Carson Wealth (CWM LLC)’s Agree Realty ADC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $355K | Buy |
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|
2025
Q2 | $359K | Buy |
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|
2025
Q1 | $267K | Sell |
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|
2024
Q4 | $244K | Buy |
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|
2024
Q3 | $260K | Buy |
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|
2024
Q2 | $197K | Buy |
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|
2024
Q1 | $119K | Sell |
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|
2023
Q4 | $139K | Buy |
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|
2023
Q3 | $40K | Buy |
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|
2023
Q2 | $22K | Buy |
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|
2023
Q1 | $4K | Sell |
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|
2022
Q4 | $50K | Buy |
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|
2022
Q3 | $47K | Buy |
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|
2022
Q2 | $37K | Sell |
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|
2022
Q1 | $37K | Buy |
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|
2021
Q4 | $11K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $0 | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $1K | Buy |
|