Carson Wealth (CWM LLC)’s MindMed MNMD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$29K Buy
4,459
+1,796
+67% +$11.7K ﹤0.01% 3673
2025
Q1
$16K Buy
2,663
+1,195
+81% +$7.18K ﹤0.01% 3830
2024
Q4
$10K Sell
1,468
-37
-2% -$252 ﹤0.01% 3878
2024
Q3
$9K Buy
1,505
+235
+19% +$1.41K ﹤0.01% 3839
2024
Q2
$9K Sell
1,270
-268
-17% -$1.9K ﹤0.01% 3610
2024
Q1
$14K Buy
1,538
+270
+21% +$2.46K ﹤0.01% 3137
2023
Q4
$5K Sell
1,268
-595
-32% -$2.35K ﹤0.01% 3521
2023
Q3
$6K Hold
1,863
﹤0.01% 3380
2023
Q2
$7K Hold
1,863
﹤0.01% 3284
2023
Q1
$6K Sell
1,863
-3
-0.2% -$10 ﹤0.01% 3216
2022
Q4
$4K Sell
1,866
-1,968
-51% -$4.22K ﹤0.01% 3305
2022
Q3
$14K Buy
3,834
+1,915
+100% +$6.99K ﹤0.01% 2472
2022
Q2
$18K Buy
+1,919
New +$18K ﹤0.01% 2190
2022
Q1
Sell
-1,309
Closed -$27K 3715
2021
Q4
$27K Buy
+1,309
New +$27K ﹤0.01% 1831
2021
Q2
$72K Hold
1,393
﹤0.01% 1252
2021
Q1
$72K Hold
1,393
﹤0.01% 1252
2020
Q4
$72K Hold
1,393
﹤0.01% 1252
2020
Q3
$72K Hold
1,393
﹤0.01% 1252
2020
Q2
$72K Hold
1,393
﹤0.01% 1252
2020
Q1
$72K Hold
1,393
﹤0.01% 1252
2019
Q4
$72K Hold
1,393
﹤0.01% 1252
2019
Q3
$72K Hold
1,393
﹤0.01% 1252
2019
Q2
$72K Hold
1,393
﹤0.01% 1252
2019
Q1
$72K Buy
+1,393
New +$72K ﹤0.01% 1252