Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s PACS Group PACS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PACS Stock Details PACS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$175K Buy
13,510
+13,208
+4,374% +$171K ﹤0.01% 2291
2025
Q1 		$3K Buy
302
+228
+308% +$2.27K ﹤0.01% 4700
2024
Q4 		$1K Buy
74
+35
+90% +$473 ﹤0.01% 4849
2024
Q3 		$2K Buy
+39
New +$2K ﹤0.01% 4483