Carson Wealth (CWM LLC)
DV icon

Carson Wealth (CWM LLC)’s DoubleVerify DV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DV Stock Details DV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.39M Buy
251,967
+124,741
+98% +$1.27M 0.01% 1129
2025
Q4 		$1.46M Buy
127,226
+15,779
+14% +$174K ﹤0.01% 1303
2025
Q3 		$1.33M Buy
111,447
+41,318
+59% +$613K ﹤0.01% 1259
2025
Q2 		$1.05M Buy
70,129
+18,193
+35% +$249K ﹤0.01% 1224
2025
Q1 		$694K Sell
51,936
-1,005
-2% -$18.6K ﹤0.01% 1326
2024
Q4 		$1.02M Buy
52,941
+30,183
+133% +$568K ﹤0.01% 1074
2024
Q3 		$383K Buy
22,758
+19,964
+715% +$381K ﹤0.01% 1428
2024
Q2 		$54K Buy
2,794
+1,900
+213% +$45.9K ﹤0.01% 2429
2024
Q1 		$31K Buy
894
+520
+139% +$19.3K ﹤0.01% 2616
2023
Q4 		$14K Buy
374
+228
+156% +$7.11K ﹤0.01% 2980
2023
Q3 		$4K Sell
146
-9
-6% -$308 ﹤0.01% 3548
2023
Q2 		$6K Buy
155
+13
+9% +$419 ﹤0.01% 3335
2023
Q1 		$4K Buy
142
+82
+137% +$2.15K ﹤0.01% 3372
2022
Q4 		$1K Sell
60
-22
-27% -$573 ﹤0.01% 3730
2022
Q3 		$2K Buy
82
+22
+37% +$567 ﹤0.01% 3442
2022
Q2 		$1K Buy
+60
New +$1.35K ﹤0.01% 3527
2021
Q2 		$18K Buy
+430
New +$15.3K ﹤0.01% 1831

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TCM
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DGI
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