Carson Wealth (CWM LLC)’s Archer Daniels Midland ADM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $911K | Sell |
17,261
-425
| -2% | -$22.4K | ﹤0.01% | 1285 |
|
|
2025
Q1 | $849K | Buy |
17,686
+762
| +5% | +$36.6K | ﹤0.01% | 1220 |
|
|
2024
Q4 | $855K | Sell |
16,924
-11,417
| -40% | -$577K | ﹤0.01% | 1165 |
|
|
2024
Q3 | $1.69M | Buy |
28,341
+3,190
| +13% | +$191K | 0.01% | 774 |
|
|
2024
Q2 | $1.52M | Buy |
25,151
+8,628
| +52% | +$521K | 0.01% | 720 |
|
|
2024
Q1 | $1.04M | Sell |
16,523
-1,801
| -10% | -$113K | 0.01% | 836 |
|
|
2023
Q4 | $1.32M | Sell |
18,324
-491
| -3% | -$35.5K | 0.01% | 695 |
|
|
2023
Q3 | $1.42M | Buy |
18,815
+4,370
| +30% | +$330K | 0.01% | 621 |
|
|
2023
Q2 | $1.09M | Buy |
14,445
+2,346
| +19% | +$177K | 0.01% | 685 |
|
|
2023
Q1 | $964K | Buy |
12,099
+246
| +2% | +$19.6K | 0.01% | 678 |
|
|
2022
Q4 | $1.1M | Buy |
11,853
+3,259
| +38% | +$303K | 0.01% | 584 |
|
|
2022
Q3 | $691K | Buy |
8,594
+1,827
| +27% | +$147K | 0.01% | 660 |
|
|
2022
Q2 | $525K | Buy |
6,767
+335
| +5% | +$26K | ﹤0.01% | 716 |
|
|
2022
Q1 | $581K | Buy |
6,432
+1,806
| +39% | +$163K | ﹤0.01% | 681 |
|
|
2021
Q4 | $313K | Buy |
+4,626
| New | +$313K | ﹤0.01% | 852 |
|
|
2021
Q2 | $183K | Hold |
3,019
| – | – | ﹤0.01% | 930 |
|
|
2021
Q1 | $183K | Hold |
3,019
| – | – | ﹤0.01% | 930 |
|
|
2020
Q4 | $183K | Hold |
3,019
| – | – | ﹤0.01% | 930 |
|
|
2020
Q3 | $183K | Hold |
3,019
| – | – | ﹤0.01% | 930 |
|
|
2020
Q2 | $183K | Hold |
3,019
| – | – | ﹤0.01% | 930 |
|
|
2020
Q1 | $183K | Hold |
3,019
| – | – | ﹤0.01% | 930 |
|
|
2019
Q4 | $183K | Hold |
3,019
| – | – | ﹤0.01% | 930 |
|
|
2019
Q3 | $183K | Hold |
3,019
| – | – | ﹤0.01% | 930 |
|
|
2019
Q2 | $183K | Hold |
3,019
| – | – | ﹤0.01% | 930 |
|
|
2019
Q1 | $183K | Sell |
3,019
-548,419
| -99% | -$33.2M | ﹤0.01% | 930 |
|
|
2018
Q4 | $22.6M | Sell |
551,438
-4,388
| -0.8% | -$180K | 0.56% | 40 |
|
|
2018
Q3 | $27.9M | Sell |
555,826
-14,877
| -3% | -$748K | 0.71% | 30 |
|
|
2018
Q2 | $26.2M | Sell |
570,703
-40,304
| -7% | -$1.85M | 0.86% | 27 |
|
|
2018
Q1 | $26.5M | Buy |
611,007
+610,892
| +531,210% | +$26.5M | 1.05% | 27 |
|
|
2017
Q4 | $5K | Sell |
115
-77
| -40% | -$3.35K | ﹤0.01% | 1064 |
|
|
2017
Q3 | $8K | Buy |
192
+106
| +123% | +$4.42K | ﹤0.01% | 933 |
|
|
2017
Q2 | $4K | Sell |
86
-300
| -78% | -$14K | ﹤0.01% | 898 |
|
|
2017
Q1 | $18K | Buy |
+386
| New | +$18K | ﹤0.01% | 613 |
|
|
2016
Q4 | – | Sell |
-300
| Closed | -$13K | – | 1094 |
|
|
2016
Q3 | $13K | Hold |
300
| – | – | ﹤0.01% | 628 |
|
|
2016
Q2 | $13K | Hold |
300
| – | – | ﹤0.01% | 521 |
|
|
2016
Q1 | $11K | Sell |
300
-10
| -3% | -$367 | ﹤0.01% | 504 |
|
|
2015
Q4 | $11K | Buy |
310
+10
| +3% | +$355 | ﹤0.01% | 452 |
|
|
2015
Q3 | $12K | Buy |
+300
| New | +$12K | ﹤0.01% | 425 |
|
|
2014
Q1 | – | Sell |
-219
| Closed | -$10K | – | 143 |
|
|
2013
Q4 | $10K | Buy |
+219
| New | +$10K | ﹤0.01% | 401 |
|