EWM
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Elmwood Wealth Management’s Caribou Biosciences CRBU Stock Holding History

Elmwood Wealth Management’s Portfolio CRBU Stock Details CRBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-468,240
Closed -$428K – 131
2025
Q1 		$428K Sell
468,240
-1,557,500
-77% -$2.02M 0.18% 103
2024
Q4 		$3.22M Sell
2,025,740
-150,000
-7% -$302K 1.3% 26
2024
Q3 		$4.26M Sell
2,175,740
-159,000
-7% -$326K 1.76% 12
2024
Q2 		$3.83M Sell
2,334,740
-29,500
-1% -$94.3K 1.71% 11
2024
Q1 		$12.2M Sell
2,364,240
-20
-0% -$123 5.2% 1
2023
Q4 		$13.5M Sell
2,364,260
-155
-0% -$766 9.5% 1
2023
Q3 		$11.3M Hold
2,364,415
– – 5.45% 1
2023
Q2 		$10M Buy
2,364,415
+175
+0% +$786 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 +$22M 12.45% 1

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