Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Information Services Group III Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio III Stock Details III Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$57K Buy
2025
Q2 		$46K Buy
2025
Q1 		$34K Buy
2024
Q4 		$27K Sell
2024
Q3 		$33K Buy
2024
Q2 		$14K Buy
2024
Q1 		$2K Buy