Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Citizens & Northern Corp CZNC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CZNC Stock Details CZNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$71K Buy
2025
Q2 		$22K Buy
2025
Q1 		$12K Buy
2024
Q4 		$5K Sell
2024
Q3 		$5K Buy
2024
Q2 		$1K Buy
2024
Q1 		$0 Buy
2019
Q1 		– Sell
2018
Q4 		$1K Hold
2018
Q3 		$1K Hold
2018
Q2 		$1K Buy