Carson Wealth (CWM LLC)’s Ashland ASH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.18M | Buy |
83,126
+67,575
| +435% | +$3.4M | 0.01% | 651 |
|
|
2025
Q1 | $922K | Buy |
15,551
+10,948
| +238% | +$649K | ﹤0.01% | 1173 |
|
|
2024
Q4 | $329K | Buy |
4,603
+2,548
| +124% | +$182K | ﹤0.01% | 1537 |
|
|
2024
Q3 | $179K | Sell |
2,055
-196
| -9% | -$17.1K | ﹤0.01% | 1812 |
|
|
2024
Q2 | $213K | Buy |
2,251
+1,704
| +312% | +$161K | ﹤0.01% | 1555 |
|
|
2024
Q1 | $53K | Sell |
547
-12
| -2% | -$1.16K | ﹤0.01% | 2247 |
|
|
2023
Q4 | $47K | Buy |
559
+347
| +164% | +$29.2K | ﹤0.01% | 2212 |
|
|
2023
Q3 | $17K | Sell |
212
-38
| -15% | -$3.05K | ﹤0.01% | 2773 |
|
|
2023
Q2 | $22K | Buy |
250
+163
| +187% | +$14.3K | ﹤0.01% | 2559 |
|
|
2023
Q1 | $9K | Sell |
87
-56
| -39% | -$5.79K | ﹤0.01% | 2982 |
|
|
2022
Q4 | $15K | Sell |
143
-7
| -5% | -$734 | ﹤0.01% | 2538 |
|
|
2022
Q3 | $14K | Buy |
150
+127
| +552% | +$11.9K | ﹤0.01% | 2447 |
|
|
2022
Q2 | $2K | Buy |
23
+7
| +44% | +$609 | ﹤0.01% | 3290 |
|
|
2022
Q1 | $2K | Buy |
16
+10
| +167% | +$1.25K | ﹤0.01% | 3116 |
|
|
2021
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 3224 |
|
|
2021
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 2886 |
|
|
2021
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 2886 |
|
|
2020
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 2886 |
|
|
2020
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 2886 |
|
|
2020
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 2886 |
|
|
2020
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 2886 |
|
|
2019
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 2886 |
|
|
2019
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 2886 |
|
|
2019
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 2886 |
|
|
2019
Q1 | $0 | Sell |
4
-3
| -43% | – | ﹤0.01% | 2896 |
|
|
2018
Q4 | $0 | Buy |
+7
| New | – | ﹤0.01% | 2079 |
|
|
2017
Q3 | – | Sell |
-15
| Closed | -$1K | – | 1463 |
|
|
2017
Q2 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 1063 |
|
|
2017
Q1 | – | Sell |
-41
| Closed | -$2K | – | 1165 |
|
|
2016
Q4 | $2K | Buy |
+41
| New | +$2K | ﹤0.01% | 963 |
|