Carson Wealth (CWM LLC)
MAX icon

Carson Wealth (CWM LLC)’s MediaAlpha MAX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MAX Stock Details MAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$437K Buy
2025
Q2 		$248K Buy
2025
Q1 		$153K Buy
2024
Q4 		$74K Buy
2024
Q3 		$13K Buy
2024
Q2 		$6K Buy
2024
Q1 		$7K Buy