Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Lufax Holding LU Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LU Stock Details LU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.34K Buy
3,927
+3,000
+324% +$7.58K ﹤0.01% 4904
2025
Q4 		$2K Hold
927
– – ﹤0.01% 5099
2025
Q3 		$4K Hold
927
– – ﹤0.01% 4825
2025
Q2 		$3K Hold
927
– – ﹤0.01% 4782
2025
Q1 		$3K Sell
927
-844
-48% -$2.34K ﹤0.01% 4643
2024
Q4 		$4K Sell
1,771
-2,667
-60% -$7.36K ﹤0.01% 4326
2024
Q3 		$15K Buy
4,438
+480
+12% +$1.26K ﹤0.01% 3549
2024
Q2 		$9K Sell
3,958
-2,174
-35% -$8.29K ﹤0.01% 3611
2024
Q1 		$26K Buy
6,132
+4,511
+278% +$12.6K ﹤0.01% 2734
2023
Q4 		$5K Buy
1,621
+1,392
+608% +$5.18K ﹤0.01% 3521
2023
Q3 		$1K Sell
229
-383
-63% -$2.12K ﹤0.01% 4012
2023
Q2 		$4K Sell
612
-995
-62% -$6.58K ﹤0.01% 3540
2023
Q1 		$13K Buy
1,607
+1,027
+177% +$9.85K ﹤0.01% 2795
2022
Q4 		$4K Sell
580
-236
-29% -$1.8K ﹤0.01% 3305
2022
Q3 		$8K Buy
816
+175
+27% +$2.99K ﹤0.01% 2826
2022
Q2 		$15K Buy
641
+125
+24% +$2.9K ﹤0.01% 2317
2022
Q1 		$12K Buy
516
+453
+719% +$9.98K ﹤0.01% 2378
2021
Q4 		$1K Buy
+63
New +$1.65K ﹤0.01% 3329
2021
Q2 		$3K Hold
63
– – ﹤0.01% 2536
2021
Q1 		$3K Hold
63
– – ﹤0.01% 2536
2020
Q4 		$3K Buy
+63
New +$3.77K ﹤0.01% 2536

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