Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Liberty Live Group Series C LLYVK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LLYVK Stock Details LLYVK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$110K Buy
2025
Q2 		$88K Buy
2025
Q1 		$56K Buy
2024
Q4 		$49K Sell
2024
Q3 		$41K Buy
2024
Q2 		$18K Buy
2024
Q1 		$18K Buy
2023
Q4 		$15K Sell
2023
Q3 		$13K Buy