EWM
Elmwood Wealth Management’s Caribou Biosciences CRBU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-468,240
| Closed | -$428K | – | 131 |
|
|
2025
Q1 | $428K | Sell |
468,240
-1,557,500
| -77% | -$1.42M | 0.18% | 103 |
|
|
2024
Q4 | $3.22M | Sell |
2,025,740
-150,000
| -7% | -$239K | 1.3% | 26 |
|
|
2024
Q3 | $4.26M | Sell |
2,175,740
-159,000
| -7% | -$312K | 1.76% | 12 |
|
|
2024
Q2 | $3.83M | Sell |
2,334,740
-29,500
| -1% | -$48.4K | 1.71% | 11 |
|
|
2024
Q1 | $12.2M | Sell |
2,364,240
-20
| -0% | -$103 | 5.2% | 1 |
|
|
2023
Q4 | $13.5M | Sell |
2,364,260
-155
| -0% | -$888 | 9.5% | 1 |
|
|
2023
Q3 | $11.3M | Hold |
2,364,415
| – | – | 5.45% | 1 |
|
|
2023
Q2 | $10M | Buy |
2,364,415
+175
| +0% | +$744 | 4.68% | 3 |
|
|
2023
Q1 | $12.6M | Hold |
2,364,240
| – | – | 5.93% | 2 |
|
|
2022
Q4 | $14.8M | Hold |
2,364,240
| – | – | 7.41% | 1 |
|
|
2022
Q3 | $24.9M | Buy |
+2,364,240
| New | +$24.9M | 12.45% | 1 |
|