Carson Wealth (CWM LLC)
FRBA icon

Carson Wealth (CWM LLC)’s First Bank FRBA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FRBA Stock Details FRBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$56K Buy
2025
Q2 		$28K Buy
2025
Q1 		$22K Buy
2024
Q4 		$16K Buy
2024
Q3 		$16K Buy
2024
Q2 		$7K Buy
2024
Q1 		$2K Buy
2023
Q4 		$0 Hold
2023
Q3 		$0 Hold
2023
Q2 		$0 Buy