Carson Wealth (CWM LLC)
MGRM

Carson Wealth (CWM LLC)’s Monogram Orthopaedics MGRM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MGRM Stock Details MGRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,808
Closed -$11K – 5527
2025
Q3 		$11K Buy
1,808
+134
+8% +$716 ﹤0.01% 4437
2025
Q2 		$5K Hold
1,674
– – ﹤0.01% 4627
2025
Q1 		$5K Hold
1,674
– – ﹤0.01% 4462
2024
Q4 		$4K Hold
1,674
– – ﹤0.01% 4329
2024
Q3 		$4K Hold
1,674
– – ﹤0.01% 4194
2024
Q2 		$4K Hold
1,674
– – ﹤0.01% 3977
2024
Q1 		$4K Hold
1,674
– – ﹤0.01% 3767
2023
Q4 		$6K Hold
1,674
– – ﹤0.01% 3443
2023
Q3 		$4K Hold
1,674
– – ﹤0.01% 3575
2023
Q2 		$7K Buy
+1,674
New +$8.66K ﹤0.01% 3287

Carson Wealth (CWM LLC)'s MGRM Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of Monogram Orthopaedics (MGRM) in Q4 2025, closing a stake of 1,808 shares — an estimated $11K sold.

Carson Wealth (CWM LLC) first reported a position in MGRM in Q2 2023 and held it in 10 quarters. The position peaked at $11K in Q3 2025. 0 funds tracked by Wall St. Rank hold MGRM as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining Monogram Orthopaedics position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,808 Monogram Orthopaedics shares in Q4 2025, an estimated $11K.
  • Carson Wealth (CWM LLC) first reported a position in Monogram Orthopaedics in Q2 2023 and held it in 10 quarters.
  • Carson Wealth (CWM LLC)'s Monogram Orthopaedics position peaked at $11K in Q3 2025.
  • 0 funds tracked by Wall St. Rank held Monogram Orthopaedics as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.