Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s National Research Corp NRC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NRC Stock Details NRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$154K Buy
2025
Q2 		$115K Buy
2025
Q1 		$30K Sell
2024
Q4 		$81K Buy
2024
Q3 		$20K Sell
2024
Q2 		$27K Buy
2024
Q1 		$5K Buy
2023
Q4 		$1K Buy