Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Graham Corp GHM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GHM Stock Details GHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$19K Sell
380
-49
-11% -$2.45K ﹤0.01% 3938
2025
Q1 		$12K Buy
429
+124
+41% +$3.47K ﹤0.01% 3999
2024
Q4 		$14K Buy
305
+64
+27% +$2.94K ﹤0.01% 3671
2024
Q3 		$7K Buy
+241
New +$7K ﹤0.01% 3938