Carson Wealth (CWM LLC)’s SpringWorks Therapeutics SWTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Buy |
6,390
+4,236
| +197% | +$199K | ﹤0.01% | 1868 |
|
|
2025
Q1 | $95K | Buy |
2,154
+1,923
| +832% | +$84.8K | ﹤0.01% | 2467 |
|
|
2024
Q4 | $8K | Sell |
231
-235
| -50% | -$8.14K | ﹤0.01% | 4011 |
|
|
2024
Q3 | $15K | Sell |
466
-328
| -41% | -$10.6K | ﹤0.01% | 3557 |
|
|
2024
Q2 | $30K | Buy |
794
+89
| +13% | +$3.36K | ﹤0.01% | 2838 |
|
|
2024
Q1 | $35K | Sell |
705
-9
| -1% | -$447 | ﹤0.01% | 2545 |
|
|
2023
Q4 | $26K | Sell |
714
-328
| -31% | -$11.9K | ﹤0.01% | 2605 |
|
|
2023
Q3 | $24K | Sell |
1,042
-142
| -12% | -$3.27K | ﹤0.01% | 2576 |
|
|
2023
Q2 | $31K | Buy |
1,184
+91
| +8% | +$2.38K | ﹤0.01% | 2352 |
|
|
2023
Q1 | $28K | Sell |
1,093
-91
| -8% | -$2.33K | ﹤0.01% | 2272 |
|
|
2022
Q4 | $31K | Sell |
1,184
-71
| -6% | -$1.86K | ﹤0.01% | 2063 |
|
|
2022
Q3 | $36K | Sell |
1,255
-36,713
| -97% | -$1.05M | ﹤0.01% | 1834 |
|
|
2022
Q2 | $935K | Sell |
37,968
-5,266
| -12% | -$130K | 0.01% | 574 |
|
|
2022
Q1 | $2.44M | Sell |
43,234
-6,039
| -12% | -$341K | 0.02% | 377 |
|
|
2021
Q4 | $3.05M | Buy |
+49,273
| New | +$3.05M | 0.02% | 359 |
|
|
2021
Q2 | $4.45M | Hold |
53,948
| – | – | 0.04% | 292 |
|
|
2021
Q1 | $4.45M | Hold |
53,948
| – | – | 0.04% | 292 |
|
|
2020
Q4 | $4.45M | Hold |
53,948
| – | – | 0.04% | 292 |
|
|
2020
Q3 | $4.45M | Hold |
53,948
| – | – | 0.04% | 292 |
|
|
2020
Q2 | $4.45M | Hold |
53,948
| – | – | 0.04% | 292 |
|
|
2020
Q1 | $4.45M | Hold |
53,948
| – | – | 0.04% | 292 |
|
|
2019
Q4 | $4.45M | Hold |
53,948
| – | – | 0.04% | 292 |
|
|
2019
Q3 | $4.45M | Hold |
53,948
| – | – | 0.04% | 292 |
|
|
2019
Q2 | $4.45M | Hold |
53,948
| – | – | 0.04% | 292 |
|
|
2019
Q1 | $4.45M | Buy |
+53,948
| New | +$4.45M | 0.04% | 292 |
|