Carson Wealth (CWM LLC)’s Sage Therapeutics SAGE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$430K Sell
47,174
-14,242
-23% -$130K ﹤0.01% 1657
2025
Q1
$488K Buy
61,416
+58,410
+1,943% +$464K ﹤0.01% 1449
2024
Q4
$16K Sell
3,006
-3,054
-50% -$16.3K ﹤0.01% 3601
2024
Q3
$44K Buy
6,060
+5,211
+614% +$37.8K ﹤0.01% 2788
2024
Q2
$9K Buy
849
+433
+104% +$4.59K ﹤0.01% 3624
2024
Q1
$8K Sell
416
-3
-0.7% -$58 ﹤0.01% 3468
2023
Q4
$9K Sell
419
-786
-65% -$16.9K ﹤0.01% 3248
2023
Q3
$25K Buy
1,205
+883
+274% +$18.3K ﹤0.01% 2538
2023
Q2
$15K Buy
322
+131
+69% +$6.1K ﹤0.01% 2830
2023
Q1
$8K Buy
191
+161
+537% +$6.74K ﹤0.01% 3095
2022
Q4
$1K Hold
30
﹤0.01% 3823
2022
Q3
$1K Hold
30
﹤0.01% 3737
2022
Q2
$1K Sell
30
-33
-52% -$1.1K ﹤0.01% 3609
2022
Q1
$2K Buy
63
+49
+350% +$1.56K ﹤0.01% 3202
2021
Q4
$1K Buy
+14
New +$1K ﹤0.01% 3346
2021
Q2
$1K Hold
14
﹤0.01% 2809
2021
Q1
$1K Hold
14
﹤0.01% 2809
2020
Q4
$1K Hold
14
﹤0.01% 2809
2020
Q3
$1K Hold
14
﹤0.01% 2809
2020
Q2
$1K Hold
14
﹤0.01% 2809
2020
Q1
$1K Hold
14
﹤0.01% 2809
2019
Q4
$1K Hold
14
﹤0.01% 2809
2019
Q3
$1K Hold
14
﹤0.01% 2809
2019
Q2
$1K Hold
14
﹤0.01% 2809
2019
Q1
$1K Buy
14
+8
+133% +$571 ﹤0.01% 2809
2018
Q4
$1K Hold
6
﹤0.01% 1972
2018
Q3
$1K Hold
6
﹤0.01% 1733
2018
Q2
$1K Hold
6
﹤0.01% 1579
2018
Q1
$1K Hold
6
﹤0.01% 1319
2017
Q4
$1K Hold
6
﹤0.01% 1390
2017
Q3
$0 Hold
6
﹤0.01% 1549
2017
Q2
$0 Hold
6
﹤0.01% 1292
2017
Q1
$0 Buy
+6
New ﹤0.01% 1299