Carson Wealth (CWM LLC)’s Monogram Orthopaedics MGRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-1,808
| Closed | -$11K | – | 5528 |
|
|
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 |
|