Carson Wealth (CWM LLC)’s Taro Pharmaceutical Industries Ltd. TARO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TARO Stock Details TARO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-56	Closed	-$2K	–	5296
2024 Q2	$2K	Buy	56 +41	+273%	+$1.74K	﹤0.01%	4288
2024 Q1	$1K	Buy	15 +6	+67%	+$253	﹤0.01%	4268
2023 Q4	$0	Buy	9 +5	+125%	+$184	﹤0.01%	4611
2023 Q3	$0	Buy	+4	New	+$150	﹤0.01%	4612
2016 Q3	–	Sell	-112	Closed	-$16K	–	1083
2016 Q2	$16K	Hold	112	–	–	﹤0.01%	495
2016 Q1	$16K	Hold	112	–	–	﹤0.01%	474
2015 Q4	$17K	Hold	112	–	–	﹤0.01%	411
2015 Q3	$16K	Buy	+112	New	+$15.7K	﹤0.01%	395

Other funds holding TARO

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TARO Position: Q3 2024 in Review

Carson Wealth (CWM LLC) sold out of Taro Pharmaceutical Industries Ltd. (TARO) in Q3 2024, closing a stake of 56 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in TARO in Q3 2015 and held it in 8 quarters. The position peaked at $17K in Q4 2015. 6 funds tracked by Wall St. Rank hold TARO as of Q3 2024.

Carson Wealth (CWM LLC) reported no remaining Taro Pharmaceutical Industries Ltd. position as of Q3 2024 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 56 Taro Pharmaceutical Industries Ltd. shares in Q3 2024, an estimated $2K.
Carson Wealth (CWM LLC) first reported a position in Taro Pharmaceutical Industries Ltd. in Q3 2015 and held it in 8 quarters.
Carson Wealth (CWM LLC)'s Taro Pharmaceutical Industries Ltd. position peaked at $17K in Q4 2015.
6 funds tracked by Wall St. Rank held Taro Pharmaceutical Industries Ltd. as of Q3 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2024, filed 8 Oct 2024.