Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Samsara IOT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IOT Stock Details IOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$236K Buy
2025
Q2 		$48K Buy
2025
Q1 		$40K Buy
2024
Q4 		$9K Sell
2024
Q3 		$25K Buy
2024
Q2 		$11K Buy
2024
Q1 		$12K Buy
2023
Q4 		$5K Buy