Carson Wealth (CWM LLC)’s ADT ADT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.57M | Buy |
421,693
+86,659
| +26% | +$734K | 0.01% | 702 |
|
|
2025
Q1 | $2.73M | Buy |
335,034
+185,476
| +124% | +$1.51M | 0.01% | 726 |
|
|
2024
Q4 | $1.03M | Buy |
149,558
+97,176
| +186% | +$671K | ﹤0.01% | 1064 |
|
|
2024
Q3 | $379K | Sell |
52,382
-8,522
| -14% | -$61.7K | ﹤0.01% | 1430 |
|
|
2024
Q2 | $463K | Buy |
60,904
+37,180
| +157% | +$283K | ﹤0.01% | 1219 |
|
|
2024
Q1 | $159K | Buy |
23,724
+19,057
| +408% | +$128K | ﹤0.01% | 1618 |
|
|
2023
Q4 | $32K | Buy |
4,667
+220
| +5% | +$1.51K | ﹤0.01% | 2453 |
|
|
2023
Q3 | $27K | Buy |
4,447
+3,966
| +825% | +$24.1K | ﹤0.01% | 2468 |
|
|
2023
Q2 | $3K | Buy |
481
+431
| +862% | +$2.69K | ﹤0.01% | 3584 |
|
|
2023
Q1 | $0 | Sell |
50
-10
| -17% | – | ﹤0.01% | 3996 |
|
|
2022
Q4 | $1K | Buy |
60
+10
| +20% | +$167 | ﹤0.01% | 3666 |
|
|
2022
Q3 | $0 | Sell |
50
-305
| -86% | – | ﹤0.01% | 3856 |
|
|
2022
Q2 | $2K | Buy |
355
+225
| +173% | +$1.27K | ﹤0.01% | 3281 |
|
|
2022
Q1 | $1K | Buy |
+130
| New | +$1K | ﹤0.01% | 3269 |
|