Carson Wealth (CWM LLC)’s Cousins Properties CUZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $93.1K | Buy |
4,123
+1,335
| +48% | +$32.4K | ﹤0.01% | 3338 |
|
|
2025
Q4 | $72K | Sell |
2,788
-341
| -11% | -$8.86K | ﹤0.01% | 3324 |
|
|
2025
Q3 | $91K | Buy |
3,129
+703
| +29% | +$20K | ﹤0.01% | 3054 |
|
|
2025
Q2 | $73K | Sell |
2,426
-720
| -23% | -$20.3K | ﹤0.01% | 2973 |
|
|
2025
Q1 | $93K | Sell |
3,146
-1,184
| -27% | -$35.4K | ﹤0.01% | 2482 |
|
|
2024
Q4 | $133K | Buy |
4,330
+32
| +0.7% | +$982 | ﹤0.01% | 2091 |
|
|
2024
Q3 | $127K | Buy |
4,298
+1,836
| +75% | +$49.4K | ﹤0.01% | 2039 |
|
|
2024
Q2 | $57K | Buy |
2,462
+133
| +6% | +$3.06K | ﹤0.01% | 2382 |
|
|
2024
Q1 | $56K | Buy |
2,329
+111
| +5% | +$2.59K | ﹤0.01% | 2220 |
|
|
2023
Q4 | $54K | Buy |
2,218
+246
| +12% | +$5.04K | ﹤0.01% | 2123 |
|
|
2023
Q3 | $40K | Buy |
1,972
+19
| +1% | +$435 | ﹤0.01% | 2201 |
|
|
2023
Q2 | $45K | Sell |
1,953
-1,067
| -35% | -$22.3K | ﹤0.01% | 2069 |
|
|
2023
Q1 | $65K | Buy |
3,020
+463
| +18% | +$11.3K | ﹤0.01% | 1723 |
|
|
2022
Q4 | $65K | Buy |
2,557
+1,272
| +99% | +$31K | ﹤0.01% | 1586 |
|
|
2022
Q3 | $30K | Buy |
1,285
+1,056
| +461% | +$29.8K | ﹤0.01% | 1957 |
|
|
2022
Q2 | $7K | Buy |
229
+223
| +3,717% | +$7.71K | ﹤0.01% | 2791 |
|
|
2022
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 3570 |
|
|
2021
Q4 | $0 | Buy |
+6
| New | +$236 | ﹤0.01% | 3516 |
|
|
2021
Q2 | $8K | Hold |
225
| – | – | ﹤0.01% | 2180 |
|
|
2021
Q1 | $8K | Hold |
225
| – | – | ﹤0.01% | 2180 |
|
|
2020
Q4 | $8K | Hold |
225
| – | – | ﹤0.01% | 2180 |
|
|
2020
Q3 | $8K | Hold |
225
| – | – | ﹤0.01% | 2180 |
|
|
2020
Q2 | $8K | Hold |
225
| – | – | ﹤0.01% | 2180 |
|
|
2020
Q1 | $8K | Hold |
225
| – | – | ﹤0.01% | 2180 |
|
|
2019
Q4 | $8K | Hold |
225
| – | – | ﹤0.01% | 2180 |
|
|
2019
Q3 | $8K | Hold |
225
| – | – | ﹤0.01% | 2180 |
|
|
2019
Q2 | $8K | Buy |
225
+169
| +302% | +$6.35K | ﹤0.01% | 2180 |
|
|
2019
Q1 | $8K | Buy |
+56
| New | +$2.05K | ﹤0.01% | 2180 |
|
|
2018
Q3 | – | Sell |
-27
| Closed | -$1K | – | 1859 |
|
|
2018
Q2 | $1K | Buy |
+27
| New | +$983 | ﹤0.01% | 1499 |
|
|
2018
Q1 | – | Sell |
-361
| Closed | -$13K | – | 1430 |
|
|
2017
Q4 | $13K | Sell |
361
-86
| -19% | -$3.18K | ﹤0.01% | 807 |
|
|
2017
Q3 | $17K | Buy |
+447
| New | +$16.3K | ﹤0.01% | 743 |
|
Other funds holding CUZ
AAMU
CIM
Carson Wealth (CWM LLC)'s CUZ Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Cousins Properties (CUZ) stake by 48% in Q1 2026, buying an estimated $32.4K and bringing the position to 4,123 shares worth $93.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3338.
Carson Wealth (CWM LLC) first reported a position in CUZ in Q3 2017 and has held it in 31 quarters since. The position peaked at $133K in Q4 2024. 375 funds tracked by Wall St. Rank hold CUZ as of Q1 2026.
- Carson Wealth (CWM LLC) held 4,123 shares of Cousins Properties worth $93.1K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 1,335 Cousins Properties shares in Q1 2026, an estimated $32.4K.
- Cousins Properties made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3338 holding.
- Carson Wealth (CWM LLC) first reported a position in Cousins Properties in Q3 2017 and has held it in 31 quarters since.
- Carson Wealth (CWM LLC)'s Cousins Properties position peaked at $133K in Q4 2024.
- 375 funds tracked by Wall St. Rank held Cousins Properties as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.