Carson Wealth (CWM LLC)’s Archer Aviation ACHR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$163K Buy
14,981
+2,848
+23% +$31K ﹤0.01% 2351
2025
Q1
$86K Buy
12,133
+1,451
+14% +$10.3K ﹤0.01% 2541
2024
Q4
$104K Buy
10,682
+1,431
+15% +$13.9K ﹤0.01% 2259
2024
Q3
$28K Sell
9,251
-49
-0.5% -$148 ﹤0.01% 3130
2024
Q2
$33K Buy
9,300
+3,559
+62% +$12.6K ﹤0.01% 2758
2024
Q1
$27K Buy
5,741
+3,741
+187% +$17.6K ﹤0.01% 2689
2023
Q4
$12K Hold
2,000
﹤0.01% 3058
2023
Q3
$10K Hold
2,000
﹤0.01% 3108
2023
Q2
$8K Hold
2,000
﹤0.01% 3174
2023
Q1
$6K Hold
2,000
﹤0.01% 3180
2022
Q4
$4K Sell
2,000
-50
-2% -$100 ﹤0.01% 3248
2022
Q3
$5K Buy
2,050
+50
+3% +$122 ﹤0.01% 3028
2022
Q2
$6K Buy
+2,000
New +$6K ﹤0.01% 2841
2022
Q1
Sell
-2,000
Closed -$12K 3468
2021
Q4
$12K Buy
+2,000
New +$12K ﹤0.01% 2225