Carson Wealth (CWM LLC)’s CRA International CRAI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$152K Sell
2025
Q2
$139K Sell
2025
Q1
$171K Buy
2024
Q4
$169K Buy
2024
Q3
$100K Buy
2024
Q2
$8K Buy
2024
Q1
$4K Hold
2023
Q4
$3K Buy
2023
Q2
Sell
2023
Q1
$1K Buy