Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC)’s Heritage Insurance Holdings HRTG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HRTG Stock Details HRTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$509K	Buy
2025 Q2	$359K	Buy
2025 Q1	$143K	Buy
2024 Q4	$66K	Buy
2024 Q3	$55K	Buy
2022 Q2	–	Sell
2022 Q1	$13K	Buy
2021 Q4	$4K	Buy