Carson Wealth (CWM LLC)
NBHC icon

Carson Wealth (CWM LLC)’s National Bank Holdings NBHC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NBHC Stock Details NBHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.07M Buy
27,259
+4,835
+22% +$194K ﹤0.01% 1498
2025
Q4 		$852K Buy
22,424
+10,926
+95% +$412K ﹤0.01% 1593
2025
Q3 		$444K Buy
11,498
+10,632
+1,228% +$412K ﹤0.01% 1867
2025
Q2 		$33K Buy
866
+83
+11% +$3.02K ﹤0.01% 3586
2025
Q1 		$30K Buy
783
+480
+158% +$20K ﹤0.01% 3385
2024
Q4 		$13K Buy
303
+46
+18% +$2.08K ﹤0.01% 3717
2024
Q3 		$11K Buy
257
+126
+96% +$5.24K ﹤0.01% 3745
2024
Q2 		$5K Buy
131
+86
+191% +$3.05K ﹤0.01% 3883
2024
Q1 		$2K Buy
+45
New +$1.56K ﹤0.01% 4009
2023
Q3 		– Sell
-39
Closed -$1K – 4410
2023
Q2 		$1K Buy
+39
New +$1.22K ﹤0.01% 4012
2023
Q1 		– Sell
-130
Closed -$5K – 4246
2022
Q4 		$5K Buy
130
+56
+76% +$2.42K ﹤0.01% 3198
2022
Q3 		$3K Buy
+74
New +$2.97K ﹤0.01% 3333

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