Carson Wealth (CWM LLC)
HBT icon

Carson Wealth (CWM LLC)’s HBT Financial HBT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HBT Stock Details HBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$74K Buy
2025
Q2 		$46K Buy
2025
Q1 		$31K Buy
2024
Q4 		$27K Sell
2024
Q3 		$27K Buy
2024
Q2 		$13K Buy
2024
Q1 		$0 Buy