Carson Wealth (CWM LLC)’s UroGen Pharma URGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50K | Sell |
3,621
-1,604
| -31% | -$22.1K | ﹤0.01% | 3285 |
|
|
2025
Q1 | $58K | Buy |
5,225
+5,140
| +6,047% | +$57.1K | ﹤0.01% | 2856 |
|
|
2024
Q4 | $1K | Sell |
85
-1,526
| -95% | -$18K | ﹤0.01% | 4827 |
|
|
2024
Q3 | $20K | Buy |
1,611
+1,535
| +2,020% | +$19.1K | ﹤0.01% | 3370 |
|
|
2024
Q2 | $1K | Buy |
76
+35
| +85% | +$461 | ﹤0.01% | 4504 |
|
|
2024
Q1 | $1K | Buy |
+41
| New | +$1K | ﹤0.01% | 4224 |
|
|
2022
Q4 | – | Sell |
-67
| Closed | -$1K | – | 4250 |
|
|
2022
Q3 | $1K | Sell |
67
-44
| -40% | -$657 | ﹤0.01% | 3770 |
|
|
2022
Q2 | $1K | Hold |
111
| – | – | ﹤0.01% | 3643 |
|
|
2022
Q1 | $1K | Buy |
+111
| New | +$1K | ﹤0.01% | 3404 |
|