Carson Wealth (CWM LLC)’s Atlas Energy Solutions AESI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30K | Buy |
2,235
+1,586
| +244% | +$21.3K | ﹤0.01% | 3635 |
|
|
2025
Q1 | $12K | Sell |
649
-1,648
| -72% | -$30.5K | ﹤0.01% | 3978 |
|
|
2024
Q4 | $51K | Sell |
2,297
-469
| -17% | -$10.4K | ﹤0.01% | 2773 |
|
|
2024
Q3 | $60K | Buy |
2,766
+886
| +47% | +$19.2K | ﹤0.01% | 2554 |
|
|
2024
Q2 | $37K | Sell |
1,880
-124
| -6% | -$2.44K | ﹤0.01% | 2663 |
|
|
2024
Q1 | $45K | Buy |
2,004
+1,686
| +530% | +$37.9K | ﹤0.01% | 2345 |
|
|
2023
Q4 | $5K | Buy |
318
+308
| +3,080% | +$4.84K | ﹤0.01% | 3472 |
|
|
2023
Q3 | $0 | Buy |
+10
| New | – | ﹤0.01% | 4139 |
|