Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Origin Bancorp OBK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio OBK Stock Details OBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$207K Buy
2025
Q2 		$113K Buy
2025
Q1 		$35K Buy
2024
Q4 		$23K Sell
2024
Q3 		$23K Buy
2024
Q2 		$20K Buy
2024
Q1 		$13K Buy
2023
Q4 		$14K Hold
2023
Q3 		$12K Buy
2023
Q2 		$4K Buy