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