Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Evolution Petroleum EPM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EPM Stock Details EPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.45K Buy
1,845
+1,232
+201% +$5.13K ﹤0.01% 4840
2025
Q4 		$2K Sell
613
-2,523
-80% -$10.6K ﹤0.01% 5074
2025
Q3 		$15K Buy
3,136
+2,134
+213% +$10.6K ﹤0.01% 4264
2025
Q2 		$5K Sell
1,002
-74
-7% -$335 ﹤0.01% 4602
2025
Q1 		$6K Buy
1,076
+247
+30% +$1.29K ﹤0.01% 4354
2024
Q4 		$4K Buy
829
+486
+142% +$2.66K ﹤0.01% 4296
2024
Q3 		$2K Buy
343
+91
+36% +$480 ﹤0.01% 4377
2024
Q2 		$1K Buy
252
+82
+48% +$460 ﹤0.01% 4371
2024
Q1 		$1K Sell
170
-437
-72% -$2.51K ﹤0.01% 4127
2023
Q4 		$4K Buy
607
+459
+310% +$2.81K ﹤0.01% 3593
2023
Q3 		$1K Sell
148
-2,397
-94% -$20.3K ﹤0.01% 3968
2023
Q2 		$21K Buy
+2,545
New +$18.8K ﹤0.01% 2595

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