Carson Wealth (CWM LLC)’s The Aaron's Company Inc AAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,432
| Closed | -$24K | – | 5274 |
|
|
2024
Q3 | $24K | Buy |
2,432
+109
| +5% | +$1.09K | ﹤0.01% | 3257 |
|
|
2024
Q2 | $23K | Buy |
2,323
+2,277
| +4,950% | +$17.8K | ﹤0.01% | 3040 |
|
|
2024
Q1 | $0 | Hold |
46
| – | – | ﹤0.01% | 4835 |
|
|
2023
Q4 | $1K | Sell |
46
-159
| -78% | -$1.48K | ﹤0.01% | 4078 |
|
|
2023
Q3 | $2K | Sell |
205
-99
| -33% | -$1.26K | ﹤0.01% | 3890 |
|
|
2023
Q2 | $4K | Buy |
304
+21
| +7% | +$260 | ﹤0.01% | 3585 |
|
|
2023
Q1 | $3K | Sell |
283
-579
| -67% | -$7.44K | ﹤0.01% | 3592 |
|
|
2022
Q4 | $10K | Buy |
862
+330
| +62% | +$3.53K | ﹤0.01% | 2827 |
|
|
2022
Q3 | $5K | Buy |
532
+366
| +220% | +$4.88K | ﹤0.01% | 3119 |
|
|
2022
Q2 | $2K | Buy |
166
+8
| +5% | +$153 | ﹤0.01% | 3447 |
|
|
2022
Q1 | $3K | Hold |
158
| – | – | ﹤0.01% | 3106 |
|
|
2021
Q4 | $4K | Buy |
+158
| New | +$4.04K | ﹤0.01% | 2909 |
|
|
2021
Q2 | $5K | Hold |
158
| – | – | ﹤0.01% | 2392 |
|
|
2021
Q1 | $5K | Hold |
158
| – | – | ﹤0.01% | 2392 |
|
|
2020
Q4 | $5K | Buy |
+158
| New | +$2.91K | ﹤0.01% | 2392 |
|
Carson Wealth (CWM LLC)'s AAN Position: Q4 2024 in Review
Carson Wealth (CWM LLC) sold out of The Aaron's Company Inc (AAN) in Q4 2024, closing a stake of 2,432 shares — an estimated $24K sold.
Carson Wealth (CWM LLC) first reported a position in AAN in Q4 2020 and held it in 15 quarters. The position peaked at $24K in Q3 2024. 0 funds tracked by Wall St. Rank hold AAN as of Q4 2024.
- Carson Wealth (CWM LLC) reported no remaining The Aaron's Company Inc position as of Q4 2024 after selling out during the quarter.
- Carson Wealth (CWM LLC) sold 2,432 The Aaron's Company Inc shares in Q4 2024, an estimated $24K.
- Carson Wealth (CWM LLC) first reported a position in The Aaron's Company Inc in Q4 2020 and held it in 15 quarters.
- Carson Wealth (CWM LLC)'s The Aaron's Company Inc position peaked at $24K in Q3 2024.
- 0 funds tracked by Wall St. Rank held The Aaron's Company Inc as of Q4 2024.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2024, filed 4 Feb 2025.