Carson Wealth (CWM LLC)’s ATI ATI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70K | Sell |
816
-591
| -42% | -$50.7K | ﹤0.01% | 3004 |
|
|
2025
Q1 | $73K | Sell |
1,407
-28,455
| -95% | -$1.48M | ﹤0.01% | 2672 |
|
|
2024
Q4 | $1.64M | Sell |
29,862
-5,312
| -15% | -$292K | 0.01% | 859 |
|
|
2024
Q3 | $2.35M | Buy |
35,174
+34,485
| +5,005% | +$2.31M | 0.01% | 648 |
|
|
2024
Q2 | $38K | Buy |
689
+74
| +12% | +$4.08K | ﹤0.01% | 2648 |
|
|
2024
Q1 | $31K | Sell |
615
-135
| -18% | -$6.81K | ﹤0.01% | 2610 |
|
|
2023
Q4 | $34K | Sell |
750
-94
| -11% | -$4.26K | ﹤0.01% | 2405 |
|
|
2023
Q3 | $35K | Buy |
844
+6
| +0.7% | +$249 | ﹤0.01% | 2301 |
|
|
2023
Q2 | $37K | Buy |
838
+58
| +7% | +$2.56K | ﹤0.01% | 2197 |
|
|
2023
Q1 | $31K | Buy |
780
+61
| +8% | +$2.42K | ﹤0.01% | 2197 |
|
|
2022
Q4 | $21K | Sell |
719
-30
| -4% | -$876 | ﹤0.01% | 2318 |
|
|
2022
Q3 | $20K | Buy |
749
+247
| +49% | +$6.6K | ﹤0.01% | 2204 |
|
|
2022
Q2 | $11K | Sell |
502
-147
| -23% | -$3.22K | ﹤0.01% | 2502 |
|
|
2022
Q1 | $17K | Buy |
649
+274
| +73% | +$7.18K | ﹤0.01% | 2161 |
|
|
2021
Q4 | $6K | Buy |
+375
| New | +$6K | ﹤0.01% | 2596 |
|
|
2018
Q1 | – | Sell |
-72
| Closed | -$2K | – | 1403 |
|
|
2017
Q4 | $2K | Hold |
72
| – | – | ﹤0.01% | 1251 |
|
|
2017
Q3 | $2K | Buy |
+72
| New | +$2K | ﹤0.01% | 1263 |
|
|
2014
Q1 | – | Sell |
-1,246
| Closed | -$43K | – | 164 |
|
|
2013
Q4 | $43K | Buy |
+1,246
| New | +$43K | 0.01% | 259 |
|