Carson Wealth (CWM LLC)’s Viking Therapeutics VKTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $168K | Buy |
6,355
+2,813
| +79% | +$74.4K | ﹤0.01% | 2327 |
|
|
2025
Q1 | $86K | Buy |
3,542
+939
| +36% | +$22.8K | ﹤0.01% | 2551 |
|
|
2024
Q4 | $105K | Buy |
2,603
+567
| +28% | +$22.9K | ﹤0.01% | 2256 |
|
|
2024
Q3 | $129K | Buy |
2,036
+518
| +34% | +$32.8K | ﹤0.01% | 2030 |
|
|
2024
Q2 | $80K | Buy |
1,518
+628
| +71% | +$33.1K | ﹤0.01% | 2134 |
|
|
2024
Q1 | $73K | Sell |
890
-3,648
| -80% | -$299K | ﹤0.01% | 2071 |
|
|
2023
Q4 | $84K | Buy |
4,538
+15
| +0.3% | +$278 | ﹤0.01% | 1862 |
|
|
2023
Q3 | $50K | Hold |
4,523
| – | – | ﹤0.01% | 2070 |
|
|
2023
Q2 | $73K | Sell |
4,523
-94
| -2% | -$1.52K | ﹤0.01% | 1748 |
|
|
2023
Q1 | $77K | Buy |
4,617
+391
| +9% | +$6.52K | ﹤0.01% | 1625 |
|
|
2022
Q4 | $40K | Sell |
4,226
-58
| -1% | -$549 | ﹤0.01% | 1883 |
|
|
2022
Q3 | $12K | Sell |
4,284
-427
| -9% | -$1.2K | ﹤0.01% | 2593 |
|
|
2022
Q2 | $14K | Sell |
4,711
-1,298
| -22% | -$3.86K | ﹤0.01% | 2388 |
|
|
2022
Q1 | $18K | Buy |
6,009
+1,940
| +48% | +$5.81K | ﹤0.01% | 2150 |
|
|
2021
Q4 | $19K | Buy |
+4,069
| New | +$19K | ﹤0.01% | 2029 |
|
|
2021
Q2 | $24K | Hold |
4,000
| – | – | ﹤0.01% | 1716 |
|
|
2021
Q1 | $24K | Hold |
4,000
| – | – | ﹤0.01% | 1716 |
|
|
2020
Q4 | $24K | Hold |
4,000
| – | – | ﹤0.01% | 1716 |
|
|
2020
Q3 | $24K | Hold |
4,000
| – | – | ﹤0.01% | 1716 |
|
|
2020
Q2 | $24K | Hold |
4,000
| – | – | ﹤0.01% | 1716 |
|
|
2020
Q1 | $24K | Hold |
4,000
| – | – | ﹤0.01% | 1716 |
|
|
2019
Q4 | $24K | Hold |
4,000
| – | – | ﹤0.01% | 1716 |
|
|
2019
Q3 | $24K | Hold |
4,000
| – | – | ﹤0.01% | 1716 |
|
|
2019
Q2 | $24K | Hold |
4,000
| – | – | ﹤0.01% | 1716 |
|
|
2019
Q1 | $24K | Buy |
+4,000
| New | +$24K | ﹤0.01% | 1716 |
|