Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Civista Bancshares CIVB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CIVB Stock Details CIVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$149K Buy
2025
Q2 		$89K Buy
2025
Q1 		$60K Buy
2024
Q4 		$45K Buy
2024
Q3 		$35K Buy
2024
Q2 		$19K Buy
2024
Q1 		$0 Buy