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 $85.1B AUM 27.35% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BASE Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of Couchbase (BASE) in Q3 2025, closing a stake of 17,208 shares — an estimated $420K sold.

Carson Wealth (CWM LLC) first reported a position in BASE in Q4 2023 and held it in 7 quarters. The position peaked at $420K in Q2 2025. 3 funds tracked by Wall St. Rank hold BASE as of Q3 2025.

  • Carson Wealth (CWM LLC) reported no remaining Couchbase position as of Q3 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 17,208 Couchbase shares in Q3 2025, an estimated $420K.
  • Carson Wealth (CWM LLC) first reported a position in Couchbase in Q4 2023 and held it in 7 quarters.
  • Carson Wealth (CWM LLC)'s Couchbase position peaked at $420K in Q2 2025.
  • 3 funds tracked by Wall St. Rank held Couchbase as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.