Carson Wealth (CWM LLC)’s Tvardi Therapeutics, Inc. Common Stock TVRD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Hold |
0
| – | – | – | 5359 |
|
2025
Q1 | – | Hold |
0
| – | – | – | 5248 |
|
2024
Q4 | – | Sell |
-20
| Closed | – | – | 5231 |
|
2024
Q3 | $0 | Sell |
20
-7
| -26% | – | ﹤0.01% | 5230 |
|
2024
Q2 | $0 | Sell |
27
-10
| -27% | – | ﹤0.01% | 5008 |
|
2024
Q1 | $1K | Buy |
37
+17
| +85% | +$459 | ﹤0.01% | 4250 |
|
2023
Q4 | $1K | Sell |
20
-24
| -55% | -$1.2K | ﹤0.01% | 4066 |
|
2023
Q3 | $3K | Buy |
44
+23
| +110% | +$1.57K | ﹤0.01% | 3724 |
|
2023
Q2 | $2K | Sell |
21
-10
| -32% | -$952 | ﹤0.01% | 3860 |
|
2023
Q1 | $5K | Buy |
31
+9
| +41% | +$1.45K | ﹤0.01% | 3332 |
|
2022
Q4 | $8K | Sell |
22
-35
| -61% | -$12.7K | ﹤0.01% | 2962 |
|
2022
Q3 | $19K | Sell |
57
-1
| -2% | -$333 | ﹤0.01% | 2269 |
|
2022
Q2 | $19K | Hold |
58
| – | – | ﹤0.01% | 2165 |
|
2022
Q1 | $25K | Sell |
58
-1
| -2% | -$431 | ﹤0.01% | 1956 |
|
2021
Q4 | $26K | Buy |
+59
| New | +$26K | ﹤0.01% | 1859 |
|
2021
Q2 | $21K | Hold |
42
| – | – | ﹤0.01% | 1779 |
|
2021
Q1 | $21K | Hold |
42
| – | – | ﹤0.01% | 1779 |
|
2020
Q4 | $21K | Hold |
42
| – | – | ﹤0.01% | 1779 |
|
2020
Q3 | $21K | Hold |
42
| – | – | ﹤0.01% | 1779 |
|
2020
Q2 | $21K | Hold |
42
| – | – | ﹤0.01% | 1779 |
|
2020
Q1 | $21K | Hold |
42
| – | – | ﹤0.01% | 1779 |
|
2019
Q4 | $21K | Hold |
42
| – | – | ﹤0.01% | 1779 |
|
2019
Q3 | $21K | Hold |
42
| – | – | ﹤0.01% | 1779 |
|
2019
Q2 | $21K | Hold |
42
| – | – | ﹤0.01% | 1779 |
|
2019
Q1 | $21K | Buy |
+42
| New | +$21K | ﹤0.01% | 1779 |
|