Carson Wealth (CWM LLC)’s Avient AVNT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$222K Buy
6,858
+4,289
+167% +$139K ﹤0.01% 2078
2025
Q1
$95K Buy
2,569
+800
+45% +$29.6K ﹤0.01% 2460
2024
Q4
$72K Buy
1,769
+132
+8% +$5.37K ﹤0.01% 2500
2024
Q3
$82K Buy
1,637
+290
+22% +$14.5K ﹤0.01% 2321
2024
Q2
$59K Buy
1,347
+31
+2% +$1.36K ﹤0.01% 2347
2024
Q1
$57K Buy
1,316
+133
+11% +$5.76K ﹤0.01% 2210
2023
Q4
$49K Buy
1,183
+114
+11% +$4.72K ﹤0.01% 2188
2023
Q3
$38K Buy
1,069
+78
+8% +$2.77K ﹤0.01% 2236
2023
Q2
$41K Buy
991
+57
+6% +$2.36K ﹤0.01% 2114
2023
Q1
$38K Buy
934
+9
+1% +$366 ﹤0.01% 2051
2022
Q4
$31K Buy
925
+219
+31% +$7.34K ﹤0.01% 2052
2022
Q3
$21K Buy
706
+464
+192% +$13.8K ﹤0.01% 2179
2022
Q2
$10K Buy
242
+18
+8% +$744 ﹤0.01% 2557
2022
Q1
$11K Buy
224
+67
+43% +$3.29K ﹤0.01% 2395
2021
Q4
$9K Buy
+157
New +$9K ﹤0.01% 2381
2021
Q2
$7K Hold
149
﹤0.01% 2222
2021
Q1
$7K Hold
149
﹤0.01% 2222
2020
Q4
$7K Hold
149
﹤0.01% 2222
2020
Q3
$7K Hold
149
﹤0.01% 2222
2020
Q2
$7K Hold
149
﹤0.01% 2222
2020
Q1
$7K Hold
149
﹤0.01% 2222
2019
Q4
$7K Hold
149
﹤0.01% 2222
2019
Q3
$7K Hold
149
﹤0.01% 2222
2019
Q2
$7K Hold
149
﹤0.01% 2222
2019
Q1
$7K Buy
+149
New +$7K ﹤0.01% 2222
2018
Q3
Sell
-41
Closed -$2K 1833
2018
Q2
$2K Hold
41
﹤0.01% 1346
2018
Q1
$2K Sell
41
-219
-84% -$10.7K ﹤0.01% 1150
2017
Q4
$11K Hold
260
﹤0.01% 847
2017
Q3
$10K Hold
260
﹤0.01% 878
2017
Q2
$10K Hold
260
﹤0.01% 770
2017
Q1
$9K Sell
260
-52
-17% -$1.8K ﹤0.01% 765
2016
Q4
$10K Buy
312
+42
+16% +$1.35K ﹤0.01% 722
2016
Q3
$9K Buy
+270
New +$9K ﹤0.01% 709