Carson Wealth (CWM LLC)
DESP

Carson Wealth (CWM LLC)’s Despegar.com DESP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DESP Stock Details DESP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-996
Closed -$19K – 5148
2025
Q1 		$19K Buy
996
+147
+17% +$2.82K ﹤0.01% 3701
2024
Q4 		$16K Buy
849
+55
+7% +$866 ﹤0.01% 3570
2024
Q3 		$10K Buy
+794
New +$9.55K ﹤0.01% 3771

Other funds holding DESP

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DESP Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of Despegar.com (DESP) in Q2 2025, closing a stake of 996 shares — an estimated $19K sold.

Carson Wealth (CWM LLC) first reported a position in DESP in Q3 2024 and held it in 3 quarters. The position peaked at $19K in Q1 2025. 1 fund tracked by Wall St. Rank holds DESP as of Q2 2025.

  • Carson Wealth (CWM LLC) reported no remaining Despegar.com position as of Q2 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 996 Despegar.com shares in Q2 2025, an estimated $19K.
  • Carson Wealth (CWM LLC) first reported a position in Despegar.com in Q3 2024 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s Despegar.com position peaked at $19K in Q1 2025.
  • 1 fund tracked by Wall St. Rank held Despegar.com as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.