Carson Wealth (CWM LLC)’s Transmedics TMDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $101K | Sell |
757
-168
| -18% | -$22.4K | ﹤0.01% | 2716 |
|
|
2025
Q1 | $62K | Buy |
925
+155
| +20% | +$10.4K | ﹤0.01% | 2797 |
|
|
2024
Q4 | $48K | Buy |
770
+592
| +333% | +$36.9K | ﹤0.01% | 2839 |
|
|
2024
Q3 | $28K | Buy |
178
+58
| +48% | +$9.12K | ﹤0.01% | 3157 |
|
|
2024
Q2 | $18K | Sell |
120
-122
| -50% | -$18.3K | ﹤0.01% | 3195 |
|
|
2024
Q1 | $18K | Buy |
242
+143
| +144% | +$10.6K | ﹤0.01% | 2985 |
|
|
2023
Q4 | $8K | Sell |
99
-118
| -54% | -$9.54K | ﹤0.01% | 3311 |
|
|
2023
Q3 | $12K | Buy |
217
+58
| +36% | +$3.21K | ﹤0.01% | 3055 |
|
|
2023
Q2 | $13K | Sell |
159
-10
| -6% | -$818 | ﹤0.01% | 2937 |
|
|
2023
Q1 | $13K | Sell |
169
-55
| -25% | -$4.23K | ﹤0.01% | 2815 |
|
|
2022
Q4 | $14K | Buy |
224
+33
| +17% | +$2.06K | ﹤0.01% | 2622 |
|
|
2022
Q3 | $8K | Hold |
191
| – | – | ﹤0.01% | 2851 |
|
|
2022
Q2 | $6K | Buy |
191
+137
| +254% | +$4.3K | ﹤0.01% | 2924 |
|
|
2022
Q1 | $1K | Hold |
54
| – | – | ﹤0.01% | 3397 |
|
|
2021
Q4 | $1K | Buy |
+54
| New | +$1K | ﹤0.01% | 3363 |
|
|
2021
Q2 | $2K | Hold |
54
| – | – | ﹤0.01% | 2682 |
|
|
2021
Q1 | $2K | Hold |
54
| – | – | ﹤0.01% | 2682 |
|
|
2020
Q4 | $2K | Hold |
54
| – | – | ﹤0.01% | 2682 |
|
|
2020
Q3 | $2K | Hold |
54
| – | – | ﹤0.01% | 2682 |
|
|
2020
Q2 | $2K | Hold |
54
| – | – | ﹤0.01% | 2682 |
|
|
2020
Q1 | $2K | Hold |
54
| – | – | ﹤0.01% | 2682 |
|
|
2019
Q4 | $2K | Hold |
54
| – | – | ﹤0.01% | 2682 |
|
|
2019
Q3 | $2K | Hold |
54
| – | – | ﹤0.01% | 2682 |
|
|
2019
Q2 | $2K | Hold |
54
| – | – | ﹤0.01% | 2682 |
|
|
2019
Q1 | $2K | Buy |
+54
| New | +$2K | ﹤0.01% | 2682 |
|