Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Bar Harbor Bankshares BHB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BHB Stock Details BHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$59.6K Buy
1,838
+60
+3% +$1.98K ﹤0.01% 3679
2025
Q4 		$55K Buy
1,778
+615
+53% +$18.7K ﹤0.01% 3529
2025
Q3 		$35K Buy
1,163
+281
+32% +$8.78K ﹤0.01% 3776
2025
Q2 		$26K Sell
882
-36
-4% -$1.05K ﹤0.01% 3728
2025
Q1 		$27K Buy
918
+95
+12% +$2.97K ﹤0.01% 3456
2024
Q4 		$25K Sell
823
-95
-10% -$3.14K ﹤0.01% 3275
2024
Q3 		$28K Buy
918
+427
+87% +$12.8K ﹤0.01% 3136
2024
Q2 		$13K Buy
491
+298
+154% +$7.62K ﹤0.01% 3371
2024
Q1 		$5K Buy
+193
New +$5.03K ﹤0.01% 3632

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