Carson Wealth (CWM LLC)’s Applied Digital APLD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$28K Sell
2,830
-6,676
-70% -$66.1K ﹤0.01% 3683
2025
Q1
$53K Buy
9,506
+5,116
+117% +$28.5K ﹤0.01% 2920
2024
Q4
$34K Buy
4,390
+3,716
+551% +$28.8K ﹤0.01% 3068
2024
Q3
$6K Buy
674
+171
+34% +$1.52K ﹤0.01% 3980
2024
Q2
$3K Hold
503
﹤0.01% 4028
2024
Q1
$2K Hold
503
﹤0.01% 3923
2023
Q4
$3K Hold
503
﹤0.01% 3658
2023
Q3
$3K Hold
503
﹤0.01% 3626
2023
Q2
$5K Hold
503
﹤0.01% 3409
2023
Q1
$1K Hold
503
﹤0.01% 3759
2022
Q4
$1K Hold
503
﹤0.01% 3677
2022
Q3
$1K Hold
503
﹤0.01% 3584
2022
Q2
$1K Buy
+503
New +$1K ﹤0.01% 3469