Carson Wealth (CWM LLC)’s Treace Medical Concepts TMCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $1K | Sell |
|
|||||
|
2025
Q3 | $68K | Sell |
|
|||||
|
2025
Q2 | $60K | Buy |
|
|||||
|
2025
Q1 | $73K | Buy |
|
|||||
|
2024
Q4 | $29K | Buy |
|
|||||
|
2024
Q3 | $20K | Sell |
|
|||||
|
2024
Q2 | $67K | Buy |
|
|||||
|
2024
Q1 | $43K | Hold |
|
|||||
|
2023
Q4 | $42K | Buy |
|
|||||
|
2023
Q3 | $42K | Buy |
|
|||||
|
2023
Q2 | $5K | Hold |
|
|||||
|
2023
Q1 | $5K | Hold |
|
|||||
|
2022
Q4 | $4K | Hold |
|
|||||
|
2022
Q3 | $4K | Sell |
|
|||||
|
2022
Q2 | $28K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $3K | Buy |
|
|||||
|
2021
Q2 | $6K | Buy |
|