Carson Wealth (CWM LLC)’s Adtran ADTN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63K | Sell |
7,065
-6,295
| -47% | -$56.1K | ﹤0.01% | 3088 |
|
|
2025
Q1 | $116K | Buy |
13,360
+8,214
| +160% | +$71.3K | ﹤0.01% | 2293 |
|
|
2024
Q4 | $43K | Buy |
5,146
+207
| +4% | +$1.73K | ﹤0.01% | 2903 |
|
|
2024
Q3 | $29K | Buy |
4,939
+3,264
| +195% | +$19.2K | ﹤0.01% | 3102 |
|
|
2024
Q2 | $9K | Sell |
1,675
-1,560
| -48% | -$8.38K | ﹤0.01% | 3576 |
|
|
2024
Q1 | $18K | Buy |
3,235
+1,530
| +90% | +$8.51K | ﹤0.01% | 2955 |
|
|
2023
Q4 | $13K | Buy |
1,705
+64
| +4% | +$488 | ﹤0.01% | 3014 |
|
|
2023
Q3 | $14K | Sell |
1,641
-276
| -14% | -$2.36K | ﹤0.01% | 2904 |
|
|
2023
Q2 | $20K | Buy |
1,917
+1,862
| +3,385% | +$19.4K | ﹤0.01% | 2623 |
|
|
2023
Q1 | $1K | Sell |
55
-228
| -81% | -$4.15K | ﹤0.01% | 3748 |
|
|
2022
Q4 | $5K | Buy |
283
+232
| +455% | +$4.1K | ﹤0.01% | 3132 |
|
|
2022
Q3 | $1K | Buy |
51
+11
| +28% | +$216 | ﹤0.01% | 3580 |
|
|
2022
Q2 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 3461 |
|
|
2016
Q2 | – | Sell |
-167
| Closed | -$3K | – | 783 |
|
|
2016
Q1 | $3K | Sell |
167
-426
| -72% | -$7.65K | ﹤0.01% | 640 |
|
|
2015
Q4 | $10K | Sell |
593
-525
| -47% | -$8.85K | ﹤0.01% | 461 |
|
|
2015
Q3 | $16K | Buy |
+1,118
| New | +$16K | ﹤0.01% | 389 |
|
|
2015
Q2 | – | Sell |
-347,899
| Closed | -$6.5M | – | 185 |
|
|
2015
Q1 | $6.5M | Buy |
347,899
+121,147
| +53% | +$2.26M | 0.66% | 56 |
|
|
2014
Q4 | $4.94M | Buy |
+226,752
| New | +$4.94M | 0.6% | 54 |
|
|
2013
Q4 | – | Sell |
-200
| Closed | -$5K | – | 578 |
|
|
2013
Q3 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 372 |
|