Carson Wealth (CWM LLC)’s Agilon Health AGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $87K | Buy |
37,802
+1,288
| +4% | +$2.96K | ﹤0.01% | 2837 |
|
|
2025
Q1 | $158K | Buy |
36,514
+24,300
| +199% | +$105K | ﹤0.01% | 2074 |
|
|
2024
Q4 | $23K | Buy |
12,214
+11,773
| +2,670% | +$22.2K | ﹤0.01% | 3331 |
|
|
2024
Q3 | $2K | Sell |
441
-8,640
| -95% | -$39.2K | ﹤0.01% | 4342 |
|
|
2024
Q2 | $59K | Buy |
9,081
+7,288
| +406% | +$47.4K | ﹤0.01% | 2345 |
|
|
2024
Q1 | $11K | Buy |
1,793
+1,285
| +253% | +$7.88K | ﹤0.01% | 3257 |
|
|
2023
Q4 | $6K | Sell |
508
-1,077
| -68% | -$12.7K | ﹤0.01% | 3387 |
|
|
2023
Q3 | $28K | Buy |
1,585
+722
| +84% | +$12.8K | ﹤0.01% | 2441 |
|
|
2023
Q2 | $15K | Buy |
863
+712
| +472% | +$12.4K | ﹤0.01% | 2799 |
|
|
2023
Q1 | $4K | Sell |
151
-185
| -55% | -$4.9K | ﹤0.01% | 3344 |
|
|
2022
Q4 | $5K | Buy |
336
+95
| +39% | +$1.41K | ﹤0.01% | 3134 |
|
|
2022
Q3 | $6K | Buy |
241
+144
| +148% | +$3.59K | ﹤0.01% | 2936 |
|
|
2022
Q2 | $2K | Buy |
+97
| New | +$2K | ﹤0.01% | 3283 |
|
|
2022
Q1 | – | Sell |
-18
| Closed | – | – | 3475 |
|
|
2021
Q4 | $0 | Buy |
+18
| New | – | ﹤0.01% | 3447 |
|