Carson Wealth (CWM LLC)
ADVM

Carson Wealth (CWM LLC)’s Adverum Biotechnologies ADVM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ADVM Stock Details ADVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-33
Closed – – 5345
2025
Q3 		$0 Sell
33
-2,120
-98% -$6.25K ﹤0.01% 5233
2025
Q2 		$5K Buy
2,153
+375
+21% +$1.05K ﹤0.01% 4580
2025
Q1 		$8K Buy
1,778
+1,694
+2,017% +$7.63K ﹤0.01% 4195
2024
Q4 		$0 Sell
84
-161
-66% -$1.08K ﹤0.01% 4879
2024
Q3 		$2K Buy
+245
New +$1.78K ﹤0.01% 4343

Carson Wealth (CWM LLC)'s ADVM Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of Adverum Biotechnologies (ADVM) in Q4 2025, closing a stake of 33 shares.

Carson Wealth (CWM LLC) first reported a position in ADVM in Q3 2024 and held it in 5 quarters. The position peaked at $8K in Q1 2025. 0 funds tracked by Wall St. Rank hold ADVM as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining Adverum Biotechnologies position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 33 Adverum Biotechnologies shares in Q4 2025.
  • Carson Wealth (CWM LLC) first reported a position in Adverum Biotechnologies in Q3 2024 and held it in 5 quarters.
  • Carson Wealth (CWM LLC)'s Adverum Biotechnologies position peaked at $8K in Q1 2025.
  • 0 funds tracked by Wall St. Rank held Adverum Biotechnologies as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.