Carson Wealth (CWM LLC)
INTA icon

Carson Wealth (CWM LLC)’s Intapp INTA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio INTA Stock Details INTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$624K Buy
24,275
+8,341
+52% +$249K ﹤0.01% 1852
2025
Q4 		$730K Buy
15,934
+14,330
+893% +$594K ﹤0.01% 1682
2025
Q3 		$66K Buy
1,604
+702
+78% +$30.3K ﹤0.01% 3303
2025
Q2 		$47K Sell
902
-101
-10% -$5.52K ﹤0.01% 3328
2025
Q1 		$59K Buy
1,003
+213
+27% +$14K ﹤0.01% 2837
2024
Q4 		$51K Buy
790
+55
+7% +$3.15K ﹤0.01% 2785
2024
Q3 		$35K Sell
735
-12
-2% -$484 ﹤0.01% 2969
2024
Q2 		$27K Buy
747
+118
+19% +$4.01K ﹤0.01% 2916
2024
Q1 		$22K Sell
629
-13
-2% -$511 ﹤0.01% 2827
2023
Q4 		$24K Buy
642
+15
+2% +$552 ﹤0.01% 2659
2023
Q3 		$21K Hold
627
– – ﹤0.01% 2655
2023
Q2 		$26K Hold
627
– – ﹤0.01% 2454
2023
Q1 		$28K Hold
627
– – ﹤0.01% 2268
2022
Q4 		$16K Sell
627
-2
-0.3% -$44 ﹤0.01% 2511
2022
Q3 		$12K Sell
629
-24
-4% -$377 ﹤0.01% 2570
2022
Q2 		$10K Buy
+653
New +$13.7K ﹤0.01% 2585

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VPM
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VCM
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BAMCO Inc
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PIMC
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return