Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Marqeta MQ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MQ Stock Details MQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$312K Buy
19,119
+17,555
+1,122% +$296K ﹤0.01% 2358
2025
Q4 		$30K Buy
1,564
+706
+82% +$13.6K ﹤0.01% 3954
2025
Q3 		$18K Sell
858
-90
-9% -$2.13K ﹤0.01% 4190
2025
Q2 		$22K Sell
948
-619
-40% -$11.7K ﹤0.01% 3851
2025
Q1 		$26K Sell
1,567
-452
-22% -$7.13K ﹤0.01% 3493
2024
Q4 		$31K Sell
2,019
-548
-21% -$9.62K ﹤0.01% 3150
2024
Q3 		$51K Buy
2,567
+45
+2% +$941 ﹤0.01% 2676
2024
Q2 		$55K Sell
2,522
-92
-4% -$2.03K ﹤0.01% 2412
2024
Q1 		$62K Sell
2,614
-16
-0.6% -$396 ﹤0.01% 2157
2023
Q4 		$73K Sell
2,630
-186
-7% -$4.46K ﹤0.01% 1953
2023
Q3 		$67K Buy
2,816
+63
+2% +$1.43K ﹤0.01% 1889
2023
Q2 		$54K Buy
2,753
+82
+3% +$1.49K ﹤0.01% 1923
2023
Q1 		$49K Buy
2,671
+305
+13% +$6.81K ﹤0.01% 1891
2022
Q4 		$58K Sell
2,366
-190
-7% -$5.19K ﹤0.01% 1652
2022
Q3 		$73K Buy
2,556
+607
+31% +$20.2K ﹤0.01% 1486
2022
Q2 		$63K Buy
+1,949
New +$76.6K ﹤0.01% 1521
2022
Q1 		– Sell
-781
Closed -$54K – 3740
2021
Q4 		$54K Buy
+781
New +$69.9K ﹤0.01% 1541

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