Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Amerant Bancorp AMTB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AMTB Stock Details AMTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$91K Buy
2025
Q2 		$34K Buy
2025
Q1 		$33K Buy
2024
Q4 		$10K Buy
2024
Q3 		$6K Buy
2024
Q2 		$2K Buy
2024
Q1 		$0 Buy
2023
Q4 		$0 Hold
2023
Q3 		$0 Hold
2023
Q2 		$0 Buy