Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Atlas Energy Solutions AESI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AESI Stock Details AESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$150K Buy
11,434
+259
+2% +$3.03K ﹤0.01% 2956
2025
Q4 		$105K Buy
11,175
+9,470
+555% +$95.7K ﹤0.01% 3017
2025
Q3 		$19K Sell
1,705
-530
-24% -$6.49K ﹤0.01% 4139
2025
Q2 		$30K Buy
2,235
+1,586
+244% +$21.7K ﹤0.01% 3637
2025
Q1 		$12K Sell
649
-1,648
-72% -$34.3K ﹤0.01% 3983
2024
Q4 		$51K Sell
2,297
-469
-17% -$10.1K ﹤0.01% 2775
2024
Q3 		$60K Buy
2,766
+886
+47% +$18.3K ﹤0.01% 2556
2024
Q2 		$37K Sell
1,880
-124
-6% -$2.77K ﹤0.01% 2665
2024
Q1 		$45K Buy
2,004
+1,686
+530% +$31.4K ﹤0.01% 2347
2023
Q4 		$5K Buy
318
+308
+3,080% +$5.67K ﹤0.01% 3475
2023
Q3 		$0 Buy
+10
New +$209 ﹤0.01% 4147

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