Carson Wealth (CWM LLC)’s Albemarle ALB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.01M | Buy |
143,817
+1,392
| +1% | +$87.2K | 0.03% | 415 |
|
|
2025
Q1 | $10.3M | Buy |
142,425
+23,953
| +20% | +$1.73M | 0.04% | 344 |
|
|
2024
Q4 | $10.2M | Buy |
118,472
+114,550
| +2,921% | +$9.86M | 0.04% | 319 |
|
|
2024
Q3 | $371K | Sell |
3,922
-47
| -1% | -$4.45K | ﹤0.01% | 1439 |
|
|
2024
Q2 | $379K | Sell |
3,969
-190
| -5% | -$18.1K | ﹤0.01% | 1293 |
|
|
2024
Q1 | $548K | Buy |
4,159
+680
| +20% | +$89.6K | ﹤0.01% | 1097 |
|
|
2023
Q4 | $503K | Buy |
3,479
+828
| +31% | +$120K | ﹤0.01% | 1060 |
|
|
2023
Q3 | $451K | Sell |
2,651
-67
| -2% | -$11.4K | ﹤0.01% | 1009 |
|
|
2023
Q2 | $606K | Buy |
2,718
+216
| +9% | +$48.2K | ﹤0.01% | 877 |
|
|
2023
Q1 | $553K | Buy |
2,502
+111
| +5% | +$24.5K | ﹤0.01% | 861 |
|
|
2022
Q4 | $519K | Buy |
2,391
+206
| +9% | +$44.7K | ﹤0.01% | 795 |
|
|
2022
Q3 | $578K | Buy |
2,185
+47
| +2% | +$12.4K | ﹤0.01% | 706 |
|
|
2022
Q2 | $447K | Buy |
2,138
+609
| +40% | +$127K | ﹤0.01% | 769 |
|
|
2022
Q1 | $338K | Buy |
1,529
+268
| +21% | +$59.2K | ﹤0.01% | 844 |
|
|
2021
Q4 | $295K | Buy |
+1,261
| New | +$295K | ﹤0.01% | 876 |
|
|
2021
Q2 | $288K | Hold |
1,712
| – | – | ﹤0.01% | 791 |
|
|
2021
Q1 | $288K | Hold |
1,712
| – | – | ﹤0.01% | 791 |
|
|
2020
Q4 | $288K | Hold |
1,712
| – | – | ﹤0.01% | 791 |
|
|
2020
Q3 | $288K | Hold |
1,712
| – | – | ﹤0.01% | 791 |
|
|
2020
Q2 | $288K | Hold |
1,712
| – | – | ﹤0.01% | 791 |
|
|
2020
Q1 | $288K | Hold |
1,712
| – | – | ﹤0.01% | 791 |
|
|
2019
Q4 | $288K | Hold |
1,712
| – | – | ﹤0.01% | 791 |
|
|
2019
Q3 | $288K | Hold |
1,712
| – | – | ﹤0.01% | 791 |
|
|
2019
Q2 | $288K | Hold |
1,712
| – | – | ﹤0.01% | 791 |
|
|
2019
Q1 | $288K | Buy |
1,712
+1,633
| +2,067% | +$275K | ﹤0.01% | 791 |
|
|
2018
Q4 | $6K | Buy |
79
+54
| +216% | +$4.1K | ﹤0.01% | 1463 |
|
|
2018
Q3 | $2K | Buy |
25
+14
| +127% | +$1.12K | ﹤0.01% | 1490 |
|
|
2018
Q2 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 1463 |
|
|
2018
Q1 | – | Sell |
-38
| Closed | -$5K | – | 1391 |
|
|
2017
Q4 | $5K | Hold |
38
| – | – | ﹤0.01% | 1067 |
|
|
2017
Q3 | $5K | Buy |
+38
| New | +$5K | ﹤0.01% | 1061 |
|