Carson Wealth (CWM LLC)’s Surmodics SRDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-1,047
| Closed | -$31K | – | 5626 |
|
|
2025
Q3 | $31K | Buy |
1,047
+414
| +65% | +$13.8K | ﹤0.01% | 3869 |
|
|
2025
Q2 | $19K | Buy |
633
+282
| +80% | +$8.13K | ﹤0.01% | 3957 |
|
|
2025
Q1 | $11K | Sell |
351
-149
| -30% | -$5.02K | ﹤0.01% | 4077 |
|
|
2024
Q4 | $20K | Sell |
500
-4
| -0.8% | -$156 | ﹤0.01% | 3448 |
|
|
2024
Q3 | $20K | Sell |
504
-1
| -0.2% | -$40 | ﹤0.01% | 3367 |
|
|
2024
Q2 | $21K | Buy |
505
+2
| +0.4% | +$68 | ﹤0.01% | 3092 |
|
|
2024
Q1 | $15K | Buy |
503
+116
| +30% | +$3.7K | ﹤0.01% | 3106 |
|
|
2023
Q4 | $14K | Buy |
387
+31
| +9% | +$1.02K | ﹤0.01% | 3005 |
|
|
2023
Q3 | $11K | Hold |
356
| – | – | ﹤0.01% | 3098 |
|
|
2023
Q2 | $11K | Sell |
356
-11
| -3% | -$251 | ﹤0.01% | 3035 |
|
|
2023
Q1 | $8K | Buy |
367
+329
| +866% | +$8.47K | ﹤0.01% | 3103 |
|
|
2022
Q4 | $1K | Buy |
38
+14
| +58% | +$469 | ﹤0.01% | 3849 |
|
|
2022
Q3 | $1K | Sell |
24
-11
| -31% | -$377 | ﹤0.01% | 3767 |
|
|
2022
Q2 | $1K | Buy |
+35
| New | +$1.36K | ﹤0.01% | 3642 |
|
|
2022
Q1 | – | Sell |
-55
| Closed | -$3K | – | 3854 |
|
|
2021
Q4 | $3K | Buy |
+55
| New | +$2.77K | ﹤0.01% | 3035 |
|
Other funds holding SRDX
Carson Wealth (CWM LLC)'s SRDX Position: Q4 2025 in Review
Carson Wealth (CWM LLC) sold out of Surmodics (SRDX) in Q4 2025, closing a stake of 1,047 shares — an estimated $31K sold.
Carson Wealth (CWM LLC) first reported a position in SRDX in Q4 2021 and held it in 15 quarters. The position peaked at $31K in Q3 2025. 1 fund tracked by Wall St. Rank holds SRDX as of Q4 2025.
- Carson Wealth (CWM LLC) reported no remaining Surmodics position as of Q4 2025 after selling out during the quarter.
- Carson Wealth (CWM LLC) sold 1,047 Surmodics shares in Q4 2025, an estimated $31K.
- Carson Wealth (CWM LLC) first reported a position in Surmodics in Q4 2021 and held it in 15 quarters.
- Carson Wealth (CWM LLC)'s Surmodics position peaked at $31K in Q3 2025.
- 1 fund tracked by Wall St. Rank held Surmodics as of Q4 2025.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.