Carson Wealth (CWM LLC)’s AutoNation AN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.41M | Buy |
12,152
+6,335
| +109% | +$1.26M | 0.01% | 887 |
|
2025
Q1 | $942K | Buy |
5,817
+4,933
| +558% | +$799K | ﹤0.01% | 1157 |
|
2024
Q4 | $150K | Sell |
884
-100
| -10% | -$17K | ﹤0.01% | 2016 |
|
2024
Q3 | $176K | Sell |
984
-71
| -7% | -$12.7K | ﹤0.01% | 1821 |
|
2024
Q2 | $168K | Buy |
1,055
+215
| +26% | +$34.2K | ﹤0.01% | 1676 |
|
2024
Q1 | $139K | Buy |
840
+657
| +359% | +$109K | ﹤0.01% | 1687 |
|
2023
Q4 | $27K | Sell |
183
-71
| -28% | -$10.5K | ﹤0.01% | 2569 |
|
2023
Q3 | $38K | Sell |
254
-130
| -34% | -$19.4K | ﹤0.01% | 2234 |
|
2023
Q2 | $63K | Sell |
384
-12
| -3% | -$1.97K | ﹤0.01% | 1822 |
|
2023
Q1 | $53K | Buy |
396
+61
| +18% | +$8.16K | ﹤0.01% | 1832 |
|
2022
Q4 | $36K | Sell |
335
-135
| -29% | -$14.5K | ﹤0.01% | 1949 |
|
2022
Q3 | $48K | Buy |
470
+11
| +2% | +$1.12K | ﹤0.01% | 1671 |
|
2022
Q2 | $51K | Buy |
459
+162
| +55% | +$18K | ﹤0.01% | 1615 |
|
2022
Q1 | $30K | Buy |
297
+118
| +66% | +$11.9K | ﹤0.01% | 1833 |
|
2021
Q4 | $21K | Buy |
+179
| New | +$21K | ﹤0.01% | 1957 |
|
2021
Q2 | $15K | Hold |
162
| – | – | ﹤0.01% | 1910 |
|
2021
Q1 | $15K | Hold |
162
| – | – | ﹤0.01% | 1910 |
|
2020
Q4 | $15K | Hold |
162
| – | – | ﹤0.01% | 1910 |
|
2020
Q3 | $15K | Hold |
162
| – | – | ﹤0.01% | 1910 |
|
2020
Q2 | $15K | Hold |
162
| – | – | ﹤0.01% | 1910 |
|
2020
Q1 | $15K | Hold |
162
| – | – | ﹤0.01% | 1910 |
|
2019
Q4 | $15K | Hold |
162
| – | – | ﹤0.01% | 1910 |
|
2019
Q3 | $15K | Hold |
162
| – | – | ﹤0.01% | 1910 |
|
2019
Q2 | $15K | Hold |
162
| – | – | ﹤0.01% | 1910 |
|
2019
Q1 | $15K | Buy |
+162
| New | +$15K | ﹤0.01% | 1910 |
|