Carson Wealth (CWM LLC)’s Icon Energy ICON Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-7	Closed	-$3K	–	5220
2024 Q3	$3K	Buy	+7	New	+$3.73K	﹤0.01%	4333

Other funds holding ICON

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ICON Position: Q4 2024 in Review

Carson Wealth (CWM LLC) sold out of Icon Energy (ICON) in Q4 2024, closing a stake of 7 shares — an estimated $3K sold.

Carson Wealth (CWM LLC) first reported a position in ICON in Q3 2024 and held it in 1 quarter. The position peaked at $3K in Q3 2024. 1 fund tracked by Wall St. Rank holds ICON as of Q4 2024.

Carson Wealth (CWM LLC) reported no remaining Icon Energy position as of Q4 2024 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 7 Icon Energy shares in Q4 2024, an estimated $3K.
Carson Wealth (CWM LLC) first reported a position in Icon Energy in Q3 2024 and held it in 1 quarter.
Carson Wealth (CWM LLC)'s Icon Energy position peaked at $3K in Q3 2024.
1 fund tracked by Wall St. Rank held Icon Energy as of Q4 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2024, filed 4 Feb 2025.