Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Evertec EVTC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EVTC Stock Details EVTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$228K Buy
8,066
+6,560
+436% +$186K ﹤0.01% 2624
2025
Q4 		$44K Sell
1,506
-86
-5% -$2.56K ﹤0.01% 3692
2025
Q3 		$54K Sell
1,592
-170
-10% -$5.93K ﹤0.01% 3462
2025
Q2 		$64K Sell
1,762
-282
-14% -$10K ﹤0.01% 3082
2025
Q1 		$75K Sell
2,044
-171
-8% -$5.91K ﹤0.01% 2657
2024
Q4 		$76K Buy
2,215
+1,123
+103% +$38.5K ﹤0.01% 2471
2024
Q3 		$37K Buy
1,092
+502
+85% +$16.7K ﹤0.01% 2928
2024
Q2 		$20K Buy
590
+253
+75% +$9.14K ﹤0.01% 3109
2024
Q1 		$13K Sell
337
-64
-16% -$2.52K ﹤0.01% 3176
2023
Q4 		$16K Sell
401
-57
-12% -$2.1K ﹤0.01% 2902
2023
Q3 		$17K Sell
458
-3
-0.7% -$117 ﹤0.01% 2784
2023
Q2 		$17K Sell
461
-21
-4% -$728 ﹤0.01% 2742
2023
Q1 		$16K Buy
482
+107
+29% +$3.76K ﹤0.01% 2643
2022
Q4 		$12K Sell
375
-535
-59% -$17.6K ﹤0.01% 2689
2022
Q3 		$29K Buy
910
+664
+270% +$23.3K ﹤0.01% 1978
2022
Q2 		$9K Buy
246
+77
+46% +$2.94K ﹤0.01% 2629
2022
Q1 		$7K Buy
169
+122
+260% +$5.23K ﹤0.01% 2676
2021
Q4 		$2K Buy
+47
New +$2.18K ﹤0.01% 3113

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VCM
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Geode Capital Management
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