
-100
Closed -$1K 4343
2023
Q2
$1K Buy
+100
New +$1K ﹤0.01% 3976
2022
Q1
Sell
-2
Closed 3680
2021
Q4
$0 Buy
+2
New ﹤0.01% 3550