Carson Wealth (CWM LLC)
CCRD

Carson Wealth (CWM LLC)’s CoreCard CCRD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CCRD Stock Details CCRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-342
Closed -$9K – 5401
2025
Q3 		$9K Buy
342
+327
+2,180% +$9.04K ﹤0.01% 4514
2025
Q2 		$0 Sell
15
-8
-35% -$188 ﹤0.01% 5131
2025
Q1 		$0 Hold
23
– – ﹤0.01% 5064
2024
Q4 		$1K Hold
23
– – ﹤0.01% 4672
2024
Q3 		$0 Sell
23
-789
-97% -$10.5K ﹤0.01% 4857
2024
Q2 		$12K Buy
+812
New +$10.7K ﹤0.01% 3424
2023
Q3 		– Sell
-102
Closed -$3K – 4206
2023
Q2 		$3K Buy
+102
New +$2.63K ﹤0.01% 3610
2022
Q3 		– Sell
-11
Closed – – 3930
2022
Q2 		$0 Buy
+11
New +$259 ﹤0.01% 3805

Carson Wealth (CWM LLC)'s CCRD Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of CoreCard (CCRD) in Q4 2025, closing a stake of 342 shares — an estimated $9K sold.

Carson Wealth (CWM LLC) first reported a position in CCRD in Q2 2022 and held it in 8 quarters. The position peaked at $12K in Q2 2024. 0 funds tracked by Wall St. Rank hold CCRD as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining CoreCard position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 342 CoreCard shares in Q4 2025, an estimated $9K.
  • Carson Wealth (CWM LLC) first reported a position in CoreCard in Q2 2022 and held it in 8 quarters.
  • Carson Wealth (CWM LLC)'s CoreCard position peaked at $12K in Q2 2024.
  • 0 funds tracked by Wall St. Rank held CoreCard as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.