Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Protagonist Therapeutics PTGX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PTGX Stock Details PTGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$37K Sell
2025
Q2 		$34K Buy
2025
Q1 		$10K Sell
2024
Q4 		$15K Sell
2024
Q3 		$57K Buy
2024
Q2 		$4K Sell
2024
Q1 		$5K Buy
2023
Q4 		– Sell
2023
Q3 		$0 Hold
2023
Q2 		$0 Buy