Carson Wealth (CWM LLC)
FC icon

Carson Wealth (CWM LLC)’s Franklin Covey FC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FC Stock Details FC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$38K Buy
2025
Q2 		$25K Buy
2025
Q1 		$20K Buy
2024
Q4 		$17K Sell
2024
Q3 		$38K Buy
2024
Q2 		$8K Buy
2024
Q1 		$0 Buy
2023
Q4 		– Sell
2023
Q3 		$33K Buy
2023
Q1 		– Sell
2022
Q4 		$140K Buy