Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Ooma OOMA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio OOMA Stock Details OOMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$36K Buy
2025
Q2 		$26K Sell
2025
Q1 		$31K Buy
2024
Q4 		$29K Buy
2024
Q3 		$23K Buy
2024
Q2 		$19K Buy
2024
Q1 		$0 Sell
2023
Q4 		$1K Sell
2023
Q3 		$2K Sell
2023
Q2 		$4K Buy
2023
Q1 		$0 Hold
2022
Q4 		$0 Buy