Carson Wealth (CWM LLC)’s Antero Midstream AM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $195K | Buy |
10,305
+833
| +9% | +$15.8K | ﹤0.01% | 2195 |
|
|
2025
Q1 | $170K | Buy |
9,472
+629
| +7% | +$11.3K | ﹤0.01% | 2036 |
|
|
2024
Q4 | $133K | Buy |
8,843
+728
| +9% | +$10.9K | ﹤0.01% | 2085 |
|
|
2024
Q3 | $122K | Buy |
8,115
+768
| +10% | +$11.5K | ﹤0.01% | 2068 |
|
|
2024
Q2 | $108K | Buy |
7,347
+278
| +4% | +$4.09K | ﹤0.01% | 1918 |
|
|
2024
Q1 | $99K | Buy |
7,069
+1,030
| +17% | +$14.4K | ﹤0.01% | 1889 |
|
|
2023
Q4 | $76K | Sell |
6,039
-1,082
| -15% | -$13.6K | ﹤0.01% | 1909 |
|
|
2023
Q3 | $85K | Buy |
7,121
+160
| +2% | +$1.91K | ﹤0.01% | 1728 |
|
|
2023
Q2 | $81K | Buy |
6,961
+524
| +8% | +$6.1K | ﹤0.01% | 1676 |
|
|
2023
Q1 | $68K | Buy |
6,437
+433
| +7% | +$4.57K | ﹤0.01% | 1694 |
|
|
2022
Q4 | $65K | Buy |
6,004
+2,827
| +89% | +$30.6K | ﹤0.01% | 1583 |
|
|
2022
Q3 | $29K | Sell |
3,177
-207
| -6% | -$1.89K | ﹤0.01% | 1974 |
|
|
2022
Q2 | $31K | Buy |
3,384
+1,965
| +138% | +$18K | ﹤0.01% | 1856 |
|
|
2022
Q1 | $15K | Hold |
1,419
| – | – | ﹤0.01% | 2237 |
|
|
2021
Q4 | $14K | Buy |
+1,419
| New | +$14K | ﹤0.01% | 2151 |
|
|
2021
Q2 | $13K | Hold |
1,233
| – | – | ﹤0.01% | 1969 |
|
|
2021
Q1 | $13K | Hold |
1,233
| – | – | ﹤0.01% | 1969 |
|
|
2020
Q4 | $13K | Hold |
1,233
| – | – | ﹤0.01% | 1969 |
|
|
2020
Q3 | $13K | Hold |
1,233
| – | – | ﹤0.01% | 1969 |
|
|
2020
Q2 | $13K | Hold |
1,233
| – | – | ﹤0.01% | 1969 |
|
|
2020
Q1 | $13K | Hold |
1,233
| – | – | ﹤0.01% | 1969 |
|
|
2019
Q4 | $13K | Hold |
1,233
| – | – | ﹤0.01% | 1969 |
|
|
2019
Q3 | $13K | Hold |
1,233
| – | – | ﹤0.01% | 1969 |
|
|
2019
Q2 | $13K | Hold |
1,233
| – | – | ﹤0.01% | 1969 |
|
|
2019
Q1 | $13K | Buy |
+1,233
| New | +$13K | ﹤0.01% | 1969 |
|
|
2018
Q1 | – | Sell |
-272
| Closed | -$5K | – | 1394 |
|
|
2017
Q4 | $5K | Sell |
272
-38
| -12% | -$699 | ﹤0.01% | 1068 |
|
|
2017
Q3 | $6K | Buy |
+310
| New | +$6K | ﹤0.01% | 1012 |
|