Carson Wealth (CWM LLC)
DB icon

Carson Wealth (CWM LLC)’s Deutsche Bank DB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DB Stock Details DB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$130K Sell
4,368
-136
-3% -$4.79K ﹤0.01% 3056
2025
Q4 		$174K Buy
4,504
+114
+3% +$4.11K ﹤0.01% 2677
2025
Q3 		$155K Buy
4,390
+737
+20% +$25.1K ﹤0.01% 2641
2025
Q2 		$107K Sell
3,653
-1,092
-23% -$28.8K ﹤0.01% 2651
2025
Q1 		$113K Sell
4,745
-62
-1% -$1.3K ﹤0.01% 2337
2024
Q4 		$82K Sell
4,807
-67
-1% -$1.15K ﹤0.01% 2416
2024
Q3 		$84K Sell
4,874
-329
-6% -$5.28K ﹤0.01% 2307
2024
Q2 		$83K Buy
5,203
+311
+6% +$5.09K ﹤0.01% 2100
2024
Q1 		$77K Buy
4,892
+61
+1% +$834 ﹤0.01% 2025
2023
Q4 		$65K Sell
4,831
-341
-7% -$4.01K ﹤0.01% 2017
2023
Q3 		$57K Sell
5,172
-827
-14% -$8.94K ﹤0.01% 1980
2023
Q2 		$63K Buy
5,999
+988
+20% +$10.4K ﹤0.01% 1828
2023
Q1 		$51K Buy
5,011
+1,261
+34% +$15.1K ﹤0.01% 1856
2022
Q4 		$43K Buy
3,750
+2,250
+150% +$22.2K ﹤0.01% 1814
2022
Q3 		$11K Buy
1,500
+904
+152% +$7.68K ﹤0.01% 2615
2022
Q2 		$5K Sell
596
-1,578
-73% -$16.8K ﹤0.01% 2952
2022
Q1 		$28K Buy
2,174
+635
+41% +$8.44K ﹤0.01% 1868
2021
Q4 		$19K Buy
+1,539
New +$19.6K ﹤0.01% 2014

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