Carson Wealth (CWM LLC)
CERT icon

Carson Wealth (CWM LLC)’s Certara CERT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CERT Stock Details CERT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$28.6K Buy
5,012
+3,998
+394% +$30.5K ﹤0.01% 4198
2025
Q4 		$9K Buy
1,014
+735
+263% +$7.57K ﹤0.01% 4585
2025
Q3 		$3K Sell
279
-135
-33% -$1.48K ﹤0.01% 4882
2025
Q2 		$5K Sell
414
-305
-42% -$3.61K ﹤0.01% 4590
2025
Q1 		$7K Sell
719
-84
-10% -$1.02K ﹤0.01% 4271
2024
Q4 		$9K Buy
803
+406
+102% +$4.41K ﹤0.01% 3908
2024
Q3 		$5K Sell
397
-55
-12% -$726 ﹤0.01% 4072
2024
Q2 		$6K Sell
452
-134
-23% -$2.2K ﹤0.01% 3752
2024
Q1 		$10K Sell
586
-62
-10% -$1.07K ﹤0.01% 3316
2023
Q4 		$11K Buy
648
+596
+1,146% +$8.74K ﹤0.01% 3122
2023
Q3 		$1K Sell
52
-62
-54% -$1.04K ﹤0.01% 3941
2023
Q2 		$2K Buy
114
+85
+293% +$1.79K ﹤0.01% 3763
2023
Q1 		$1K Hold
29
– – ﹤0.01% 3786
2022
Q4 		$0 Buy
+29
New +$421 ﹤0.01% 3987
2022
Q3 		– Sell
-50
Closed -$1K – 3932
2022
Q2 		$1K Buy
50
+36
+257% +$711 ﹤0.01% 3501
2022
Q1 		$0 Buy
+14
New +$336 ﹤0.01% 3551

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DM
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JFG
Jefferies Financial Group New York $8.2B AUM 40.95% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return