Carson Wealth (CWM LLC)
CPNG icon

Carson Wealth (CWM LLC)’s Coupang CPNG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CPNG Stock Details CPNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.52M Buy
133,447
+19,140
+17% +$375K 0.01% 1101
2025
Q4 		$2.7M Sell
114,307
-39,318
-26% -$1.12M 0.01% 1028
2025
Q3 		$4.95M Sell
153,625
-15,721
-9% -$475K 0.01% 721
2025
Q2 		$5.07M Buy
169,346
+24,638
+17% +$631K 0.02% 581
2025
Q1 		$3.17M Sell
144,708
-16,463
-10% -$383K 0.01% 658
2024
Q4 		$3.54M Sell
161,171
-16,572
-9% -$407K 0.01% 564
2024
Q3 		$4.36M Buy
177,743
+42,899
+32% +$954K 0.02% 471
2024
Q2 		$2.83M Buy
134,844
+2,481
+2% +$53.8K 0.01% 553
2024
Q1 		$2.35M Sell
132,363
-180
-0.1% -$2.95K 0.01% 583
2023
Q4 		$2.15M Buy
132,543
+8,150
+7% +$134K 0.01% 564
2023
Q3 		$2.12M Buy
124,393
+1,478
+1% +$26.6K 0.01% 533
2023
Q2 		$2.14M Buy
122,915
+234
+0.2% +$3.81K 0.01% 503
2023
Q1 		$1.96M Buy
122,681
+399
+0.3% +$6.18K 0.01% 482
2022
Q4 		$1.8M Buy
122,282
+111
+0.1% +$1.96K 0.01% 466
2022
Q3 		$2.04M Buy
122,171
+923
+0.8% +$16K 0.02% 418
2022
Q2 		$1.55M Buy
121,248
+2,633
+2% +$35.9K 0.01% 448
2022
Q1 		$2.1M Buy
118,615
+103,801
+701% +$2.22M 0.01% 406
2021
Q4 		$435K Buy
+14,814
New +$417K ﹤0.01% 765
2021
Q2 		$284K Hold
6,794
– – ﹤0.01% 798
2021
Q1 		$284K Buy
+6,794
New +$314K ﹤0.01% 798

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