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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$232K	Buy	44,865 +14,522	+48%	+$104K	﹤0.01%	2603
2025 Q4	$228K	Buy	30,343 +9,406	+45%	+$88.5K	﹤0.01%	2462
2025 Q3	$201K	Buy	20,937 +5,956	+40%	+$58.9K	﹤0.01%	2437
2025 Q2	$163K	Buy	14,981 +2,848	+23%	+$26.7K	﹤0.01%	2353
2025 Q1	$86K	Buy	12,133 +1,451	+14%	+$12.9K	﹤0.01%	2543
2024 Q4	$104K	Buy	10,682 +1,431	+15%	+$7.95K	﹤0.01%	2261
2024 Q3	$28K	Sell	9,251 -49	-0.5%	-$187	﹤0.01%	3132
2024 Q2	$33K	Buy	9,300 +3,559	+62%	+$13.2K	﹤0.01%	2760
2024 Q1	$27K	Buy	5,741 +3,741	+187%	+$18.8K	﹤0.01%	2691
2023 Q4	$12K	Hold	2,000	–	–	﹤0.01%	3061
2023 Q3	$10K	Hold	2,000	–	–	﹤0.01%	3110
2023 Q2	$8K	Hold	2,000	–	–	﹤0.01%	3177
2023 Q1	$6K	Hold	2,000	–	–	﹤0.01%	3183
2022 Q4	$4K	Sell	2,000 -50	-2%	-$123	﹤0.01%	3251
2022 Q3	$5K	Buy	2,050 +50	+3%	+$176	﹤0.01%	3031
2022 Q2	$6K	Buy	+2,000	New	+$8.05K	﹤0.01%	2845
2022 Q1	–	Sell	-2,000	Closed	-$12K	–	3487
2021 Q4	$12K	Buy	+2,000	New	+$13.2K	﹤0.01%	2230