Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Capital Southwest CSWC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CSWC Stock Details CSWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$255K Buy
2025
Q2 		$65K Buy
2025
Q1 		$52K Buy
2024
Q4 		$45K Buy
2024
Q3 		$26K Buy
2024
Q2 		$27K Sell
2024
Q1 		$27K Buy
2023
Q4 		$24K Buy
2023
Q3 		$23K Hold
2023
Q2 		$20K Buy
2023
Q1 		$0 Buy