Carson Wealth (CWM LLC)’s NCR Atleos NATL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $88K | Buy |
3,076
+192
| +7% | +$5.49K | ﹤0.01% | 2829 |
|
|
2025
Q1 | $76K | Sell |
2,884
-214
| -7% | -$5.64K | ﹤0.01% | 2647 |
|
|
2024
Q4 | $105K | Buy |
3,098
+508
| +20% | +$17.2K | ﹤0.01% | 2253 |
|
|
2024
Q3 | $74K | Buy |
2,590
+70
| +3% | +$2K | ﹤0.01% | 2388 |
|
|
2024
Q2 | $68K | Buy |
2,520
+497
| +25% | +$13.4K | ﹤0.01% | 2246 |
|
|
2024
Q1 | $40K | Buy |
2,023
+1,268
| +168% | +$25.1K | ﹤0.01% | 2450 |
|
|
2023
Q4 | $18K | Buy |
+755
| New | +$18K | ﹤0.01% | 2843 |
|