Carson Wealth (CWM LLC)’s SpringWorks Therapeutics SWTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-6,390
| Closed | -$300K | – | 5536 |
|
|
2025
Q2 | $300K | Buy |
6,390
+4,236
| +197% | +$188K | ﹤0.01% | 1870 |
|
|
2025
Q1 | $95K | Buy |
2,154
+1,923
| +832% | +$88.5K | ﹤0.01% | 2469 |
|
|
2024
Q4 | $8K | Sell |
231
-235
| -50% | -$8.21K | ﹤0.01% | 4013 |
|
|
2024
Q3 | $15K | Sell |
466
-328
| -41% | -$12.3K | ﹤0.01% | 3559 |
|
|
2024
Q2 | $30K | Buy |
794
+89
| +13% | +$3.75K | ﹤0.01% | 2840 |
|
|
2024
Q1 | $35K | Sell |
705
-9
| -1% | -$416 | ﹤0.01% | 2547 |
|
|
2023
Q4 | $26K | Sell |
714
-328
| -31% | -$8.56K | ﹤0.01% | 2608 |
|
|
2023
Q3 | $24K | Sell |
1,042
-142
| -12% | -$3.88K | ﹤0.01% | 2577 |
|
|
2023
Q2 | $31K | Buy |
1,184
+91
| +8% | +$2.39K | ﹤0.01% | 2355 |
|
|
2023
Q1 | $28K | Sell |
1,093
-91
| -8% | -$2.66K | ﹤0.01% | 2274 |
|
|
2022
Q4 | $31K | Sell |
1,184
-71
| -6% | -$1.75K | ﹤0.01% | 2065 |
|
|
2022
Q3 | $36K | Sell |
1,255
-36,713
| -97% | -$1.05M | ﹤0.01% | 1836 |
|
|
2022
Q2 | $935K | Sell |
37,968
-5,266
| -12% | -$193K | 0.01% | 576 |
|
|
2022
Q1 | $2.44M | Sell |
43,234
-6,039
| -12% | -$346K | 0.02% | 378 |
|
|
2021
Q4 | $3.05M | Buy |
+49,273
| New | +$3.26M | 0.02% | 359 |
|
|
2021
Q2 | $4.45M | Hold |
53,948
| – | – | 0.04% | 293 |
|
|
2021
Q1 | $4.45M | Hold |
53,948
| – | – | 0.04% | 293 |
|
|
2020
Q4 | $4.45M | Hold |
53,948
| – | – | 0.04% | 293 |
|
|
2020
Q3 | $4.45M | Hold |
53,948
| – | – | 0.04% | 293 |
|
|
2020
Q2 | $4.45M | Hold |
53,948
| – | – | 0.04% | 293 |
|
|
2020
Q1 | $4.45M | Hold |
53,948
| – | – | 0.04% | 293 |
|
|
2019
Q4 | $4.45M | Hold |
53,948
| – | – | 0.04% | 293 |
|
|
2019
Q3 | $4.45M | Buy |
+53,948
| New | +$1.28M | 0.04% | 293 |
|
