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 |
|