Carson Wealth (CWM LLC)
FIX icon

Carson Wealth (CWM LLC)’s Comfort Systems FIX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FIX Stock Details FIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$48.7M Buy
35,299
+4,979
+16% +$6.32M 0.13% 157
2025
Q4 		$28.3M Buy
30,320
+4,789
+19% +$4.42M 0.08% 228
2025
Q3 		$21.1M Buy
25,531
+8,605
+51% +$5.83M 0.06% 262
2025
Q2 		$9.08M Buy
16,926
+8,655
+105% +$3.77M 0.03% 413
2025
Q1 		$2.67M Buy
8,271
+3,238
+64% +$1.31M 0.01% 732
2024
Q4 		$2.13M Buy
5,033
+1,564
+45% +$687K 0.01% 761
2024
Q3 		$1.35M Buy
3,469
+3,251
+1,491% +$1.07M 0.01% 867
2024
Q2 		$66K Buy
218
+82
+60% +$26.1K ﹤0.01% 2266
2024
Q1 		$43K Buy
136
+19
+16% +$4.85K ﹤0.01% 2396
2023
Q4 		$24K Sell
117
-73
-38% -$13.5K ﹤0.01% 2654
2023
Q3 		$32K Sell
190
-4
-2% -$702 ﹤0.01% 2365
2023
Q2 		$32K Buy
194
+37
+24% +$5.5K ﹤0.01% 2313
2023
Q1 		$23K Sell
157
-31
-16% -$4.02K ﹤0.01% 2399
2022
Q4 		$22K Buy
188
+22
+13% +$2.56K ﹤0.01% 2288
2022
Q3 		$16K Buy
166
+148
+822% +$14.5K ﹤0.01% 2375
2022
Q2 		$1K Sell
18
-92
-84% -$7.91K ﹤0.01% 3541
2022
Q1 		$10K Buy
+110
New +$9.87K ﹤0.01% 2469

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