Carson Wealth (CWM LLC)’s Advantage Solutions ADV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$9K Buy
2025
Q2
$7K Buy
2025
Q1
$1K Buy
2024
Q4
$1K Buy
2024
Q3
$2K Buy
2024
Q2
$0 Buy
2023
Q2
Sell
2023
Q1
$1K Sell
2022
Q4
$3K Sell
2022
Q3
$39K Buy
2022
Q2
$0 Sell
2022
Q1
$1K Buy