Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Hamilton Beach Brands HBB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HBB Stock Details HBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$781K Buy
2025
Q2 		$972K Buy
2025
Q1 		$1.06M Sell
2024
Q4 		$926K Buy
2024
Q3 		$681K Buy
2024
Q2 		$384K Buy
2024
Q1 		$545K Buy
2019
Q1 		– Sell
2018
Q4 		$1K Hold
2018
Q3 		$1K Buy