Carson Wealth (CWM LLC)’s ATI ATI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $153K | Buy |
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|
2025
Q2 | $70K | Sell |
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|
2025
Q1 | $73K | Sell |
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|
2024
Q4 | $1.64M | Sell |
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|
2024
Q3 | $2.35M | Buy |
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|
2024
Q2 | $38K | Buy |
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|
2024
Q1 | $31K | Sell |
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|
2023
Q4 | $34K | Sell |
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|
2023
Q3 | $35K | Buy |
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|
2023
Q2 | $37K | Buy |
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|
2023
Q1 | $31K | Buy |
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|
2022
Q4 | $21K | Sell |
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|
2022
Q3 | $20K | Buy |
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|
2022
Q2 | $11K | Sell |
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|
2022
Q1 | $17K | Buy |
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|
2021
Q4 | $6K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $2K | Hold |
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|
2017
Q3 | $2K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $43K | Buy |
|