Carson Wealth (CWM LLC)’s PAVmed PAVM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4K | Buy |
6,412
+1,740
| +37% | +$1.09K | ﹤0.01% | 4697 |
|
|
2025
Q1 | $3K | Hold |
4,672
| – | – | ﹤0.01% | 4653 |
|
|
2024
Q4 | $3K | Hold |
4,672
| – | – | ﹤0.01% | 4438 |
|
|
2024
Q3 | $6K | Hold |
4,672
| – | – | ﹤0.01% | 4027 |
|
|
2024
Q2 | $4K | Hold |
4,672
| – | – | ﹤0.01% | 3985 |
|
|
2024
Q1 | $10K | Hold |
4,672
| – | – | ﹤0.01% | 3343 |
|
|
2023
Q4 | $19K | Buy |
4,672
+1
| +0% | +$4 | ﹤0.01% | 2804 |
|
|
2023
Q3 | $21K | Hold |
4,671
| – | – | ﹤0.01% | 2661 |
|
|
2023
Q2 | $29K | Buy |
4,671
+261
| +6% | +$1.62K | ﹤0.01% | 2396 |
|
|
2023
Q1 | $25K | Hold |
4,410
| – | – | ﹤0.01% | 2349 |
|
|
2022
Q4 | $32K | Hold |
4,410
| – | – | ﹤0.01% | 2041 |
|
|
2022
Q3 | $57K | Buy |
4,410
+257
| +6% | +$3.32K | ﹤0.01% | 1605 |
|
|
2022
Q2 | $58K | Sell |
4,153
-20
| -0.5% | -$279 | ﹤0.01% | 1561 |
|
|
2022
Q1 | $83K | Buy |
4,173
+11
| +0.3% | +$219 | ﹤0.01% | 1396 |
|
|
2021
Q4 | $154K | Buy |
+4,162
| New | +$154K | ﹤0.01% | 1128 |
|
|
2021
Q2 | $399K | Hold |
4,153
| – | – | ﹤0.01% | 714 |
|
|
2021
Q1 | $399K | Hold |
4,153
| – | – | ﹤0.01% | 714 |
|
|
2020
Q4 | $399K | Hold |
4,153
| – | – | ﹤0.01% | 714 |
|
|
2020
Q3 | $399K | Hold |
4,153
| – | – | ﹤0.01% | 714 |
|
|
2020
Q2 | $399K | Hold |
4,153
| – | – | ﹤0.01% | 714 |
|
|
2020
Q1 | $399K | Hold |
4,153
| – | – | ﹤0.01% | 714 |
|
|
2019
Q4 | $399K | Hold |
4,153
| – | – | ﹤0.01% | 714 |
|
|
2019
Q3 | $399K | Hold |
4,153
| – | – | ﹤0.01% | 714 |
|
|
2019
Q2 | $399K | Hold |
4,153
| – | – | ﹤0.01% | 714 |
|
|
2019
Q1 | $399K | Buy |
+4,153
| New | +$399K | ﹤0.01% | 714 |
|