Carson Wealth (CWM LLC)’s Advantage Solutions ADV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7K | Buy |
5,320
+4,464
| +521% | +$5.87K | ﹤0.01% | 4420 |
|
|
2025
Q1 | $1K | Buy |
856
+382
| +81% | +$446 | ﹤0.01% | 4844 |
|
|
2024
Q4 | $1K | Buy |
474
+4
| +0.9% | +$8 | ﹤0.01% | 4639 |
|
|
2024
Q3 | $2K | Buy |
470
+372
| +380% | +$1.58K | ﹤0.01% | 4340 |
|
|
2024
Q2 | $0 | Buy |
+98
| New | – | ﹤0.01% | 4550 |
|
|
2023
Q2 | – | Sell |
-935
| Closed | -$1K | – | 4126 |
|
|
2023
Q1 | $1K | Sell |
935
-405
| -30% | -$433 | ﹤0.01% | 3749 |
|
|
2022
Q4 | $3K | Sell |
1,340
-17,071
| -93% | -$38.2K | ﹤0.01% | 3360 |
|
|
2022
Q3 | $39K | Buy |
18,411
+18,360
| +36,000% | +$38.9K | ﹤0.01% | 1777 |
|
|
2022
Q2 | $0 | Sell |
51
-44
| -46% | – | ﹤0.01% | 3725 |
|
|
2022
Q1 | $1K | Buy |
+95
| New | +$1K | ﹤0.01% | 3270 |
|