Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Calix CALX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CALX Stock Details CALX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$60.1K Sell
1,226
-44
-3% -$2.31K ﹤0.01% 3673
2025
Q4 		$67K Sell
1,270
-237
-16% -$13.8K ﹤0.01% 3381
2025
Q3 		$92K Buy
1,507
+172
+13% +$9.91K ﹤0.01% 3042
2025
Q2 		$71K Buy
1,335
+707
+113% +$30.2K ﹤0.01% 2998
2025
Q1 		$22K Buy
628
+165
+36% +$6.12K ﹤0.01% 3593
2024
Q4 		$16K Sell
463
-133
-22% -$4.68K ﹤0.01% 3566
2024
Q3 		$23K Buy
596
+127
+27% +$4.67K ﹤0.01% 3263
2024
Q2 		$17K Sell
469
-143
-23% -$4.6K ﹤0.01% 3206
2024
Q1 		$20K Buy
612
+599
+4,608% +$22.3K ﹤0.01% 2899
2023
Q4 		$1K Sell
13
-229
-95% -$9.16K ﹤0.01% 3905
2023
Q3 		$11K Buy
242
+200
+476% +$9.05K ﹤0.01% 3069
2023
Q2 		$2K Buy
42
+16
+62% +$771 ﹤0.01% 3759
2023
Q1 		$1K Sell
26
-93
-78% -$5.07K ﹤0.01% 3782
2022
Q4 		$8K Buy
119
+15
+14% +$1.01K ﹤0.01% 2910
2022
Q3 		$6K Buy
104
+83
+395% +$4.44K ﹤0.01% 2947
2022
Q2 		$1K Hold
21
– – ﹤0.01% 3495
2022
Q1 		$1K Buy
21
+17
+425% +$860 ﹤0.01% 3305
2021
Q4 		$0 Buy
+4
New +$261 ﹤0.01% 3502

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