Carson Wealth (CWM LLC)’s AdvanSix ASIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $411K | Buy |
16,838
+13,378
| +387% | +$253K | ﹤0.01% | 2157 |
|
|
2025
Q4 | $60K | Sell |
3,460
-7,355
| -68% | -$129K | ﹤0.01% | 3456 |
|
|
2025
Q3 | $210K | Buy |
10,815
+3,221
| +42% | +$67.7K | ﹤0.01% | 2402 |
|
|
2025
Q2 | $180K | Buy |
7,594
+7,171
| +1,695% | +$162K | ﹤0.01% | 2266 |
|
|
2025
Q1 | $10K | Sell |
423
-142
| -25% | -$3.95K | ﹤0.01% | 4089 |
|
|
2024
Q4 | $16K | Buy |
565
+149
| +36% | +$4.51K | ﹤0.01% | 3564 |
|
|
2024
Q3 | $13K | Buy |
416
+69
| +20% | +$1.88K | ﹤0.01% | 3609 |
|
|
2024
Q2 | $8K | Sell |
347
-971
| -74% | -$24.2K | ﹤0.01% | 3645 |
|
|
2024
Q1 | $38K | Buy |
1,318
+938
| +247% | +$25.1K | ﹤0.01% | 2470 |
|
|
2023
Q4 | $11K | Buy |
380
+235
| +162% | +$6.53K | ﹤0.01% | 3115 |
|
|
2023
Q3 | $5K | Sell |
145
-14
| -9% | -$486 | ﹤0.01% | 3419 |
|
|
2023
Q2 | $6K | Sell |
159
-56
| -26% | -$2.03K | ﹤0.01% | 3321 |
|
|
2023
Q1 | $8K | Sell |
215
-79
| -27% | -$3.16K | ﹤0.01% | 3054 |
|
|
2022
Q4 | $11K | Buy |
294
+71
| +32% | +$2.66K | ﹤0.01% | 2732 |
|
|
2022
Q3 | $7K | Buy |
223
+32
| +17% | +$1.15K | ﹤0.01% | 2879 |
|
|
2022
Q2 | $6K | Buy |
191
+39
| +26% | +$1.74K | ﹤0.01% | 2849 |
|
|
2022
Q1 | $8K | Buy |
152
+52
| +52% | +$2.32K | ﹤0.01% | 2587 |
|
|
2021
Q4 | $5K | Buy |
+100
| New | +$4.61K | ﹤0.01% | 2693 |
|
|
2021
Q2 | $3K | Hold |
91
| – | – | ﹤0.01% | 2493 |
|
|
2021
Q1 | $3K | Hold |
91
| – | – | ﹤0.01% | 2493 |
|
|
2020
Q4 | $3K | Hold |
91
| – | – | ﹤0.01% | 2493 |
|
|
2020
Q3 | $3K | Hold |
91
| – | – | ﹤0.01% | 2493 |
|
|
2020
Q2 | $3K | Hold |
91
| – | – | ﹤0.01% | 2493 |
|
|
2020
Q1 | $3K | Hold |
91
| – | – | ﹤0.01% | 2493 |
|
|
2019
Q4 | $3K | Hold |
91
| – | – | ﹤0.01% | 2493 |
|
|
2019
Q3 | $3K | Hold |
91
| – | – | ﹤0.01% | 2493 |
|
|
2019
Q2 | $3K | Hold |
91
| – | – | ﹤0.01% | 2493 |
|
|
2019
Q1 | $3K | Buy |
91
+47
| +107% | +$1.43K | ﹤0.01% | 2493 |
|
|
2018
Q4 | $1K | Buy |
44
+13
| +42% | +$361 | ﹤0.01% | 1835 |
|
|
2018
Q3 | $1K | Sell |
31
-1
| -3% | -$36 | ﹤0.01% | 1612 |
|
|
2018
Q2 | $1K | Sell |
32
-1
| -3% | -$37 | ﹤0.01% | 1475 |
|
|
2018
Q1 | $1K | Buy |
33
+1
| +3% | +$39 | ﹤0.01% | 1241 |
|
|
2017
Q4 | $1K | Hold |
32
| – | – | ﹤0.01% | 1327 |
|
|
2017
Q3 | $1K | Hold |
32
| – | – | ﹤0.01% | 1341 |
|
|
2017
Q2 | $1K | Hold |
32
| – | – | ﹤0.01% | 1065 |
|
|
2017
Q1 | $1K | Sell |
32
-17
| -35% | -$440 | ﹤0.01% | 1032 |
|
|
2016
Q4 | $1K | Buy |
+49
| New | +$880 | ﹤0.01% | 1032 |
|
Other funds holding ASIX
AF
VCM
CM
Carson Wealth (CWM LLC)'s ASIX Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its AdvanSix (ASIX) stake by 387% in Q1 2026, buying an estimated $253K and bringing the position to 16,838 shares worth $411K. The position accounts for ﹤0.01% of the portfolio, ranked #2157.
Carson Wealth (CWM LLC) first reported a position in ASIX in Q4 2016 and has held it in 37 quarters since. 265 funds tracked by Wall St. Rank hold ASIX as of Q1 2026.
- Carson Wealth (CWM LLC) held 16,838 shares of AdvanSix worth $411K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 13,378 AdvanSix shares in Q1 2026, an estimated $253K.
- AdvanSix made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2157 holding.
- Carson Wealth (CWM LLC) first reported a position in AdvanSix in Q4 2016 and has held it in 37 quarters since.
- 265 funds tracked by Wall St. Rank held AdvanSix as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.