Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s NatWest NWG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NWG Stock Details NWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$188K Buy
12,650
+2,727
+27% +$45.3K ﹤0.01% 2786
2025
Q4 		$174K Buy
9,923
+4,046
+69% +$64.1K ﹤0.01% 2680
2025
Q3 		$83K Buy
5,877
+2,306
+65% +$32.5K ﹤0.01% 3130
2025
Q2 		$51K Sell
3,571
-272
-7% -$3.6K ﹤0.01% 3262
2025
Q1 		$46K Sell
3,843
-396
-9% -$4.44K ﹤0.01% 3050
2024
Q4 		$43K Sell
4,239
-210
-5% -$2.08K ﹤0.01% 2918
2024
Q3 		$42K Buy
4,449
+603
+16% +$5.37K ﹤0.01% 2823
2024
Q2 		$31K Buy
3,846
+755
+24% +$5.86K ﹤0.01% 2818
2024
Q1 		$21K Buy
3,091
+632
+26% +$3.75K ﹤0.01% 2884
2023
Q4 		$14K Sell
2,459
-38
-2% -$202 ﹤0.01% 2994
2023
Q3 		$15K Buy
2,497
+352
+16% +$2.13K ﹤0.01% 2883
2023
Q2 		$13K Sell
2,145
-86
-4% -$565 ﹤0.01% 2926
2023
Q1 		$15K Sell
2,231
-575
-20% -$4.06K ﹤0.01% 2703
2022
Q4 		$18K Buy
2,806
+847
+43% +$4.96K ﹤0.01% 2451
2022
Q3 		$10K Buy
1,959
+1,608
+458% +$9.9K ﹤0.01% 2690
2022
Q2 		$2K Sell
351
-1,527
-81% -$9.15K ﹤0.01% 3379
2022
Q1 		$11K Sell
1,878
-58
-3% -$391 ﹤0.01% 2428
2021
Q4 		$13K Buy
+1,936
New +$12.6K ﹤0.01% 2211
2018
Q2 		– Sell
-77
Closed -$1K – 1746
2018
Q1 		$1K Buy
+77
New +$648 ﹤0.01% 1303

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