Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Hagerty HGTY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HGTY Stock Details HGTY Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$4K Buy
2023
Q3 		– Sell
2023
Q2 		$18K Sell
2023
Q1 		$20K Buy
2022
Q4 		$17K Hold
2022
Q3 		$18K Hold
2022
Q2 		$23K Buy
2022
Q1 		– Sell
2021
Q4 		$28K Buy