LPL Financial’s Carisma Therapeutics CARM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-20,895
| Closed | -$6.48K | – | 5405 |
|
|
2025
Q1 | $6.48K | Hold |
20,895
| – | – | ﹤0.01% | 5193 |
|
|
2024
Q4 | $8.75K | Buy |
+20,895
| New | +$8.75K | ﹤0.01% | 5131 |
|
|
2023
Q1 | – | Sell |
-583
| Closed | -$7.1K | – | 4464 |
|
|
2022
Q4 | $7.1K | Sell |
583
-50
| -8% | -$609 | ﹤0.01% | 4405 |
|
|
2022
Q3 | $5K | Sell |
633
-1,050
| -62% | -$8.29K | ﹤0.01% | 4359 |
|
|
2022
Q2 | $27K | Buy |
1,683
+155
| +10% | +$2.49K | ﹤0.01% | 4280 |
|
|
2022
Q1 | $18K | Sell |
1,528
-50
| -3% | -$589 | ﹤0.01% | 4110 |
|
|
2021
Q4 | $26K | Sell |
1,578
-622
| -28% | -$10.2K | ﹤0.01% | 4262 |
|
|
2021
Q3 | $35K | Buy |
2,200
+717
| +48% | +$11.4K | ﹤0.01% | 4226 |
|
|
2021
Q2 | $137K | Buy |
1,483
+568
| +62% | +$52.5K | ﹤0.01% | 3970 |
|
|
2021
Q1 | $48K | Buy |
+915
| New | +$48K | ﹤0.01% | 3971 |
|