Carson Wealth (CWM LLC)
AVDL

Carson Wealth (CWM LLC)’s Avadel Pharmaceuticals AVDL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AVDL Stock Details AVDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,550
Closed -$55K – 5679
2025
Q4 		$55K Buy
2,550
+18
+0.7% +$349 ﹤0.01% 3528
2025
Q3 		$39K Buy
2,532
+47
+2% +$612 ﹤0.01% 3715
2025
Q2 		$22K Buy
2,485
+705
+40% +$6.19K ﹤0.01% 3837
2025
Q1 		$14K Sell
1,780
-295
-14% -$2.47K ﹤0.01% 3902
2024
Q4 		$22K Buy
2,075
+1,960
+1,704% +$23.8K ﹤0.01% 3365
2024
Q3 		$2K Buy
115
+16
+16% +$244 ﹤0.01% 4355
2024
Q2 		$1K Hold
99
– – ﹤0.01% 4309
2024
Q1 		$2K Buy
+99
New +$1.47K ﹤0.01% 3929

Other funds holding AVDL

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AVDL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) sold out of Avadel Pharmaceuticals (AVDL) in Q1 2026, closing a stake of 2,550 shares — an estimated $55K sold.

Carson Wealth (CWM LLC) first reported a position in AVDL in Q1 2024 and held it in 8 quarters. The position peaked at $55K in Q4 2025. 2 funds tracked by Wall St. Rank hold AVDL as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining Avadel Pharmaceuticals position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 2,550 Avadel Pharmaceuticals shares in Q1 2026, an estimated $55K.
  • Carson Wealth (CWM LLC) first reported a position in Avadel Pharmaceuticals in Q1 2024 and held it in 8 quarters.
  • Carson Wealth (CWM LLC)'s Avadel Pharmaceuticals position peaked at $55K in Q4 2025.
  • 2 funds tracked by Wall St. Rank held Avadel Pharmaceuticals as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.