Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Investors Title Co ITIC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ITIC Stock Details ITIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$18K Buy
2025
Q2 		$10K Sell
2025
Q1 		$16K Sell
2024
Q4 		$20K Buy
2024
Q3 		$18K Buy
2024
Q2 		$8K Buy
2024
Q1 		$0 Buy