Carson Wealth (CWM LLC)’s Alignment Healthcare ALHC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$746K	Buy	42,353 +311	+0.7%	+$6.25K	﹤0.01%	1731
2025 Q4	$830K	Buy	42,042 +2,531	+6%	+$45.5K	﹤0.01%	1609
2025 Q3	$689K	Buy	39,511 +30,711	+349%	+$455K	﹤0.01%	1619
2025 Q2	$123K	Sell	8,800 -1,753	-17%	-$28.2K	﹤0.01%	2545
2025 Q1	$196K	Buy	10,553 +6,112	+138%	+$91.1K	﹤0.01%	1931
2024 Q4	$50K	Buy	4,441 +1,056	+31%	+$12.3K	﹤0.01%	2794
2024 Q3	$40K	Buy	3,385 +2,142	+172%	+$20.3K	﹤0.01%	2859
2024 Q2	$10K	Buy	1,243 +1,098	+757%	+$7.17K	﹤0.01%	3517
2024 Q1	$1K	Sell	145 -76	-34%	-$486	﹤0.01%	4061
2023 Q4	$2K	Buy	221 +97	+78%	+$709	﹤0.01%	3771
2023 Q3	$1K	Buy	124 +42	+51%	+$253	﹤0.01%	3908
2023 Q2	$0	Sell	82 -595	-88%	-$3.85K	﹤0.01%	4148
2023 Q1	$4K	Buy	677 +499	+280%	+$4.76K	﹤0.01%	3349
2022 Q4	$2K	Hold	178	–	–	﹤0.01%	3495
2022 Q3	$2K	Hold	178	–	–	﹤0.01%	3407
2022 Q2	$2K	Sell	178 -2	-1%	-$21	﹤0.01%	3292
2022 Q1	$2K	Buy	180 +173	+2,471%	+$1.56K	﹤0.01%	3124
2021 Q4	$0	Buy	+7	New	+$123	﹤0.01%	3473