Carson Wealth (CWM LLC)’s Avantor AVTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62K | Buy |
4,632
+380
| +9% | +$5.09K | ﹤0.01% | 3098 |
|
|
2025
Q1 | $69K | Sell |
4,252
-256
| -6% | -$4.15K | ﹤0.01% | 2704 |
|
|
2024
Q4 | $95K | Buy |
4,508
+865
| +24% | +$18.2K | ﹤0.01% | 2307 |
|
|
2024
Q3 | $94K | Sell |
3,643
-993
| -21% | -$25.6K | ﹤0.01% | 2231 |
|
|
2024
Q2 | $98K | Buy |
4,636
+42
| +0.9% | +$888 | ﹤0.01% | 1983 |
|
|
2024
Q1 | $117K | Buy |
4,594
+654
| +17% | +$16.7K | ﹤0.01% | 1782 |
|
|
2023
Q4 | $90K | Sell |
3,940
-2,041
| -34% | -$46.6K | ﹤0.01% | 1820 |
|
|
2023
Q3 | $126K | Buy |
5,981
+79
| +1% | +$1.66K | ﹤0.01% | 1509 |
|
|
2023
Q2 | $121K | Buy |
5,902
+370
| +7% | +$7.59K | ﹤0.01% | 1471 |
|
|
2023
Q1 | $117K | Buy |
5,532
+203
| +4% | +$4.29K | ﹤0.01% | 1410 |
|
|
2022
Q4 | $112K | Sell |
5,329
-1,148
| -18% | -$24.1K | ﹤0.01% | 1328 |
|
|
2022
Q3 | $127K | Sell |
6,477
-771
| -11% | -$15.1K | ﹤0.01% | 1234 |
|
|
2022
Q2 | $225K | Sell |
7,248
-393,720
| -98% | -$12.2M | ﹤0.01% | 996 |
|
|
2022
Q1 | $13.6M | Sell |
400,968
-19,473
| -5% | -$659K | 0.1% | 181 |
|
|
2021
Q4 | $17.7M | Buy |
+420,441
| New | +$17.7M | 0.12% | 162 |
|
|
2021
Q2 | $5K | Hold |
137
| – | – | ﹤0.01% | 2328 |
|
|
2021
Q1 | $5K | Hold |
137
| – | – | ﹤0.01% | 2328 |
|
|
2020
Q4 | $5K | Hold |
137
| – | – | ﹤0.01% | 2328 |
|
|
2020
Q3 | $5K | Hold |
137
| – | – | ﹤0.01% | 2328 |
|
|
2020
Q2 | $5K | Hold |
137
| – | – | ﹤0.01% | 2328 |
|
|
2020
Q1 | $5K | Hold |
137
| – | – | ﹤0.01% | 2328 |
|
|
2019
Q4 | $5K | Hold |
137
| – | – | ﹤0.01% | 2328 |
|
|
2019
Q3 | $5K | Hold |
137
| – | – | ﹤0.01% | 2328 |
|
|
2019
Q2 | $5K | Hold |
137
| – | – | ﹤0.01% | 2328 |
|
|
2019
Q1 | $5K | Buy |
+137
| New | +$5K | ﹤0.01% | 2328 |
|