Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Crane Co CR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CR Stock Details CR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$2.05M Buy
2025
Q2 		$496K Buy
2025
Q1 		$141K Buy
2024
Q4 		$82K Sell
2024
Q3 		$96K Sell
2024
Q2 		$91K Buy
2024
Q1 		$82K Buy
2023
Q4 		$56K Buy
2023
Q3 		$42K Sell
2023
Q2 		$54K Buy