Carson Wealth (CWM LLC)’s Surmodics SRDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19K | Buy |
633
+282
| +80% | +$8.46K | ﹤0.01% | 3954 |
|
|
2025
Q1 | $11K | Sell |
351
-149
| -30% | -$4.67K | ﹤0.01% | 4071 |
|
|
2024
Q4 | $20K | Sell |
500
-4
| -0.8% | -$160 | ﹤0.01% | 3446 |
|
|
2024
Q3 | $20K | Sell |
504
-1
| -0.2% | -$40 | ﹤0.01% | 3365 |
|
|
2024
Q2 | $21K | Buy |
505
+2
| +0.4% | +$83 | ﹤0.01% | 3090 |
|
|
2024
Q1 | $15K | Buy |
503
+116
| +30% | +$3.46K | ﹤0.01% | 3104 |
|
|
2023
Q4 | $14K | Buy |
387
+31
| +9% | +$1.12K | ﹤0.01% | 3002 |
|
|
2023
Q3 | $11K | Hold |
356
| – | – | ﹤0.01% | 3096 |
|
|
2023
Q2 | $11K | Sell |
356
-11
| -3% | -$340 | ﹤0.01% | 3032 |
|
|
2023
Q1 | $8K | Buy |
367
+329
| +866% | +$7.17K | ﹤0.01% | 3101 |
|
|
2022
Q4 | $1K | Buy |
38
+14
| +58% | +$368 | ﹤0.01% | 3835 |
|
|
2022
Q3 | $1K | Sell |
24
-11
| -31% | -$458 | ﹤0.01% | 3753 |
|
|
2022
Q2 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 3623 |
|
|
2022
Q1 | – | Sell |
-55
| Closed | -$3K | – | 3831 |
|
|
2021
Q4 | $3K | Buy |
+55
| New | +$3K | ﹤0.01% | 3024 |
|