Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Getty Images GETY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GETY Stock Details GETY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$31K Buy
2025
Q2 		$23K Sell
2025
Q1 		$34K Buy
2024
Q4 		$5K Buy
2024
Q3 		$4K Buy
2023
Q1 		– Sell
2022
Q4 		$1K Hold
2022
Q3 		$1K Buy