Carson Wealth (CWM LLC)
BASE

Carson Wealth (CWM LLC)’s Couchbase BASE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BASE Stock Details BASE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-17,208
Closed -$420K – 5263
2025
Q2 		$420K Buy
17,208
+13,017
+311% +$237K ﹤0.01% 1670
2025
Q1 		$66K Buy
4,191
+3,067
+273% +$50.8K ﹤0.01% 2736
2024
Q4 		$18K Buy
1,124
+263
+31% +$4.49K ﹤0.01% 3497
2024
Q3 		$14K Buy
861
+207
+32% +$3.58K ﹤0.01% 3574
2024
Q2 		$12K Buy
654
+614
+1,535% +$14.3K ﹤0.01% 3420
2024
Q1 		$1K Buy
40
+33
+471% +$858 ﹤0.01% 4074
2023
Q4 		$0 Buy
+7
New +$128 ﹤0.01% 4132

Other funds holding BASE

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return