Carson Wealth (CWM LLC)’s Allient ALNT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$50K Sell
1,365
-525
-28% -$19.2K ﹤0.01% 3266
2025
Q1
$42K Buy
1,890
+969
+105% +$21.5K ﹤0.01% 3103
2024
Q4
$22K Buy
921
+416
+82% +$9.94K ﹤0.01% 3361
2024
Q3
$10K Sell
505
-501
-50% -$9.92K ﹤0.01% 3761
2024
Q2
$25K Buy
1,006
+894
+798% +$22.2K ﹤0.01% 2956
2024
Q1
$4K Buy
112
+39
+53% +$1.39K ﹤0.01% 3720
2023
Q4
$2K Hold
73
﹤0.01% 3769
2023
Q3
$2K Hold
73
﹤0.01% 3744
2023
Q2
$3K Hold
73
﹤0.01% 3586
2023
Q1
$3K Hold
73
﹤0.01% 3457
2022
Q4
$3K Hold
73
﹤0.01% 3364
2022
Q3
$2K Hold
73
﹤0.01% 3403
2022
Q2
$2K Buy
+73
New +$2K ﹤0.01% 3285