IFP Advisors’s Carisma Therapeutics CARM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-206
| Closed | -$9 | – | 5040 |
|
|
2025
Q4 | $9 | Hold |
206
| – | – | ﹤0.01% | 4842 |
|
|
2025
Q3 | $56 | Hold |
206
| – | – | ﹤0.01% | 4645 |
|
|
2025
Q2 | $81 | Hold |
206
| – | – | ﹤0.01% | 4747 |
|
|
2025
Q1 | $63 | Hold |
206
| – | – | ﹤0.01% | 3975 |
|
|
2024
Q4 | $86 | Hold |
206
| – | – | ﹤0.01% | 4082 |
|
|
2024
Q3 | $203 | Hold |
206
| – | – | ﹤0.01% | 3207 |
|
|
2024
Q2 | $313 | Hold |
206
| – | – | ﹤0.01% | 3118 |
|
|
2024
Q1 | $467 | Hold |
206
| – | – | ﹤0.01% | 2987 |
|
|
2023
Q4 | $603 | Hold |
206
| – | – | ﹤0.01% | 2860 |
|
|
2023
Q3 | $871 | Hold |
206
| – | – | ﹤0.01% | 3026 |
|
|
2023
Q2 | $1.81K | Sell |
206
-4,140
| -95% | -$22.5K | ﹤0.01% | 2912 |
|
|
2023
Q1 | $11.2K | Buy |
4,346
+4,135
| +1,960% | +$39.4K | ﹤0.01% | 2242 |
|
|
2022
Q4 | $11K | Hold |
211
| – | – | ﹤0.01% | 3310 |
|
|
2022
Q3 | $11K | Hold |
211
| – | – | ﹤0.01% | 3554 |
|
|
2022
Q2 | $11K | Hold |
211
| – | – | ﹤0.01% | 3305 |
|
|
2022
Q1 | $11K | Hold |
211
| – | – | ﹤0.01% | 3305 |
|
|
2021
Q4 | $4K | Hold |
211
| – | – | ﹤0.01% | 2557 |
|
|
2021
Q3 | $4K | Hold |
211
| – | – | ﹤0.01% | 2621 |
|
|
2021
Q2 | $19K | Buy |
+211
| New | +$13.5K | ﹤0.01% | 1950 |
|
|
2018
Q2 | – | Sell |
-100
| Closed | -$2K | – | 3885 |
|
|
2018
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 3481 |
|
|
2017
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 3532 |
|
|
2017
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 3591 |
|
|
2017
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 3587 |
|
|
2017
Q1 | $4K | Buy |
100
+50
| +100% | +$2.08K | ﹤0.01% | 3391 |
|
|
2016
Q4 | $2K | Buy |
+50
| New | +$2.2K | ﹤0.01% | 3620 |
|
Other funds holding CARM
IFP Advisors's CARM Position: Q1 2026 in Review
IFP Advisors sold out of Carisma Therapeutics (CARM) in Q1 2026, closing a stake of 206 shares — an estimated $9 sold.
IFP Advisors first reported a position in CARM in Q4 2016 and held it in 25 quarters. The position peaked at $19K in Q2 2021. 3 funds tracked by Wall St. Rank hold CARM as of Q1 2026.
- IFP Advisors reported no remaining Carisma Therapeutics position as of Q1 2026 after selling out during the quarter.
- IFP Advisors sold 206 Carisma Therapeutics shares in Q1 2026, an estimated $9.
- IFP Advisors first reported a position in Carisma Therapeutics in Q4 2016 and held it in 25 quarters.
- IFP Advisors's Carisma Therapeutics position peaked at $19K in Q2 2021.
- 3 funds tracked by Wall St. Rank held Carisma Therapeutics as of Q1 2026.
Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.