Carson Wealth (CWM LLC)’s Sage Therapeutics SAGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-47,174
| Closed | -$430K | – | 5502 |
|
|
2025
Q2 | $430K | Sell |
47,174
-14,242
| -23% | -$105K | ﹤0.01% | 1659 |
|
|
2025
Q1 | $488K | Buy |
61,416
+58,410
| +1,943% | +$428K | ﹤0.01% | 1451 |
|
|
2024
Q4 | $16K | Sell |
3,006
-3,054
| -50% | -$18.7K | ﹤0.01% | 3603 |
|
|
2024
Q3 | $44K | Buy |
6,060
+5,211
| +614% | +$47.7K | ﹤0.01% | 2790 |
|
|
2024
Q2 | $9K | Buy |
849
+433
| +104% | +$5.55K | ﹤0.01% | 3626 |
|
|
2024
Q1 | $8K | Sell |
416
-3
| -0.7% | -$69 | ﹤0.01% | 3470 |
|
|
2023
Q4 | $9K | Sell |
419
-786
| -65% | -$15.6K | ﹤0.01% | 3251 |
|
|
2023
Q3 | $25K | Buy |
1,205
+883
| +274% | +$25.5K | ﹤0.01% | 2539 |
|
|
2023
Q2 | $15K | Buy |
322
+131
| +69% | +$6.52K | ﹤0.01% | 2833 |
|
|
2023
Q1 | $8K | Buy |
191
+161
| +537% | +$6.92K | ﹤0.01% | 3097 |
|
|
2022
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 3836 |
|
|
2022
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 3750 |
|
|
2022
Q2 | $1K | Sell |
30
-33
| -52% | -$1.11K | ﹤0.01% | 3627 |
|
|
2022
Q1 | $2K | Buy |
63
+49
| +350% | +$1.84K | ﹤0.01% | 3218 |
|
|
2021
Q4 | $1K | Buy |
+14
| New | +$586 | ﹤0.01% | 3368 |
|
|
2021
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 2846 |
|
|
2021
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 2845 |
|
|
2020
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 2845 |
|
|
2020
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 2843 |
|
|
2020
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 2843 |
|
|
2020
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 2841 |
|
|
2019
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 2841 |
|
|
2019
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 2841 |
|
|
2019
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 2841 |
|
|
2019
Q1 | $1K | Buy |
14
+8
| +133% | +$1.16K | ﹤0.01% | 2839 |
|
|
2018
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 1978 |
|
|
2018
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 1737 |
|
|
2018
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 1583 |
|
|
2018
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 1320 |
|
|
2017
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 1391 |
|
|
2017
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 1550 |
|
|
2017
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 1293 |
|
|
2017
Q1 | $0 | Buy |
+6
| New | +$351 | ﹤0.01% | 1300 |
|
Other funds holding SAGE
IA
HNB