Carson Wealth (CWM LLC)’s Treace Medical Concepts TMCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60K | Buy |
10,278
+1,572
| +18% | +$9.18K | ﹤0.01% | 3134 |
|
|
2025
Q1 | $73K | Buy |
8,706
+4,853
| +126% | +$40.7K | ﹤0.01% | 2674 |
|
|
2024
Q4 | $29K | Buy |
3,853
+327
| +9% | +$2.46K | ﹤0.01% | 3206 |
|
|
2024
Q3 | $20K | Sell |
3,526
-6,571
| -65% | -$37.3K | ﹤0.01% | 3369 |
|
|
2024
Q2 | $67K | Buy |
10,097
+6,826
| +209% | +$45.3K | ﹤0.01% | 2261 |
|
|
2024
Q1 | $43K | Hold |
3,271
| – | – | ﹤0.01% | 2403 |
|
|
2023
Q4 | $42K | Buy |
3,271
+46
| +1% | +$591 | ﹤0.01% | 2297 |
|
|
2023
Q3 | $42K | Buy |
3,225
+3,046
| +1,702% | +$39.7K | ﹤0.01% | 2173 |
|
|
2023
Q2 | $5K | Hold |
179
| – | – | ﹤0.01% | 3468 |
|
|
2023
Q1 | $5K | Hold |
179
| – | – | ﹤0.01% | 3325 |
|
|
2022
Q4 | $4K | Hold |
179
| – | – | ﹤0.01% | 3334 |
|
|
2022
Q3 | $4K | Sell |
179
-1,750
| -91% | -$39.1K | ﹤0.01% | 3221 |
|
|
2022
Q2 | $28K | Buy |
+1,929
| New | +$28K | ﹤0.01% | 1930 |
|
|
2022
Q1 | – | Sell |
-179
| Closed | -$3K | – | 3845 |
|
|
2021
Q4 | $3K | Buy |
+179
| New | +$3K | ﹤0.01% | 3030 |
|
|
2021
Q2 | $6K | Hold |
179
| – | – | ﹤0.01% | 2309 |
|
|
2021
Q1 | $6K | Hold |
179
| – | – | ﹤0.01% | 2309 |
|
|
2020
Q4 | $6K | Hold |
179
| – | – | ﹤0.01% | 2309 |
|
|
2020
Q3 | $6K | Hold |
179
| – | – | ﹤0.01% | 2309 |
|
|
2020
Q2 | $6K | Hold |
179
| – | – | ﹤0.01% | 2309 |
|
|
2020
Q1 | $6K | Hold |
179
| – | – | ﹤0.01% | 2309 |
|
|
2019
Q4 | $6K | Hold |
179
| – | – | ﹤0.01% | 2309 |
|
|
2019
Q3 | $6K | Hold |
179
| – | – | ﹤0.01% | 2309 |
|
|
2019
Q2 | $6K | Hold |
179
| – | – | ﹤0.01% | 2309 |
|
|
2019
Q1 | $6K | Buy |
+179
| New | +$6K | ﹤0.01% | 2309 |
|