Carson Wealth (CWM LLC)’s Acadian Asset Management Inc. AAMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55K | Buy |
1,560
+337
| +28% | +$11.9K | ﹤0.01% | 3215 |
|
|
2025
Q1 | $32K | Buy |
1,223
+309
| +34% | +$8.09K | ﹤0.01% | 3350 |
|
|
2024
Q4 | $24K | Buy |
914
+110
| +14% | +$2.89K | ﹤0.01% | 3329 |
|
|
2024
Q3 | $20K | Buy |
804
+233
| +41% | +$5.8K | ﹤0.01% | 3374 |
|
|
2024
Q2 | $13K | Buy |
571
+195
| +52% | +$4.44K | ﹤0.01% | 3409 |
|
|
2024
Q1 | $9K | Sell |
376
-5
| -1% | -$120 | ﹤0.01% | 3427 |
|
|
2023
Q4 | $7K | Sell |
381
-66
| -15% | -$1.21K | ﹤0.01% | 3380 |
|
|
2023
Q3 | $9K | Buy |
447
+13
| +3% | +$262 | ﹤0.01% | 3215 |
|
|
2023
Q2 | $9K | Hold |
434
| – | – | ﹤0.01% | 3164 |
|
|
2023
Q1 | $10K | Hold |
434
| – | – | ﹤0.01% | 2974 |
|
|
2022
Q4 | $9K | Buy |
434
+293
| +208% | +$6.08K | ﹤0.01% | 2889 |
|
|
2022
Q3 | $2K | Buy |
141
+15
| +12% | +$213 | ﹤0.01% | 3558 |
|
|
2022
Q2 | $2K | Buy |
+126
| New | +$2K | ﹤0.01% | 3429 |
|