Carson Advisory Inc. Purchases and Sells in Q2 2025

Carson Advisory Inc.

$145 Million
Q2 2025

Top Buys

Incresed Positions

65 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AES	155K + 108.21%	$9.63 - $12.55 $1.49M - $1.94M	298K $3.13M
IBM	580 + 4.07%	$221.03 - $294.78 $128K - $171K	14.8K $4.37M
CGGO	69 + 0.03%	$25.31 - $32.17 $1.75K - $2.22K	226K $7.23M
WHR	1.88K + 21.49%	$75.71 - $101.42 $142K - $190K	10.6K $1.08M
CG	2.3K + 12.48%	$34.78 - $51.4 $80K - $118K	20.7K $1.07M
DAL	1.64K + 5.92%	$35.88 - $52.99 $58.9K - $87K	29.4K $1.44M

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TBUX	12.5K New	$49.52 - $49.9 $621K - $626K	12.5K $623K
GOOGL	2.99K New	$144.7 - $178.6 $433K - $535K	2.99K $527K
AMD	2.45K New	$78.21 - $143.81 $191K - $352K	2.45K $347K
NVO	4.5K New	$58.08 - $81.05 $261K - $365K	4.5K $310K
TT	559 New	$315.21 - $437.41 $176K - $245K	559 $244K
VUG	531 New	$329.49 - $438.4 $175K - $233K	531 $232K

Top Sells

Reduced Positions

66 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-788 - 3.91%	$172.42 - $223.89 $136K - $176K	19.3K $3.97M
UNH	-350 - 29.71%	$274.35 - $599.47 $96K - $210K	828 $258K
UPS	-1.07K - 8.75%	$91.92 - $110.2 $98.6K - $118K	11.2K $1.13M
CVX	-329 - 4.66%	$133.73 - $168.51 $44K - $55.4K	6.73K $963K
WD	-100 - 0.79%	$66.0 - $85.06 $6.6K - $8.51K	12.5K $881K
PCG	-160 - 0.35%	$13.55 - $17.87 $2.17K - $2.86K	45.7K $637K

Activity Summary All Purchases 77 New Holdings 12 Increased Positions 65 All Sells 66 Reductions 66 Sold out 0 Calls 0 Puts 0

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