Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Choiceone Financial COFS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio COFS Stock Details COFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$238K Sell
2025
Q2 		$236K Buy
2025
Q1 		$223K Buy
2024
Q4 		$174K Buy
2024
Q3 		$151K Buy
2024
Q2 		$138K Buy
2024
Q1 		$131K Buy
2023
Q4 		$105K Sell
2023
Q3 		$94K Sell
2023
Q2 		$113K Hold
2023
Q1 		$124K Buy