Carson Wealth (CWM LLC)’s Alto Ingredients ALTO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-1
Closed 5673
2025
Q4
$0 Buy
+1
New +$2 ﹤0.01% 5352
2022
Q3
Sell
-34
Closed 3878
2022
Q2
$0 Buy
+34
New +$178 ﹤0.01% 3754
2018
Q3
Sell
-1
Closed 1829
2018
Q2
$0 Buy
+1
New +$3 ﹤0.01% 1682

Other funds holding ALTO

Carson Wealth (CWM LLC)'s ALTO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) sold out of Alto Ingredients (ALTO) in Q1 2026, closing a stake of 1 share.

Carson Wealth (CWM LLC) first reported a position in ALTO in Q2 2018 and held it in 3 quarters. The position peaked at $0 in Q4 2025. 102 funds tracked by Wall St. Rank hold ALTO as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining Alto Ingredients position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1 Alto Ingredients share in Q1 2026.
  • Carson Wealth (CWM LLC) first reported a position in Alto Ingredients in Q2 2018 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s Alto Ingredients position peaked at $0 in Q4 2025.
  • 102 funds tracked by Wall St. Rank held Alto Ingredients as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.