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Carson Wealth (CWM LLC)’s
Crexendo
CXDO
Stock Holding History
Carson Wealth (CWM LLC)’s Portfolio
CXDO Stock Details
CXDO Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$44K
Buy
7,128
+6,738
+1,728%
+$44.2K
﹤0.01%
3911
2025
Q4
$3K
Buy
390
+139
+55%
+$910
﹤0.01%
4958
2025
Q3
$2K
Buy
+251
New
+$1.55K
﹤0.01%
4986
2025
Q2
–
Sell
-1,000
Closed
-$5K
–
5145
2025
Q1
$5K
Hold
1,000
–
–
﹤0.01%
4435
2024
Q4
$5K
Buy
+1,000
New
+$5.29K
﹤0.01%
4182
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1-Year Est. Return
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$481B AUM
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1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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