Carson Wealth (CWM LLC)
CALM icon

Carson Wealth (CWM LLC)’s Cal-Maine CALM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CALM Stock Details CALM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$195K Buy
2,469
+74
+3% +$6.08K ﹤0.01% 2759
2025
Q4 		$191K Buy
2,395
+916
+62% +$80.4K ﹤0.01% 2610
2025
Q3 		$139K Buy
1,479
+198
+15% +$21.1K ﹤0.01% 2727
2025
Q2 		$128K Buy
1,281
+95
+8% +$9.08K ﹤0.01% 2509
2025
Q1 		$108K Sell
1,186
-179
-13% -$17.7K ﹤0.01% 2369
2024
Q4 		$140K Buy
1,365
+651
+91% +$61.4K ﹤0.01% 2062
2024
Q3 		$53K Buy
714
+89
+14% +$6.16K ﹤0.01% 2638
2024
Q2 		$38K Buy
625
+341
+120% +$20.2K ﹤0.01% 2652
2024
Q1 		$17K Buy
284
+115
+68% +$6.54K ﹤0.01% 2999
2023
Q4 		$10K Sell
169
-30
-15% -$1.48K ﹤0.01% 3167
2023
Q3 		$10K Buy
199
+123
+162% +$5.71K ﹤0.01% 3120
2023
Q2 		$3K Sell
76
-197
-72% -$9.78K ﹤0.01% 3609
2023
Q1 		$17K Buy
273
+35
+15% +$1.95K ﹤0.01% 2605
2022
Q4 		$13K Buy
238
+45
+23% +$2.6K ﹤0.01% 2638
2022
Q3 		$11K Buy
193
+119
+161% +$6.5K ﹤0.01% 2609
2022
Q2 		$4K Buy
74
+65
+722% +$3.3K ﹤0.01% 3056
2022
Q1 		$0 Buy
+9
New +$392 ﹤0.01% 3545

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RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return