Carson Wealth (CWM LLC)’s Olo Inc OLO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio OLO Stock Details OLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-11,907	Closed	-$106K	–	5456
2025 Q2	$106K	Buy	11,907 +1,591	+15%	+$12.3K	﹤0.01%	2661
2025 Q1	$62K	Buy	10,316 +380	+4%	+$2.65K	﹤0.01%	2796
2024 Q4	$76K	Buy	9,936 +2,224	+29%	+$13.9K	﹤0.01%	2474
2024 Q3	$38K	Buy	7,712 +4,787	+164%	+$23.7K	﹤0.01%	2909
2024 Q2	$13K	Buy	2,925 +2,458	+526%	+$11.6K	﹤0.01%	3399
2024 Q1	$3K	Buy	+467	New	+$2.55K	﹤0.01%	3867
2022 Q4	–	Sell	-135	Closed	-$1K	–	4169
2022 Q3	$1K	Buy	+135	New	+$1.29K	﹤0.01%	3714

Other funds holding OLO

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Carson Wealth (CWM LLC)'s OLO Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of Olo Inc (OLO) in Q3 2025, closing a stake of 11,907 shares — an estimated $106K sold.

Carson Wealth (CWM LLC) first reported a position in OLO in Q3 2022 and held it in 7 quarters. The position peaked at $106K in Q2 2025. 3 funds tracked by Wall St. Rank hold OLO as of Q3 2025.

Carson Wealth (CWM LLC) reported no remaining Olo Inc position as of Q3 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 11,907 Olo Inc shares in Q3 2025, an estimated $106K.
Carson Wealth (CWM LLC) first reported a position in Olo Inc in Q3 2022 and held it in 7 quarters.
Carson Wealth (CWM LLC)'s Olo Inc position peaked at $106K in Q2 2025.
3 funds tracked by Wall St. Rank held Olo Inc as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.