Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s BioNTech BNTX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BNTX Stock Details BNTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$26.6K Buy
299
+30
+11% +$3.08K ﹤0.01% 4256
2025
Q4 		$26K Sell
269
-1
-0.4% -$101 ﹤0.01% 4011
2025
Q3 		$27K Sell
270
-42
-13% -$4.49K ﹤0.01% 3939
2025
Q2 		$33K Sell
312
-20
-6% -$2.02K ﹤0.01% 3576
2025
Q1 		$30K Buy
332
+26
+8% +$2.91K ﹤0.01% 3377
2024
Q4 		$35K Sell
306
-31
-9% -$3.54K ﹤0.01% 3046
2024
Q3 		$40K Sell
337
-965
-74% -$88.7K ﹤0.01% 2863
2024
Q2 		$105K Sell
1,302
-100
-7% -$9.14K ﹤0.01% 1946
2024
Q1 		$129K Buy
1,402
+1,152
+461% +$110K ﹤0.01% 1734
2023
Q4 		$26K Buy
250
+217
+658% +$21.9K ﹤0.01% 2589
2023
Q3 		$4K Sell
33
-25
-43% -$2.77K ﹤0.01% 3532
2023
Q2 		$6K Sell
58
-25
-30% -$2.81K ﹤0.01% 3324
2023
Q1 		$10K Buy
83
+75
+938% +$10.3K ﹤0.01% 2930
2022
Q4 		$1K Sell
8
-50
-86% -$7.69K ﹤0.01% 3701
2022
Q3 		$8K Sell
58
-15
-21% -$2.29K ﹤0.01% 2796
2022
Q2 		$11K Hold
73
– – ﹤0.01% 2509
2022
Q1 		$12K Buy
73
+1
+1% +$168 ﹤0.01% 2356
2021
Q4 		$18K Buy
+72
New +$19.7K ﹤0.01% 2040

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