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 Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$420K Buy
17,208
+13,017
2025
Q1 		$66K Buy
4,191
+3,067
2024
Q4 		$18K Buy
1,124
+263
2024
Q3 		$14K Buy
861
+207
2024
Q2 		$12K Buy
654
+614
2024
Q1 		$1K Buy
40
+33
2023
Q4 		$0 Buy
+7