Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Capital City Bank Group CCBG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CCBG Stock Details CCBG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$95K Buy
2025
Q2 		$37K Buy
2025
Q1 		$29K Buy
2024
Q4 		$25K Buy
2024
Q3 		$22K Buy
2024
Q2 		$12K Buy
2024
Q1 		$3K Buy