Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Argan AGX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AGX Stock Details AGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.99M Sell
7,319
-292
-4% -$119K 0.01% 907
2025
Q4 		$2.38M Buy
7,611
+80
+1% +$25.4K 0.01% 1075
2025
Q3 		$2.03M Buy
7,531
+1,354
+22% +$310K 0.01% 1090
2025
Q2 		$1.36M Buy
6,177
+339
+6% +$61.1K ﹤0.01% 1110
2025
Q1 		$766K Buy
5,838
+620
+12% +$86.5K ﹤0.01% 1291
2024
Q4 		$715K Buy
5,218
+762
+17% +$105K ﹤0.01% 1244
2024
Q3 		$452K Buy
4,456
+1,999
+81% +$158K ﹤0.01% 1360
2024
Q2 		$180K Buy
2,457
+1,126
+85% +$73.8K ﹤0.01% 1635
2024
Q1 		$67K Buy
1,331
+1,102
+481% +$51.7K ﹤0.01% 2111
2023
Q4 		$11K Buy
229
+94
+70% +$4.29K ﹤0.01% 3112
2023
Q3 		$6K Sell
135
-44
-25% -$1.82K ﹤0.01% 3341
2023
Q2 		$7K Buy
179
+103
+136% +$4.17K ﹤0.01% 3250
2023
Q1 		$3K Buy
76
+61
+407% +$2.4K ﹤0.01% 3458
2022
Q4 		$1K Sell
15
-1
-6% -$35 ﹤0.01% 3675
2022
Q3 		$1K Sell
16
-64
-80% -$2.26K ﹤0.01% 3590
2022
Q2 		$3K Buy
+80
New +$3.06K ﹤0.01% 3155

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VPM
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