Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s monday.com MNDY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MNDY Stock Details MNDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$16K Sell
2025
Q2 		$66K Buy
2025
Q1 		$39K Sell
2024
Q4 		$63K Buy
2024
Q3 		$12K Sell
2024
Q2 		$12K Sell
2024
Q1 		$21K Buy
2023
Q4 		$14K Buy
2023
Q3 		$1K Buy
2023
Q2 		$1K Buy