Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Loar Holdings LOAR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LOAR Stock Details LOAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$32K Buy
371
+100
+37% +$8.63K ﹤0.01% 3621
2025
Q1 		$19K Buy
271
+72
+36% +$5.05K ﹤0.01% 3729
2024
Q4 		$15K Buy
199
+8
+4% +$603 ﹤0.01% 3648
2024
Q3 		$14K Buy
+191
New +$14K ﹤0.01% 3603