Carson Wealth (CWM LLC)
ODP

Carson Wealth (CWM LLC)’s ODP ODP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ODP Stock Details ODP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-8,561
Closed -$238K – 5553
2025
Q3 		$238K Buy
8,561
+1,042
+14% +$21.4K ﹤0.01% 2311
2025
Q2 		$136K Buy
7,519
+7,069
+1,571% +$111K ﹤0.01% 2469
2025
Q1 		$6K Buy
450
+213
+90% +$4.09K ﹤0.01% 4387
2024
Q4 		$5K Sell
237
-323
-58% -$8.99K ﹤0.01% 4228
2024
Q3 		$17K Sell
560
-381
-40% -$12.7K ﹤0.01% 3468
2024
Q2 		$37K Buy
941
+422
+81% +$18.8K ﹤0.01% 2682
2024
Q1 		$28K Hold
519
– – ﹤0.01% 2680
2023
Q4 		$29K Sell
519
-78
-13% -$3.71K ﹤0.01% 2540
2023
Q3 		$28K Hold
597
– – ﹤0.01% 2458
2023
Q2 		$28K Sell
597
-3
-0.5% -$129 ﹤0.01% 2413
2023
Q1 		$27K Buy
600
+3
+0.5% +$146 ﹤0.01% 2297
2022
Q4 		$27K Buy
597
+12
+2% +$512 ﹤0.01% 2159
2022
Q3 		$21K Buy
585
+128
+28% +$4.55K ﹤0.01% 2195
2022
Q2 		$14K Buy
457
+390
+582% +$15.7K ﹤0.01% 2378
2022
Q1 		$3K Hold
67
– – ﹤0.01% 3057
2021
Q4 		$3K Buy
+67
New +$2.75K ﹤0.01% 3006

Other funds holding ODP

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ODP Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of ODP (ODP) in Q4 2025, closing a stake of 8,561 shares — an estimated $238K sold.

Carson Wealth (CWM LLC) first reported a position in ODP in Q4 2021 and held it in 16 quarters. The position peaked at $238K in Q3 2025. 2 funds tracked by Wall St. Rank hold ODP as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining ODP position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 8,561 ODP shares in Q4 2025, an estimated $238K.
  • Carson Wealth (CWM LLC) first reported a position in ODP in Q4 2021 and held it in 16 quarters.
  • Carson Wealth (CWM LLC)'s ODP position peaked at $238K in Q3 2025.
  • 2 funds tracked by Wall St. Rank held ODP as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.