Carson Wealth (CWM LLC)’s AdaptHealth AHCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $99K | Buy |
10,471
+9,841
| +1,562% | +$93K | ﹤0.01% | 2726 |
|
|
2025
Q1 | $7K | Sell |
630
-371
| -37% | -$4.12K | ﹤0.01% | 4252 |
|
|
2024
Q4 | $10K | Sell |
1,001
-1,201
| -55% | -$12K | ﹤0.01% | 3837 |
|
|
2024
Q3 | $25K | Sell |
2,202
-652
| -23% | -$7.4K | ﹤0.01% | 3209 |
|
|
2024
Q2 | $29K | Buy |
2,854
+828
| +41% | +$8.41K | ﹤0.01% | 2846 |
|
|
2024
Q1 | $23K | Buy |
2,026
+1,202
| +146% | +$13.6K | ﹤0.01% | 2789 |
|
|
2023
Q4 | $6K | Buy |
824
+352
| +75% | +$2.56K | ﹤0.01% | 3388 |
|
|
2023
Q3 | $4K | Buy |
+472
| New | +$4K | ﹤0.01% | 3518 |
|
|
2023
Q2 | – | Sell |
-167
| Closed | -$2K | – | 4131 |
|
|
2023
Q1 | $2K | Sell |
167
-229
| -58% | -$2.74K | ﹤0.01% | 3600 |
|
|
2022
Q4 | $8K | Buy |
396
+21
| +6% | +$424 | ﹤0.01% | 2897 |
|
|
2022
Q3 | $7K | Buy |
375
+360
| +2,400% | +$6.72K | ﹤0.01% | 2871 |
|
|
2022
Q2 | $0 | Buy |
+15
| New | – | ﹤0.01% | 3728 |
|