Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Medallion Financial MFIN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MFIN Stock Details MFIN Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1K Buy
126
+38
+43% +$302 ﹤0.01% 5026
2025
Q1 		$1K Buy
88
+8
+10% +$91 ﹤0.01% 4933
2024
Q4 		$1K Buy
80
+38
+90% +$475 ﹤0.01% 4745
2024
Q3 		$0 Buy
+42
New – ﹤0.01% 5009