Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Amalgamated Financial AMAL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AMAL Stock Details AMAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$36K Sell
2025
Q2 		$57K Sell
2025
Q1 		$89K Sell
2024
Q4 		$125K Buy
2024
Q3 		$76K Buy
2024
Q2 		$38K Buy
2024
Q1 		$4K Buy