Carson Wealth (CWM LLC)
BLFS icon

Carson Wealth (CWM LLC)’s BioLife Solutions BLFS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BLFS Stock Details BLFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.91K Buy
205
+66
+47% +$1.46K ﹤0.01% 5109
2025
Q4 		$3K Sell
139
-19
-12% -$497 ﹤0.01% 4950
2025
Q3 		$4K Buy
158
+66
+72% +$1.57K ﹤0.01% 4791
2025
Q2 		$2K Sell
92
-79
-46% -$1.78K ﹤0.01% 4852
2025
Q1 		$4K Buy
171
+58
+51% +$1.53K ﹤0.01% 4513
2024
Q4 		$3K Sell
113
-21
-16% -$523 ﹤0.01% 4381
2024
Q3 		$3K Buy
134
+19
+17% +$449 ﹤0.01% 4242
2024
Q2 		$2K Buy
115
+13
+13% +$252 ﹤0.01% 4168
2024
Q1 		$2K Hold
102
– – ﹤0.01% 3936
2023
Q4 		$2K Sell
102
-503
-83% -$6.42K ﹤0.01% 3780
2023
Q3 		$8K Buy
605
+51
+9% +$804 ﹤0.01% 3227
2023
Q2 		$12K Hold
554
– – ﹤0.01% 2967
2023
Q1 		$12K Buy
554
+240
+76% +$5.4K ﹤0.01% 2835
2022
Q4 		$6K Buy
314
+14
+5% +$289 ﹤0.01% 3054
2022
Q3 		$7K Hold
300
– – ﹤0.01% 2881
2022
Q2 		$4K Buy
300
+269
+868% +$3.95K ﹤0.01% 3052
2022
Q1 		$1K Buy
+31
New +$816 ﹤0.01% 3299

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Invesco
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VCM
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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return