Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Evergy EVRG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EVRG Stock Details EVRG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$20.2M Sell
293,341
-4,847
-2% -$334K 0.07% 238
2025
Q1 		$20.6M Sell
298,188
-8,722
-3% -$601K 0.08% 218
2024
Q4 		$18.9M Sell
306,910
-4,561
-1% -$281K 0.08% 211
2024
Q3 		$19.3M Sell
311,471
-3,984
-1% -$247K 0.08% 213
2024
Q2 		$16.7M Buy
315,455
+1,426
+0.5% +$75.5K 0.08% 226
2024
Q1 		$16.8M Buy
314,029
+3,999
+1% +$213K 0.08% 218
2023
Q4 		$16.2M Sell
310,030
-27,019
-8% -$1.41M 0.09% 215
2023
Q3 		$17.1M Sell
337,049
-26,538
-7% -$1.35M 0.1% 178
2023
Q2 		$21.2M Sell
363,587
-29,300
-7% -$1.71M 0.13% 148
2023
Q1 		$24M Buy
392,887
+2,931
+0.8% +$179K 0.16% 125
2022
Q4 		$24.5M Buy
389,956
+25,479
+7% +$1.6M 0.18% 120
2022
Q3 		$21.7M Buy
364,477
+9,809
+3% +$583K 0.17% 119
2022
Q2 		$23.1M Buy
354,668
+10,535
+3% +$687K 0.18% 110
2022
Q1 		$23.5M Buy
344,133
+2,081
+0.6% +$142K 0.17% 123
2021
Q4 		$23.5M Buy
+342,052
New +$23.5M 0.17% 127
2021
Q2 		$20.2M Hold
334,531
– – 0.16% 132
2021
Q1 		$20.2M Hold
334,531
– – 0.16% 132
2020
Q4 		$20.2M Hold
334,531
– – 0.16% 132
2020
Q3 		$20.2M Hold
334,531
– – 0.16% 132
2020
Q2 		$20.2M Hold
334,531
– – 0.16% 132
2020
Q1 		$20.2M Hold
334,531
– – 0.16% 132
2019
Q4 		$20.2M Hold
334,531
– – 0.16% 132
2019
Q3 		$20.2M Hold
334,531
– – 0.16% 132
2019
Q2 		$20.2M Hold
334,531
– – 0.16% 132
2019
Q1 		$20.2M Buy
334,531
+334,512
+1,760,589% +$20.2M 0.16% 132
2018
Q4 		$1K Buy
+19
New +$1K ﹤0.01% 1875