Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Primis Financial Corp FRST Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FRST Stock Details FRST Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$78K Buy
2025
Q2 		$34K Buy
2025
Q1 		$30K Sell
2024
Q4 		$37K Sell
2024
Q3 		$41K Buy
2024
Q2 		$18K Buy
2024
Q1 		$6K Buy
2023
Q4 		$6K Hold
2023
Q3 		$4K Hold
2023
Q2 		$4K Buy