Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s CrossAmerica Partners CAPL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CAPL Stock Details CAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$53K Hold
2025
Q2 		$52K Hold
2025
Q1 		$61K Hold
2024
Q4 		$55K Hold
2024
Q3 		$52K Hold
2024
Q2 		$50K Hold
2024
Q1 		$57K Hold
2023
Q4 		$57K Hold
2023
Q3 		$54K Hold
2023
Q2 		$49K Hold
2023
Q1 		$54K Buy