Carson Wealth (CWM LLC)’s VivoSim Labs VIVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6
| Closed | – | – | 5365 |
|
|
2025
Q1 | $0 | Sell |
6
-1
| -14% | -$5 | ﹤0.01% | 5254 |
|
|
2024
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 5232 |
|
|
2024
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 5230 |
|
|
2024
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 5009 |
|
|
2024
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 4816 |
|
|
2023
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 4579 |
|
|
2023
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 4578 |
|
|
2023
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 4500 |
|
|
2023
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 4381 |
|
|
2022
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 4297 |
|
|
2022
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 4231 |
|
|
2022
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 4138 |
|
|
2022
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 3923 |
|
|
2021
Q4 | $0 | Buy |
+7
| New | +$450 | ﹤0.01% | 3672 |
|
|
2021
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 2879 |
|
|
2021
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 2878 |
|
|
2020
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 2878 |
|
|
2020
Q3 | $1K | Buy |
+7
| New | +$901 | ﹤0.01% | 2875 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2875 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2872 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2872 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 2872 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 2872 |
|
|
2019
Q1 | – | Sell |
-13
| Closed | -$3.27K | – | 2870 |
|
|
2018
Q4 | $3K | Sell |
13
-3
| -19% | -$756 | ﹤0.01% | 1690 |
|
|
2018
Q3 | $4K | Buy |
16
+3
| +23% | +$902 | ﹤0.01% | 1422 |
|
|
2018
Q2 | $4K | Hold |
13
| – | – | ﹤0.01% | 1262 |
|
|
2018
Q1 | $3K | Hold |
13
| – | – | ﹤0.01% | 1130 |
|
|
2017
Q4 | $4K | Hold |
13
| – | – | ﹤0.01% | 1165 |
|
|
2017
Q3 | $7K | Hold |
13
| – | – | ﹤0.01% | 1003 |
|
|
2017
Q2 | $8K | Hold |
13
| – | – | ﹤0.01% | 820 |
|
|
2017
Q1 | $10K | Hold |
13
| – | – | ﹤0.01% | 758 |
|
|
2016
Q4 | $11K | Sell |
13
-6
| -32% | -$4.76K | ﹤0.01% | 715 |
|
|
2016
Q3 | $18K | Hold |
19
| – | – | ﹤0.01% | 566 |
|
|
2016
Q2 | $17K | Hold |
19
| – | – | ﹤0.01% | 486 |
|
|
2016
Q1 | $10K | Hold |
19
| – | – | ﹤0.01% | 532 |
|
|
2015
Q4 | $11K | Hold |
19
| – | – | ﹤0.01% | 458 |
|
|
2015
Q3 | $12K | Buy |
+19
| New | +$14.4K | ﹤0.01% | 434 |
|
|
2014
Q1 | – | Sell |
-19
| Closed | -$51K | – | 510 |
|
|
2013
Q4 | $51K | Buy |
+19
| New | +$37.3K | 0.01% | 260 |
|
Other funds holding VIVS
TRCT
SS
AF
Carson Wealth (CWM LLC)'s VIVS Position: Q2 2025 in Review
Carson Wealth (CWM LLC) sold out of VivoSim Labs (VIVS) in Q2 2025, closing a stake of 6 shares.
Carson Wealth (CWM LLC) first reported a position in VIVS in Q4 2013 and held it in 33 quarters. The position peaked at $51K in Q4 2013. 26 funds tracked by Wall St. Rank hold VIVS as of Q2 2025.
- Carson Wealth (CWM LLC) reported no remaining VivoSim Labs position as of Q2 2025 after selling out during the quarter.
- Carson Wealth (CWM LLC) sold 6 VivoSim Labs shares in Q2 2025.
- Carson Wealth (CWM LLC) first reported a position in VivoSim Labs in Q4 2013 and held it in 33 quarters.
- Carson Wealth (CWM LLC)'s VivoSim Labs position peaked at $51K in Q4 2013.
- 26 funds tracked by Wall St. Rank held VivoSim Labs as of Q2 2025.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.