Carson Wealth (CWM LLC)
CWBC

Carson Wealth (CWM LLC)’s Community West Bancshares CWBC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CWBC Stock Details CWBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$17K Buy
896
+648
+261% +$12.3K ﹤0.01% 3991
2025
Q1 		$5K Buy
248
+178
+254% +$3.59K ﹤0.01% 4426
2024
Q4 		$1K Buy
70
+12
+21% +$171 ﹤0.01% 4682
2024
Q3 		$1K Buy
+58
New +$1K ﹤0.01% 4545