Carson Wealth (CWM LLC)
ATRI

Carson Wealth (CWM LLC)’s Atrion Corp ATRI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ATRI Stock Details ATRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1
Closed – – 5270
2024
Q2 		$0 Sell
1
-2
-67% -$873 ﹤0.01% 5038
2024
Q1 		$1K Buy
+3
New +$1.13K ﹤0.01% 4265

Other funds holding ATRI

HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ATRI Position: Q3 2024 in Review

Carson Wealth (CWM LLC) sold out of Atrion Corp (ATRI) in Q3 2024, closing a stake of 1 share.

Carson Wealth (CWM LLC) first reported a position in ATRI in Q1 2024 and held it in 2 quarters. The position peaked at $1K in Q1 2024. 1 fund tracked by Wall St. Rank holds ATRI as of Q3 2024.

  • Carson Wealth (CWM LLC) reported no remaining Atrion Corp position as of Q3 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1 Atrion Corp share in Q3 2024.
  • Carson Wealth (CWM LLC) first reported a position in Atrion Corp in Q1 2024 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Atrion Corp position peaked at $1K in Q1 2024.
  • 1 fund tracked by Wall St. Rank held Atrion Corp as of Q3 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2024, filed 8 Oct 2024.