Carson Wealth (CWM LLC)’s Adeia ADEA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6K | Buy |
456
+156
| +52% | +$2.05K | ﹤0.01% | 4509 |
|
|
2025
Q1 | $4K | Sell |
300
-710
| -70% | -$9.47K | ﹤0.01% | 4500 |
|
|
2024
Q4 | $14K | Buy |
1,010
+933
| +1,212% | +$12.9K | ﹤0.01% | 3651 |
|
|
2024
Q3 | $1K | Buy |
77
+28
| +57% | +$364 | ﹤0.01% | 4493 |
|
|
2024
Q2 | $1K | Hold |
49
| – | – | ﹤0.01% | 4291 |
|
|
2024
Q1 | $1K | Hold |
49
| – | – | ﹤0.01% | 4055 |
|
|
2023
Q4 | $1K | Sell |
49
-37
| -43% | -$755 | ﹤0.01% | 3877 |
|
|
2023
Q3 | $1K | Buy |
86
+15
| +21% | +$174 | ﹤0.01% | 3899 |
|
|
2023
Q2 | $1K | Sell |
71
-9
| -11% | -$127 | ﹤0.01% | 3879 |
|
|
2023
Q1 | $1K | Sell |
80
-101
| -56% | -$1.26K | ﹤0.01% | 3746 |
|
|
2022
Q4 | $2K | Sell |
181
-348
| -66% | -$3.85K | ﹤0.01% | 3488 |
|
|
2022
Q3 | $2K | Buy |
529
+348
| +192% | +$1.32K | ﹤0.01% | 3396 |
|
|
2022
Q2 | $1K | Buy |
181
+18
| +11% | +$99 | ﹤0.01% | 3460 |
|
|
2022
Q1 | $1K | Hold |
163
| – | – | ﹤0.01% | 3268 |
|
|
2021
Q4 | $1K | Buy |
+163
| New | +$1K | ﹤0.01% | 3220 |
|