Carson Wealth (CWM LLC)’s Avnet AVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $154K | Buy |
2,907
+1,743
| +150% | +$92.3K | ﹤0.01% | 2385 |
|
|
2025
Q1 | $56K | Sell |
1,164
-4,105
| -78% | -$197K | ﹤0.01% | 2881 |
|
|
2024
Q4 | $276K | Sell |
5,269
-3,194
| -38% | -$167K | ﹤0.01% | 1642 |
|
|
2024
Q3 | $460K | Buy |
8,463
+3,132
| +59% | +$170K | ﹤0.01% | 1348 |
|
|
2024
Q2 | $274K | Buy |
5,331
+4,560
| +591% | +$234K | ﹤0.01% | 1432 |
|
|
2024
Q1 | $38K | Sell |
771
-18
| -2% | -$887 | ﹤0.01% | 2469 |
|
|
2023
Q4 | $40K | Buy |
789
+148
| +23% | +$7.5K | ﹤0.01% | 2311 |
|
|
2023
Q3 | $31K | Buy |
641
+492
| +330% | +$23.8K | ﹤0.01% | 2377 |
|
|
2023
Q2 | $8K | Sell |
149
-86
| -37% | -$4.62K | ﹤0.01% | 3179 |
|
|
2023
Q1 | $11K | Sell |
235
-235
| -50% | -$11K | ﹤0.01% | 2875 |
|
|
2022
Q4 | $20K | Buy |
470
+371
| +375% | +$15.8K | ﹤0.01% | 2348 |
|
|
2022
Q3 | $4K | Sell |
99
-375
| -79% | -$15.2K | ﹤0.01% | 3132 |
|
|
2022
Q2 | $20K | Buy |
474
+95
| +25% | +$4.01K | ﹤0.01% | 2097 |
|
|
2022
Q1 | $15K | Buy |
379
+352
| +1,304% | +$13.9K | ﹤0.01% | 2239 |
|
|
2021
Q4 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 3227 |
|
|
2018
Q4 | – | Sell |
-49
| Closed | -$2K | – | 2082 |
|
|
2018
Q3 | $2K | Buy |
49
+23
| +88% | +$939 | ﹤0.01% | 1495 |
|
|
2018
Q2 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 1472 |
|
|
2018
Q1 | – | Sell |
-107
| Closed | -$4K | – | 1406 |
|
|
2017
Q4 | $4K | Hold |
107
| – | – | ﹤0.01% | 1119 |
|
|
2017
Q3 | $4K | Buy |
+107
| New | +$4K | ﹤0.01% | 1117 |
|