Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Coastal Financial CCB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CCB Stock Details CCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$17K Buy
2025
Q2 		$15K Sell
2025
Q1 		$17K Buy
2024
Q4 		$9K Buy
2024
Q3 		$5K Buy
2024
Q2 		$3K Buy
2024
Q1 		$0 Buy
2023
Q2 		– Sell
2023
Q1 		$0 Hold
2022
Q4 		$0 Hold
2022
Q3 		$0 Hold
2022
Q2 		$0 Buy