Carson Wealth (CWM LLC)’s California Water Service CWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $493K | Buy |
10,873
+5,047
| +87% | +$226K | ﹤0.01% | 2022 |
|
|
2025
Q4 | $252K | Sell |
5,826
-3,669
| -39% | -$167K | ﹤0.01% | 2376 |
|
|
2025
Q3 | $436K | Buy |
9,495
+2,717
| +40% | +$125K | ﹤0.01% | 1883 |
|
|
2025
Q2 | $308K | Buy |
6,778
+1,220
| +22% | +$58.4K | ﹤0.01% | 1848 |
|
|
2025
Q1 | $269K | Buy |
5,558
+2,406
| +76% | +$109K | ﹤0.01% | 1733 |
|
|
2024
Q4 | $143K | Buy |
3,152
+62
| +2% | +$3.13K | ﹤0.01% | 2053 |
|
|
2024
Q3 | $168K | Buy |
3,090
+1,741
| +129% | +$92.3K | ﹤0.01% | 1852 |
|
|
2024
Q2 | $65K | Buy |
1,349
+642
| +91% | +$31.2K | ﹤0.01% | 2279 |
|
|
2024
Q1 | $33K | Sell |
707
-412
| -37% | -$19.3K | ﹤0.01% | 2570 |
|
|
2023
Q4 | $58K | Sell |
1,119
-29
| -3% | -$1.46K | ﹤0.01% | 2077 |
|
|
2023
Q3 | $54K | Sell |
1,148
-68
| -6% | -$3.44K | ﹤0.01% | 2009 |
|
|
2023
Q2 | $63K | Buy |
1,216
+167
| +16% | +$9.37K | ﹤0.01% | 1827 |
|
|
2023
Q1 | $61K | Buy |
1,049
+12
| +1% | +$712 | ﹤0.01% | 1756 |
|
|
2022
Q4 | $63K | Sell |
1,037
-402
| -28% | -$24.1K | ﹤0.01% | 1608 |
|
|
2022
Q3 | $76K | Buy |
1,439
+395
| +38% | +$23.2K | ﹤0.01% | 1462 |
|
|
2022
Q2 | $58K | Sell |
1,044
-438
| -30% | -$23.6K | ﹤0.01% | 1559 |
|
|
2022
Q1 | $88K | Buy |
1,482
+175
| +13% | +$10.5K | ﹤0.01% | 1372 |
|
|
2021
Q4 | $94K | Buy |
+1,307
| New | +$84K | ﹤0.01% | 1319 |
|
|
2021
Q2 | $67K | Hold |
1,205
| – | – | ﹤0.01% | 1277 |
|
|
2021
Q1 | $67K | Hold |
1,205
| – | – | ﹤0.01% | 1277 |
|
|
2020
Q4 | $67K | Hold |
1,205
| – | – | ﹤0.01% | 1277 |
|
|
2020
Q3 | $67K | Hold |
1,205
| – | – | ﹤0.01% | 1277 |
|
|
2020
Q2 | $67K | Hold |
1,205
| – | – | ﹤0.01% | 1277 |
|
|
2020
Q1 | $67K | Hold |
1,205
| – | – | ﹤0.01% | 1277 |
|
|
2019
Q4 | $67K | Hold |
1,205
| – | – | ﹤0.01% | 1277 |
|
|
2019
Q3 | $67K | Hold |
1,205
| – | – | ﹤0.01% | 1277 |
|
|
2019
Q2 | $67K | Hold |
1,205
| – | – | ﹤0.01% | 1277 |
|
|
2019
Q1 | $67K | Buy |
1,205
+1,043
| +644% | +$52.5K | ﹤0.01% | 1277 |
|
|
2018
Q4 | $8K | Sell |
162
-24
| -13% | -$1.06K | ﹤0.01% | 1402 |
|
|
2018
Q3 | $8K | Sell |
186
-35
| -16% | -$1.44K | ﹤0.01% | 1216 |
|
|
2018
Q2 | $9K | Buy |
221
+24
| +12% | +$939 | ﹤0.01% | 1027 |
|
|
2018
Q1 | $7K | Hold |
197
| – | – | ﹤0.01% | 927 |
|
|
2017
Q4 | $9K | Buy |
197
+4
| +2% | +$172 | ﹤0.01% | 905 |
|
|
2017
Q3 | $7K | Sell |
193
-6
| -3% | -$227 | ﹤0.01% | 985 |
|
|
2017
Q2 | $7K | Buy |
199
+9
| +5% | +$322 | ﹤0.01% | 833 |
|
|
2017
Q1 | $7K | Buy |
+190
| New | +$6.58K | ﹤0.01% | 812 |
|
Other funds holding CWT
VPM
VCM
NI
Carson Wealth (CWM LLC)'s CWT Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its California Water Service (CWT) stake by 87% in Q1 2026, buying an estimated $226K and bringing the position to 10,873 shares worth $493K. The position accounts for ﹤0.01% of the portfolio, ranked #2022.
Carson Wealth (CWM LLC) first reported a position in CWT in Q1 2017 and has held it in 36 quarters since. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.
- Carson Wealth (CWM LLC) held 10,873 shares of California Water Service worth $493K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 5,047 California Water Service shares in Q1 2026, an estimated $226K.
- California Water Service made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2022 holding.
- Carson Wealth (CWM LLC) first reported a position in California Water Service in Q1 2017 and has held it in 36 quarters since.
- 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.