Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC)’s HomeTrust Bancshares HTB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$154K	Buy
2025 Q2	$73K	Buy
2025 Q1	$45K	Buy
2024 Q4	$31K	Buy
2024 Q3	$28K	Buy
2024 Q2	$12K	Buy
2024 Q1	$0	Buy
2022 Q3	–	Sell
2022 Q2	$0	Buy