Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s DocGo DCGO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DCGO Stock Details DCGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$28.5K Buy
45,263
+36,327
+407% +$27.3K ﹤0.01% 4201
2025
Q4 		$8K Sell
8,936
-14,452
-62% -$15.4K ﹤0.01% 4627
2025
Q3 		$32K Buy
23,388
+1,410
+6% +$2.13K ﹤0.01% 3835
2025
Q2 		$35K Buy
21,978
+21,168
+2,613% +$39.4K ﹤0.01% 3531
2025
Q1 		$2K Sell
810
-2,124
-72% -$8.52K ﹤0.01% 4740
2024
Q4 		$12K Buy
2,934
+845
+40% +$3.26K ﹤0.01% 3745
2024
Q3 		$7K Sell
2,089
-2,699
-56% -$9.18K ﹤0.01% 3931
2024
Q2 		$15K Buy
4,788
+2,043
+74% +$6.73K ﹤0.01% 3293
2024
Q1 		$11K Buy
2,745
+2,702
+6,284% +$10.2K ﹤0.01% 3271
2023
Q4 		$0 Hold
43
– – ﹤0.01% 4202
2023
Q3 		$0 Buy
+43
New +$349 ﹤0.01% 4237

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