Carson Wealth (CWM LLC)’s AdaptHealth AHCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $344K | Buy |
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|
2025
Q4 | $97K | Sell |
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|
2025
Q3 | $110K | Buy |
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|
2025
Q2 | $99K | Buy |
|
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|
2025
Q1 | $7K | Sell |
|
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|
2024
Q4 | $10K | Sell |
|
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|
2024
Q3 | $25K | Sell |
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|
2024
Q2 | $29K | Buy |
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|
2024
Q1 | $23K | Buy |
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|
2023
Q4 | $6K | Buy |
|
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|
2023
Q3 | $4K | Buy |
|
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $2K | Sell |
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|
2022
Q4 | $8K | Buy |
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|
2022
Q3 | $7K | Buy |
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|
2022
Q2 | $0 | Buy |
|