Carson Wealth (CWM LLC)’s Avista AVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $760K | Buy |
18,922
+5,344
| +39% | +$216K | ﹤0.01% | 1720 |
|
|
2025
Q4 | $523K | Buy |
13,578
+1,256
| +10% | +$49K | ﹤0.01% | 1886 |
|
|
2025
Q3 | $466K | Buy |
12,322
+571
| +5% | +$21.2K | ﹤0.01% | 1843 |
|
|
2025
Q2 | $446K | Buy |
11,751
+5,650
| +93% | +$223K | ﹤0.01% | 1640 |
|
|
2025
Q1 | $255K | Sell |
6,101
-65
| -1% | -$2.47K | ﹤0.01% | 1769 |
|
|
2024
Q4 | $226K | Sell |
6,166
-850
| -12% | -$31.9K | ﹤0.01% | 1745 |
|
|
2024
Q3 | $272K | Sell |
7,016
-99
| -1% | -$3.74K | ﹤0.01% | 1595 |
|
|
2024
Q2 | $246K | Buy |
7,115
+1,730
| +32% | +$61.8K | ﹤0.01% | 1479 |
|
|
2024
Q1 | $189K | Sell |
5,385
-13
| -0.2% | -$443 | ﹤0.01% | 1543 |
|
|
2023
Q4 | $193K | Buy |
5,398
+184
| +4% | +$6.23K | ﹤0.01% | 1439 |
|
|
2023
Q3 | $169K | Sell |
5,214
-2,124
| -29% | -$75.9K | ﹤0.01% | 1372 |
|
|
2023
Q2 | $288K | Buy |
7,338
+97
| +1% | +$4.11K | ﹤0.01% | 1121 |
|
|
2023
Q1 | $307K | Buy |
7,241
+178
| +3% | +$7.37K | ﹤0.01% | 1050 |
|
|
2022
Q4 | $313K | Sell |
7,063
-49
| -0.7% | -$1.96K | ﹤0.01% | 940 |
|
|
2022
Q3 | $263K | Buy |
7,112
+159
| +2% | +$6.65K | ﹤0.01% | 949 |
|
|
2022
Q2 | $303K | Buy |
6,953
+566
| +9% | +$24.3K | ﹤0.01% | 889 |
|
|
2022
Q1 | $288K | Sell |
6,387
-391
| -6% | -$17.2K | ﹤0.01% | 895 |
|
|
2021
Q4 | $288K | Buy |
+6,778
| New | +$273K | ﹤0.01% | 889 |
|
|
2021
Q2 | $296K | Hold |
6,939
| – | – | ﹤0.01% | 786 |
|
|
2021
Q1 | $296K | Hold |
6,939
| – | – | ﹤0.01% | 786 |
|
|
2020
Q4 | $296K | Hold |
6,939
| – | – | ﹤0.01% | 786 |
|
|
2020
Q3 | $296K | Hold |
6,939
| – | – | ﹤0.01% | 786 |
|
|
2020
Q2 | $296K | Hold |
6,939
| – | – | ﹤0.01% | 786 |
|
|
2020
Q1 | $296K | Hold |
6,939
| – | – | ﹤0.01% | 786 |
|
|
2019
Q4 | $296K | Hold |
6,939
| – | – | ﹤0.01% | 786 |
|
|
2019
Q3 | $296K | Hold |
6,939
| – | – | ﹤0.01% | 786 |
|
|
2019
Q2 | $296K | Hold |
6,939
| – | – | ﹤0.01% | 786 |
|
|
2019
Q1 | $296K | Buy |
6,939
+6,539
| +1,635% | +$269K | ﹤0.01% | 786 |
|
|
2018
Q4 | $17K | Buy |
+400
| New | +$19.8K | ﹤0.01% | 1185 |
|
|
2014
Q1 | – | Sell |
-50
| Closed | -$1K | – | 171 |
|
|
2013
Q4 | $1K | Buy |
+50
| New | +$1.37K | ﹤0.01% | 603 |
|
Other funds holding AVA
VPM
VCM
WHG
